Where vision meets execution—building tomorrow’s success today.
In the startup world, innovation meets opportunity. You’re not just running a business—you’re creating something new and impactful. While you focus on building your product and reaching customers, each day brings fresh challenges in turning your vision into reality.
From your first hire to your next stage of growth, every phase tests your adaptability. Scaling operations efficiently while maintaining momentum requires lean processes and agile decision-making. These operational demands aren’t obstacles—they’re opportunities to build stronger foundations for growth.
We’re here to streamline your back office operations so you can accelerate growth and focus on your core business. Our team adapts to support your changing needs, providing the right level of support at each stage of growth. Together, we’ll help your startup navigate decisions and seize opportunities, transforming your innovative ideas into market leadership.
Working with founders and early-stage teams who are ready to transform their ideas into market success.
Getting ready for launch? We help you build the right operational foundations from day one, letting you focus on refining your concept and preparing for market entry.
Starting to gain traction? We streamline your back office operations so you can focus on building momentum and accelerating growth.
Ready to scale faster? We help you build efficient operations that can handle rapid growth, letting you focus on becoming a market leader.
Providing the operational foundations that let you focus on scaling your vision.
More than a “vendor” for outsourced accounting, BPM serves as an extension of your business. We’re a firm uniquely positioned to help small businesses and multinationals like you navigate the demands of today’s competitive landscape. We offer various accounting services, including CPA firm-level expertise in tax, assurance (GAAP, international standards, etc.), and financial support services.
Our goal is to become your trusted accounting partner, working closely with you to explore the financial and operational opportunities and customize the right solution for your business. We offer various accounting services, including CPA firm-level expertise in tax, assurance (GAAP, international standards, etc.), and financial support services.
Our experienced team of CFOs are long-term employees of BPM and work on an interim, fractional, or project basis. Whether you’re looking for a virtual CFO, part-time CFO, or fractional CFO, our team has decades of first-hand experience with navigating complexities faced by emerging-growth and mid-sized companies like yours.
Our team has a wide-range of financial experience, to help you with complex situations such as: buy-side and sell-side M&A transactions, rapid growth, turnarounds, the unexpected departure of a CFO/Controller, or system and compliance implementations.
As our client, you benefit from a results-driven approach that is tailored to your specific tax needs. Because your financial goals are our top priority, you receive direct access to our senior partners, fast response times, and well thought out solutions to the most complex tax scenario.
Whether you are seeking simple tax compliance work or an integrated tax plan for your business, our tax professionals will surely minimize your tax impacts and risks and maximize your savings.
Are you confident your current HR department is servicing the organization and your people in the best way possible? Do your employees feel supported, heard, and aligned with your organizational objectives? Do they understand their roles and responsibilities and what they are accountable for? We’ll examine your existing functionality, systems, processes and culture to identify organizational weaknesses and opportunities for positive change.
HR consulting services are crucial in today’s rapidly evolving business landscape. They offer fresh perspectives and specialized knowledge that can help organizations navigate complex workforce challenges, stay compliant with changing regulations, and implement best practices. By leveraging HR consulting services, organizations can focus on enhancing employee engagement, improving operational efficiency, and gaining a competitive edge through effective talent management.
Selecting and implementing enterprise business applications can be complicated, not to mention optimizing those systems to meet your organization’s specifications and requirements.
BPM’s approach to systems selection and optimization combines our technical skills with deep accounting and operational experience. Our goal is to leverage the right technology to improve your business operations, ranging from cloud-based accounting and HR support to fully integrated enterprise systems.
Mark Leverette
Partner, Assurance and Advisory
Outsourced Accounting Leader
Real Estate Leader
Terry Hill
Partner, Advisory
Private Capital Markets Co-leader
Daniel Figueredo
Partner, Advisory and Assurance
Nonprofit Co-leader
FinTech Leader
Jamie Emerson-Heery
Partner, Assurance and Advisory
Cynthia Schoelen
Partner, Advisory
Julie West
Partner, Tax
Tax Practice Group Leader
Life Science Co-leader
Yung Ling
Partner, Tax
Corporate Tax Leader
Partner In Charge, Silicon Valley Region
Andre Shevchuck
Partner, Tax
Specialty Tax Services Leader
Managing Partner, Bay Area Region
Jill Pappenheimer
Partner, Advisory – HR Consulting
BPM Board of Directors
Stacy Litteral
Partner, Advisory – HR Consulting
Bryan Rhody
Technology Solutions Group Leader
Managing Partner, Virtual Region
Scott Curry
Managing Partner and Co-Founder, Caravel / BPM Technology Solutions
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.
