About BPM
BPM is a Business Services company based in Walnut Creek (United States). BPM is recognized as a leading tax, advisory, and accounting firm. It operates on a Professional Services, Managed Services, and Software-as-a-Service model in Business Services, Financial Services, and Technology sectors. BPM offers products and services including Assurance Services, Tax Services, Advisory Services, Wealth Management, and Technology Solutions. Its focus areas include Professional Services, Accounting and Tax, Assurance and Advisory and Wealth Management.
Company details
BPM is established as a prominent provider of assurance, advisory, tax, and wealth management services. The firm serves a diverse clientele including public companies, privately-held businesses, startups, private equity, venture capital firms, family offices, and high-net-worth individuals. Operations span multiple industries such as blockchain, financial services, life sciences, nonprofits, real estate, technology, and more. Customized solutions are offered for various business stages, from startups to growth and transformation phases. Comprehensive support is provided in areas like cybersecurity, HR strategy, business valuation, and technology implementation. Services are tailored to meet specific client needs, ensuring sustainable growth and strategic success across global markets.
Products & Services of BPM
BPM offers a comprehensive portfolio of products and services, including Assurance Services, Tax Services, Advisory Services, Wealth Management, and Technology Solutions.
Audit and compliance services are provided for businesses.
Tax planning and compliance are offered to clients.
Strategic business transformation is facilitated for various industries.
Wealth planning solutions are provided for high-net-worth individuals.
NetSuite implementation services are delivered to optimize operations.
Apps and channels of BPM
its YouTube channel BPM LLP has 1.05K subscribers and 30 videos.
Videos from BPM
The most watched videos on BPM's YouTube channel, BPM LLP (1.05K subscribers). Click a video to play it here.
More on BPM LLP.
People of BPM
58 people are tracked at BPM (28 in leadership, 30 in team).
| Name | Role | Group |
|---|---|---|
Kailas Patel | Tax Director | Leadership |
Jim Wallace | CEO | Leadership |
Young Kuk Kang | Tax Director | Leadership |
Tim Cantrell | Managing Director, Enterprise Business Development | Leadership |
Melodie Olson | Director Of Assurance Operations | Leadership |
Andrea Pinzon | Associate Human Resources Business Partner | Leadership |
Nicole Lovell | Director Of Operations | Leadership |
Jill Frank | Director Of Talent, Strategy And Global Operations | Leadership |
John Weems | Partner & Chief Revenue Officer | Leadership |
Monica C. Delgado | Director Of Total Rewards & Wellbeing | Leadership |
Victoria Mai | Human Resources Business Partner | Leadership |
Steve Daughters | Managing Director | Leadership |
Shannon Winter | Partner | Leadership |
Monica Frame | Director Human Resources Consulting | Leadership |
Suzanne Leighton | Managing Director | Leadership |
James Elliott | Partner | Leadership |
James Su | Managing Director | Leadership |
Katie Strehler | Chief People Officer | Leadership |
Shahid Khan | Managing Director | Leadership |
Jessie Huen | Managing Director, Private Client Services And Cross Border | Leadership |
38 more people are available in the full profile.
Complete people profiles for BPM
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Web traffic of BPM
Websites that share an audience with BPM (bpm.com).
Websites whose visitors overlap most with BPM. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| appian.com | 98% | 293.3K | #152,651 | View details | |
| intralinks.com | 89% | 583.3K | #79,674 | View details | |
| bigbang360.com | 85% | 9.4K | #2,534,627 | View details | |
| hyland.com | 82% | 231.7K | #172,135 | View details | |
| sparkrock.com | 81% | 11.7K | #2,013,913 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 13 similar websites and full traffic analytics for BPM
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 13 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as BPM (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Related news about Bpm
Complete news archive for BPM
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about BPM
BPM is headquartered in Walnut Creek, United States. It is registered at Walnut Creek, California, United States.
BPM is established as a prominent provider of assurance, advisory, tax, and wealth management services. The firm serves a diverse clientele including public companies, privately-held businesses, startups, private equity, venture capital firms, family offices, and high-net-worth individuals. Operations span multiple industries such as blockchain, financial services, life sciences, nonprofits, real estate, technology, and more. Customized solutions are offered for various business stages, from startups to growth and transformation phases. Comprehensive support is provided in areas like cybersecurity, HR strategy, business valuation, and technology implementation. Services are tailored to meet specific client needs, ensuring sustainable growth and strategic success across global markets.
BPM offers Assurance Services, Tax Services, Advisory Services, Wealth Management, and Technology Solutions.

