Audit and Assurance Services for Middle Market Companies

Background: Brad is an audit/assurance partner at BPM and manages the firm’s Walnut Creek office. Prior to taking over as the managing partner of the Walnut Creek office in July 2013, Brad was Practice Group Leader for BPM’s audit/assurance practice for 5 years.

Brad has more than 30 years of experience that includes over 25 years in public accounting, four years as a National Firm assurance partner at BDO Seidman, and six years in private industry as a chief financial officer for both publicly traded and private companies. Over his career Brad has significant experience in working closely with both private and public companies operating in manufacturing/distribution, retail, real estate, consumer product, technology and financial service companies.

Brad has been a CPA in California for 30 years and is a graduate of Santa Clara University. Brad has served on various corporate boards of directors for both publicly traded and private companies, including audit committee chairman for an NASD traded company. Brad is currently a board member for Junior Achievement of Northern California, an executive committee member of Score Fore Kids benefiting Children’s Hospital of Oakland and member of CA Society of CPA’s financial literacy committee. Brad is a Bay Area native and has resided in San Ramon, CA with his wife and 3 children for over 29 years.

Company: BPM is one of the largest Bay Area CPA firms with over 375 employees and 38 partners. In 2010, we converted to an Employee Stock-Ownership Plan (ESOP), making us one of the first accounting firms in the nation to adopt a benefits plan of this kind. Ownership in the company lets our employees share in the future prosperity of the firm. For clients, this means that our staff will continue to provide the highest quality service.  Founded in 1986, our firm consists of five Bay Area offices (SF, SJ, WC, Palo Alto and Santa Rosa) strategically located around the Bay Area and an additional office in Hong Kong.

BPM provides a full range of services, with our professionals in Assurance, Tax, Business Consulting, and Wealth Management. BPM was founded in 1986 with a firm philosophy that has been carried on to this day. We continually seek to deliver creative, proactive financial and business solutions in a timely manner; create a work environment that foster employees’ growth; and build a cutting-edge firm that continues to evolve over time.  BPM’s client base consists primarily of “middle market” owner managed businesses but also includes venture capital backed start-ups, publicly traded companies and high net worth individuals. We possess extensive experience in industries such as financial services, life science, real estate, and technology, nonprofit, retail, and wine. Our SEC practice is the 16th-largest in the nation and we have the biggest international tax team in the Bay Area outside of the Big Four.