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all stagesStartupFast-Growing CompanyFamily-Owned businessSmall & Medium-Sized BusinessPE-Backed CompanySage Intacct SolutionsConsultingLicensingImplementationOptimizationUpgrade to Sage IntacctMarketplace PartnersIndustry-Specific Sage Intacct ServicesConstructionFamily OfficeFinancial ServicesHealthcareHospitalityNonprofitProfessional ServicesSubscription & SaaSisolvedI Need a Financial AuditI Need to Sell a BusinessI Want to Acquire a BusinessI Want to Take My Company PublicI Need to Transform an HR strategyI Need to Scale a Growing StartupResourcesInsightsWebinarsEventsCase StudiesGuidesWho We AreBPM1 Service ModelCertified B CorpCommunityFirm ReportGlobal reachLocationsSan FranciscoFairfieldIrvineLong BeachSacramentoSan JoseSanta MonicaSanta RosaSt. HelenaWalnut CreekIndiaCanadaLas VegasEugeneSeattleNewsOur peopleOur leadershipCareersBenefitsDEIBEarly Careers & StudentsExperienced HiresLearning & DevelopmentOpen rolesContact UsGlobal Mobile SearchStreamlining Complex Wealth Management for a Family Office  A West Coast-based family office led by a former executive of a major financial services company engaged BPM in 2015 to provide comprehensive family office services.Measuring the Business Impact of Agentic AI and Automation  Traditional ROI models were built for a different era, one where automation meant speeding up a single task in a single department. Agentic AI doesn’t work that way, and neither should the way you measure it.  What’s Keeping Cybersecurity Teams Up at Night — And What to Do About It The threats targeting organizations like yours aren’t slowing down, and without a clear picture of what’s coming, the risks you overlook today could become the incidents you’re responding to tomorrow.Insight Measuring the Business Impact of Agentic AI and Automation Insight Is It Time to Outsource Payroll at Your Law Firm? Insight How the Right Financial System Reduces Family Office Conflict Insight Sage Intacct vs QuickBooks: When to SwitchInsight Qualified Production Property Bonus Depreciation: Key Insights from IRS Notice 2026-16Insight Accounts Payable Best Practices: Streamlining Vendor Payments and Approval Workflows Webinar What's Keeping Cybersecurity Teams Up at Night — And What to Do About ItInsight How to Choose an Outsourced Accountant Insight Cross-Border Tax Strategies for Retailers Facing Trade Disruption Insight Understanding Sage Intacct Pricing: A Comprehensive Guide for Businesses EXPLORE ALL INSIGHTS ›Measuring the Business Impact of Agentic AI and Automation  Traditional ROI models were built for a different era, one where automation meant speeding up a single task in a single department. Agentic AI doesn’t work that way, and neither should the way you measure it.   April 14, 2026Is It Time to Outsource Payroll at Your Law Firm?  Learn about the unique payroll challenges law firms face and walk through the clearest signs that it’s time to bring in outside help.   April 13, 2026How the Right Financial System Reduces Family Office Conflict  Family office conflicts are rarely about just the money. They touch deeper issues — control, identity, fairness — that often surface disguised as financial decisions. April 10, 2026EXPLORE ALL WEBINARS ›What’s Keeping Cybersecurity Teams Up at Night — And What to Do About It The threats targeting organizations like yours aren’t slowing down, and without a clear picture of what’s coming, the risks you overlook today could become the incidents you’re responding to tomorrow. May 7, 2026Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them For life sciences companies, the gaps that go unaddressed today can delay your IPO timeline or create valuation drag when it matters most. June 4, 2026Nonprofit Compensation and Total Rewards: Designing Sustainable Pay Programs Funding uncertainty, rising talent competition, and growing equity expectations are forcing organizations to rethink how they attract and retain the people who drive their mission forward. May 6, 2026EXPLORE ALL EVENTS ›Unwind with BPM at Sage Future 2026: Network Event  Join BPM’s Sage Future networking event in San Francisco for drinks, insights, and conversations with finance and operations leaders after Sage Future. April 29, 2026Hard Hats & Happy Hour: Network Event Bring Your Crew. We’ve Got the Tab. Headed to CONEXPO? Wrap up a day of show floor buzz, and unwind … March 5, 2026Bay Area CFO Forum Profiling the Visionary CFO: Finance in an AI World Join BPM, Century Group, and Mercer at the next Bay Area … October 22, 2025EXPLORE ALL CASE STUDIES ›Streamlining Complex Wealth Management for a Family Office  A West Coast-based family office led by a former executive of a major financial services company engaged BPM in 2015 to provide comprehensive family office services. January 12, 2026Invoice Automation for a Property Management Company  See how invoice automation for property management companies reduced billing time, eliminated manual work, and improved accuracy across 100+ properties. January 9, 2026Automating Trial Balance Processing for a Real Estate Fund  A private equity real estate fund manages a diverse portfolio of 20 commercial properties across multiple markets. January 8, 2026EXPLORE ALL GUIDES ›The HR & payroll transformation guide Download the e-book, “The HR & payroll transformation guide” for strategic insights on optimizing your HR operations and creating a roadmap for sustainable growth. June 30, 2025Your business sale journey: A strategic approach to maximizing value Selling your business can be complex and high-stakes. This guide offers professional insights to help you prepare, plan your timeline, and protect your business’s value. June 23, 2025Maximizing Your NetSuite Investment Download the e-book, “Maximizing your NetSuite Investment” for insights Implementation approaches and operational benefits for scaling companies. 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ServicesSecurity Operations CenterIncident ReadinessTabletop ExerciseBusiness Continuity & Disaster RecoveryData AnalyticsBig Data AnalyticsProcess AutomationTechnical Data SolutionsESGFund AdministrationHuman ResourcesHR StrategyHR ConsultingPEO TransitionHR AssessmentCompensation ConsultingHR OperationsOutsourced HRPayroll ServicesHR SystemsisolvedBPM LinkHR CompliancePooled Employer PlanWorkforce ManagementTalent AssessmentWorkforce OptimizationTransforming HR with AIManaged ServicesEquity ManagementManaged IT ServicesProject ManagementArtificial Intelligence ServicesAgentic AI & Process AutomationTransforming HR with AITaxCorporate TaxASC 740 Tax ProvisionCost Segregation ServicesDPAD Section 199IC Disc and Export IncentiveM&A Tax ServicesR&D Tax CreditSection 382State & Local TaxesCHIPS ActFlow-ThroughInternational TaxCanadian Companies Doing Business in the USChina Tax ServicesGlobal Tax Strategy ConsultingIndirect TaxIntellectual Property Tax PlanningIRS Voluntary DisclosureMexico & Latin America Tax ServicesTax Quantitative ServicesTransfer PricingIRA Tax Credit SolutionsNational TaxPrivate Client ServicesCharitable GivingEstates, Gifts & TrustsFamily Office ServicesFiduciary AccountingStock Option PlanningTax Planning & ComplianceAccountingOutsourced AccountingAccounts Payable & Accounts Receivable ManagementOutsourced Accounting for StartupsBlockchain & Digital AssetsConstructionNonprofitReal Estate PEWineriesTechnical AccountingRevenue RecognitionEquity-Based CompensationLease AccountingSEC ReportingSoftware Development AccountingDebt and Equity Accounting Consolidation AccountingIFRS/GAAP ConversionFamily Office AccountingForensic AccountingLitigation & Dispute AdvisoryCommercial LitigationExpert WitnessFamily Law & DivorceAlternative Dispute ResolutionMediation Fraud & ForensicsDigital ForensicsWealth ManagementIndividualsPhysiciansDentistsTechnology SolutionsNetSuiteNetSuite SolutionsConsultingAccelerator 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