Empowering businesses with personalized financial guidance across industries. #BecausePeopleMatter

San Francisco, CA
Joined January 2010
Curious about the impact of TCJA changes on the real estate industry? Check out insights from BPM's Ron Hauser to stay in the know and navigate these changes strategically: hubs.li/Q02NTjkX0 #TaxUpdates #RealEstateInsights
1
261
Intrigued by #SageIntacct and #QuickBooks but unsure which is your perfect fit? 🤷 Dive into the comparison below to find the best solution for YOUR unique needs! ▶️ Explore the full breakdown here: hubs.li/Q02NThVS0
1
1
190
Master the art of audit readiness with our must-read guide! From early planning to execution, we cover what you need to know for a smoother audit. 🔍 Access the guide here: hubs.ly/Q02NJllq0 #AuditReadiness #FinancialCompliance #OperationalEfficiency
1
116
Starting in 2025, there are significant revisions to Form 6765 and R&D credit refund procedures. Impacted businesses should consider adjusting their tax planning accordingly. Stay informed and learn more here: hubs.ly/Q02NJgSx0 #RDcredits #IRSForm6765 #TaxTips
1
68
Get our FREE e-book on #DEIB and take the first step towards building a more inclusive workplace. Download now: hubs.li/Q02NJh1H0 #BecausePeopleMatter
1
61
Ready to save BIG on your next shopping spree? 🛍️ Find out how the 2024 sales tax holidays can help you shop smarter and tax-free! Read now: hubs.li/Q02N6rgk0 #SalesTaxHolidays #TaxFreeShopping #SavingsGuide
54
There were over 3,000 data breaches in 2023 — a 78% increase from 2022 and an all-time high. 😱 With data breaches on the rise, here are 5️⃣ crucial steps to prevent identity theft and fraud: hubs.li/Q02MBkg20 #TaxSecurity #IdentityProtection
48
Exciting news! 🥳 We've been named to @AccountingToday's 2024 VAR 100 list! We're proud to be recognized among the top tech-savvy firms driving innovation in #ERP and #AI solutions. ➡️ Learn more here: hubs.li/Q02MB7R10
52
Happy #WomensEqualityDay! 🎉 We encourage you to celebrate by supporting women in all areas of life and work. Join us in uplifting women, breaking barriers and fostering an equitable workplace where everyone can thrive.
33
nobody will remember: - your salary - how “busy you were” - how many hours you worked people will remember: - how many tax credits you qualified for - that time you avoided a cyberattack - how you lead your company with ethical practices and sustainability
1
42
Are you concerned about #AI taking over your job? Check out this insightful interview published by @AuthorityMgzine with BPM's Ken Frantz as he shares advice on navigating the challenges and opportunities brought by AI: hubs.li/Q02LC_4P0 #AIDisruption #LeadershipAction
1
56
The #SummerOlympics may have come to a wrap, but our BPMers are still feeling the high spirits of friendly competition! Check out some of our amazing BPMers taking on the challenge of capturing themselves in action as they tackle various Olympic sports! #Paris2024
41
Join us on August 22 as Jasmin Moore, Senior Director of Sustainability and Impact for @Earthjustice, shares actionable insights on operationalizing sustainability in your #nonprofit. Don't wait! Register now to stay informed and ahead of the curve: hubs.li/Q02LBMg80
89
Happy Indian Independence Day! 🇮🇳 As we honor this significant day, our Bengaluru office will be closed to allow our team members to enjoy the festivities with their loved ones. #BPMIndia #JaiHind
43
Hackers are finding clever ways to slip through cloud security gaps undetected. Discover how BPM Senior Penetration Tester Sam Zarn suggests protecting your organization's hybrid environment against stealthy cyber intrusion. Read more from @Techopedia: hubs.ly/Q02L97jq0
25
Our comprehensive guide to #fintech compliance is your compass to navigate the complex world of regulations, implement best practices and keep your operations at peak performance. You don't want to miss out on this valuable resource! ➡️ Read now: hubs.li/Q02K72ZS0
1
33
Is your organization struggling with employee disengagement? It's time to address the potential disconnect in your #DEIB values. Learn how a DEIB assessment can enhance your organization's overall performance: hubs.li/Q02JYFKy0 #EmployeeEngagement
16
#Prop1 has set the stage for both hope and controversy, making it crucial for #nonprofit organizations to understand its impact. Discover how this initiative can shape your organization's mission and drive positive change:hubs.li/Q02JGhSw0
17
We're thrilled to announce that our CEO, Jim Wallace, has been recognized for his visionary leadership and innovative contributions by the @latimes! Cheers to Jim for inspiring us all and for his remarkable impact within BPM and beyond! Learn more: hubs.li/Q02JCySf0
20
Feeling torn between Nevada's state-sponsored retirement program and an employer-sponsored plan? With the launch set for mid-2025, it's vital to weigh your options now for long-term benefits. Learn more: hubs.li/Q02J5Xn_0 #NevadaSavingsTrust #RetirementReadiness
26