Teams at BPM LLP

Provides accounting and advisory services to nonprofit clients, including month-end close, fund accounting, reconciliations, financial reporting, grant and donor reporting, and audit preparation. Manages multiple client engagements, communicates directly with stakeholders, supports process improvements, reviews junior staff work, and assists with client onboarding. Uses QuickBooks, NetSuite, Sage Intacct, and Excel while applying nonprofit accounting principles and U.S. GAAP.

Manage business valuation engagements for financial reporting, tax, transactions, disputes, and audit support. Lead valuation analyses, reports, exhibits, quality control, issue resolution, client relationships, staff development, project management, and business development. Apply financial modeling, capital markets, derivatives, and advanced analytical techniques while supporting marketing and thought leadership initiatives.

Lead tax compliance, planning, and consulting engagements for cryptocurrency, blockchain, Web3, and digital asset clients. Advise on federal, state, and international tax matters involving transactions, token issuances, staking, mining, DeFi, and NFTs. Review complex tax filings and technical memoranda, manage client relationships, budgets, staffing, and profitability, mentor tax professionals, and help expand BPM’s digital asset tax practice.