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| Burr Pilger Mayer, Inc. (BPM) |
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Mission statement:
Burr, Pilger & Mayer LLP is a team of innovative accountants and consultants servicing a diverse clientele.
We deliver creative, proactive services in a timely, cost-effective manner to assist our clients in achieving financial and business goals.
Because People Matter, we are dedicated to creating an environment fostering a balanced quality of life and a commitment to the community in which we live, work, and play.
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Profile:
Dynamic. Fun. People driven High-touch client service. Community involvement. These concepts aren’t usually associated with accountants, but they are with Burr Pilger Mayer, Inc.
Not your typical number crunchers, the San Francisco Bay Area’s leading regional accounting firm is known for its innovative, value-added solutions to clients’ tax and business challenges.
The firm also engages in some nonstereotypical behavior. From borrowing best practices of cultural anthropologists and Navy SEALS to staffing reading programs at local public schools, BPM redefines modern notions of accounting and business consultancy.
There are some bows to convention BPM’s more than 325 employees, practicing in five Bay Area locations, do provide the full range of accounting advisory services — tax, assurance, wealth management and business consulting.
By applying these levels of financial and business expertise, BPM has been breaking the financial code for individuals and business clients, publicly traded companies and privately held businesses in the San Francisco Bay Area market for the past 23 years.
Unconventional Excellence
BPM distinguishes itself through its emphasis on people. Commitments to clients, creative solutions, taking care of employees and community trusteeship are the pillars of the firm.
“The people who work at our company care. They care about clients and their fellow employees. They care about their families and the community. When you wake up in the morning and you care, you will do a better job,” explains Managing Partner Stephen D. Mayer.
For BPM, caring and following the path less traveled have proven to be smart business.
Since its inception in 1986, BPM’s annual growth has averaged more than 20 percent each year, an extraordinary benchmark for any company.
Of even greater importance has been the quality of BPM’s growth. It has maintained its standards of excellence through multiple mergers and an expanded footprint, garnering such accolades as “Best Places to Work” and “Best of Best” from industry and business observers.
Local Advisers for Worldwide Business
The story behind BPM’s wide recognition is its sustained ability to compete against the Big Four accounting firms as well as large national firms. Beating the giants at their own game has always been part of the plan.
BPM partners and advisers make decisions locally. That means responsive, innovative solutions tailored to each client’s issue. This contrasts the Big Four’s hierarchy- heavy process of prolonged decisionmaking made several time zones away.
With strategic locations in San Francisco, Palo Alto, Walnut Creek, Novato and San Jose, BPM serves clients where they work and takes the time to understand clients’ companies.
As the Bay Area’s largest regional accounting firm, BPM advises business leaders operating on a world platform More than 80 percent of BPM partners trained and practiced with the large accounting firms, and they bring that unique depth of experience and knowledge to BPM.
The firm’s national and global reach is extended through network affiliations in The Leading Edge Alliance. BPM clients have access to the firm’s working partnerships with more than 120 accounting firms in the United States and worldwide. In 2007, BPM worked with more than 60 other accounting firms worldwide to serve their clients.
From working with life sciences technology start-ups on intellectual property valuations to teaming with Fortune 500 companies or supporting the wind down of maturing businesses, BPM professionals are trusted advisers to CFOs, accounting departments and executives and help them realize their business objectives.
Other industries in which the firm regularly advises includes technology, real estate, construction, financial services, professional service firms, retail, wholesale, manufacturing and nonprofits.
Leadership with Vision
The vision behind BPM’s services and workplace culture is widely attributed to cofounders Steve Mayer, Henry Pilger and Curtis Burr, who enjoy a 30-year friendship.
Frustrated by the limitations of large mainstream accounting firms that they experienced while at Coopers & Lybrand, they joined forces in 1986 to service the emerging needs of Bay Area business.
Named one of the most admired CEOs by the San Francisco Business Times, Mayer, along with his partners, foster an entrepreneurial and enthusiastic atmosphere and are as committed to their employees as they are to clients.
Whether digging in for a professional “street fight” to prevent the bankruptcy of a major client or hosting a Giants baseball event raising $100,000 to benefit a former employee’s sick child, BPM does not conduct business in half measures.
Since the beginning, BPM has focused on delivering creative, proactive and costeffective services to help clients achieve their financial and business goals. And one of the best ways to accomplish this is to create a work environment where employees are challenged and engaged, where they grow professionally and where they have a real work-life balance.
BPM Values
Transparency, integrity and honesty are major tenets in BPM’s management focus The firm holds town-hall meetings where they open the agenda to all employees and readily field questions, even the tough ones.
To encourage the imagination and entrepreneurial talents of all employees, BPM staff members lead the firm’s annual community service day, known as Because People Matter Day or BPM Day. Activities on BPM Days have ranged from painting, cleaning and maintenance to habitat restoration and building sets for a local community theater. Instead of throwing a party to mark a company anniversary, the firm took a strong role in the San Francisco Food Bank’s campaign for a new warehouse and raised a total of $250,000 on top of the firm’s sweat equity in the project.
The commitment to giving back carries through the company. BPM partners are active leaders in professional organizations including the Californian Society of CPAs, American Institute of Certified Public Accountants (AICPA), San Francisco Chamber of Commerce and BayBio Partners and managers of BPM have served on more than 100 boards of business, community and professional organizations.
Breaking the Financial Code for The Future
Just as the financial codes and rules governing clients’ businesses are constantly changing, so are the needs of a thriving workplace
“It’s like painting the Golden Gate Bridge, the work is never done,” remarks Mayer BPM’s future includes continued growth and a “block and tackle” strategy to remain relevant by remaining visionary and developing underserved niches needed by clients.
BPM was one of the first regional accounting firms to start a U.S. Securities and Exchange Commission (SEC) practice area. The firm’s integrated wealth management and estate planning advisory services were also ahead of the curve. In staffing, once again the firm takes a personal and custom approach, carefully matching the right professionals with the needs of the client, while always keeping the value proposition in the forefront.
Steve Mayer co-founder of BPMAttract, Develop and Retain
Looking ahead, Mayer views one of the greatest challenges to the accounting profession is in recruiting the next generation Currently, the firm’s stated business focus is to “Attract, Develop and Retain.” Previous mandates have included “Good to Great,” “Ring the Bay” and “Year of the Mergers.” All of which have been realized and met with BPM’s high standards.
Burr Pilger Mayer is optimistic in its ability to attract and retain the finest professionals to its firm. One internal step it has taken is introducing an employee stock ownership plan available to all employees, making it the first regional accounting firm in the U.S. to adopt an ESOP. Externally, there has been a recent rise in the number of college students enrolled in accounting courses, in part motivated by post-Sarbanes-Oxley Act demand. BPM has recently created an ambassador program at the 10 colleges where they recruit accounting students.
With its novel approaches, work-balance commitment and strong client service ethos, BPM is proving attractive to both the new breed of accounting professionals and business leaders of all generations. |
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Overview:
Since 1986, Burr Pilger Mayer, Inc. has created an environment where our people like coming to work, our clients depend on us and our focus is on building the future. Today, BPM has offices in San Francisco, San Jose, Palo Alto, Walnut Creek, Novato, and Santa Rosa, global capacities, hundreds of highly trained professionals, and a deep involvement in the communities we serve.
BPM is owner-run, with a first-hand understanding of the entrepreneurial spirit and the intricacies of managing a business.
Our Service
Assurance - Public and private company audits and reviews, internal control testing including Sarbanes Oxley 404 services and general accounting consulting.
Tax - Federal, state, local and international tax preparation for businesses and individuals, tax planning and consulting, including FASB 109 and FIN 48.
Consulting - A full range of services, including performance improvement, IT consulting, valuations, litigation support, merger/acquisition, write-up and client accounting services/software, as well as dissolution and wind-down services.
Wealth Management - Comprehensive personal financial planning for individuals and their families, including estate planning, investment advisory services and insurance strategies.
At BPM, we know that our clients are not only looking for expertise with numbers, but also an understanding of their specific needs. It is a responsibility that we take seriously, and it is the driving force behind our success and the success of our clients. |
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History:
Curtis Burr, Henry Pilger, and Steve Mayer weren't satisfied being your mainstream CPA's. Working at Coopers & Lybrand, the trio was frustrated by the limitations of the large accounting firms they experienced. In 1986, they joined forces to service the emerging needs of Bay Area businesses and together founded Burr, Pilger & Mayer LLP.
Four years later, the San Francisco Business Times labeled us the 25th Largest Accounting Firm. But we were in no way satisfied with our growth. In 1994, after another four years, we opened our second office in Palo Alto, the heart of the then-emerging Silicon Valley. In 2012, we merged with Windes & McClaughry of Long Beach to create the largest California-based accounting and consulting firm. Today, we have 10 offices sprawling Northern and Southern California, as well as Hong Kong.
BPM's annual growth has averaged more than 20 percent per year. As we've grown through expansion and mergers, we've kept the red tape away and held onto the personalized feel that has always defined our firm. As such, BPM has been awarded "Best Places to Work," and "Best Managed CPA Firms" numerous times.
As we venture into a new decade, we continue to revolve around three founding principles: provide a full range of services to clients, commitment to the community, and have fun. |
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