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"When time, wealth and reputation are on the line, a trusted relationship with a deep bench of tax professionals is critical. BPW goes well beyond general tax services to provide a full suite of financial solutions for their clients."

Seth Streeter
Mission Wealth Management, LLC

AFFILIATIONS

MCGLADREY ALLIANCE
MICROSOFT BUSINESS SOLUTIONS
MISSION WEALTH MANAGEMENT, LLC
BOOKKEEPING EXPERTS, LLC

Our partnership with first-class organizations allows us to offer a depth of resources to meet the needs and expectations of our clients, ensuring convenience, excellence and quality.

BPW is an integral part of the McGladrey Alliance, a premiere affiliation of independent accounting and consulting firms in the United States, with more than 90 members in 42 states and Puerto Rico. This affiliation gives us access to a full range of national and international capabilities. We accepted an invitation to become a member of the McGladrey Alliance because it is a natural fit with our commitment to our clients and our determination to stay on the forefront of developments affecting accounting and consulting firms today.

With Microsoft Business Solutions, our clients have the opportunity to save time and effort by incorporating Microsoft Dynamics GP accounting software into their daily operations. BPW also partners with Microsoft to offer Customer Relationship Management (CRM) software and support services to help our clients manage customer interactions and sales leads.

Many of our clients benefit from the uniquely, exclusive services offered by our affiliate, Mission Wealth Management, LLC (MWM). Their services are carefully refined to be just for you and yours. MWM offers financial planning, wealth management, investment and retirement planning services—leaving you free to choose how to make the most of your time.

Individuals and businesses may also seek convenience and peace of mind by partnering with Bookkeeping Experts, LLC (BE). BE offers personalized bookkeeping services, ensuring timely payments, comprehensive records and sophisticated reports.

BPW's accountants are active members of the America Institute of CPAs (AICPA) and California Society of CPAs (CalCPA). As members, we stay well-informed on industry developments and involved in raising awareness on ethical standards in our profession.


McGladrey Alliance is a premier affiliation of independent accounting and consulting firms. McGladrey Alliance member firms maintain their name, autonomy and independence and are responsible for their own client fee arrangements, delivery of services and maintenance of client relationships. McGladrey Alliance is a business of RSM McGladrey, Inc., a leading professional services firm providing tax and consulting services. McGladrey is the brand under which RSM McGladrey, Inc. and McGladrey & Pullen, LLP serve clients' business needs. McGladrey, the McGladrey logo and the McGladrey Alliance signatures are used under license by RSM McGladrey, Inc. and McGladrey & Pullen, LLP.


 
 
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