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Services

Offering our clients the best of both worlds–personalized, local service with the knowledge and expertise of a national firm–BPW is pleased to provide you with a full suite of services to enhance your opportunity to grow.

With your financial success our highest priority, we believe in providing you with creative and objective solutions tailored to fit your needs.

We look forward to helping you succeed.

AUDIT SERVICES
Audit services provide varying levels of assurance that your organization's financial practices and procedures result in accurate and objective financial statements. Financial statements help owners and managers make strategic operating decisions, enable creditors to evaluate loan applications and provide valuable information to investors. With the Central Coast’s largest dedicated audit department, BPW can assist you with reducing risks associated with financial reporting by delivering Audits, Reviews and Compilations to meet almost every need. More information...
  ESTATE PLANNING
Estate planning involves the orderly control and management of your assets, with arrangements for the eventual transfer of those assets to your chosen heirs or selected beneficiaries, with the least amount of tax and probate fees. BPW’s estate planning team coordinates all of your estate planning needs, including property titling, asset protection, annual gifting, heir and beneficiary selection and integrated trust planning. Effective estate planning results in smooth transitions with the least tax burden, providing ultimate peace of mind. More information...
TAX SERVICES
Tax services focus on planning for minimized current and future tax liabilities while ensuring continued compliance with tax laws. BPW’s tax specialists are uniquely qualified to handle all of your business and individual needs. Our depth of knowledge and experience is maintained through our investment in education and state of the art technology, allowing our clients to take full advantage of our ongoing investment. More information...
  COST SEGREGATION SERVICES
Cost segregation is a comprehensive analysis of capital expenditures for a new, expanded, purchased or inherited residential or commercial property. BPW's cost segregation specialists work with industry experts to re-classify construction or acquisition costs associated with an acquired property. This can result in maximized tax savings by accelerating depreciation deductions during the early stages of a property's life, which can lead to increased cash flow. More information...
WEALTH MANAGEMENT
Wealth management is the process of setting, monitoring and attaining various financial objectives. BPW, in concert with Mission Wealth Management, LLC, provides the means to coordinate all of your wealth management needs, including wealth preservation, retirement planning, insurance and investment advisory services. More information...
  LITIGATION SUPPORT
Litigation support services provide accounting and tax assistance in matters involving existing or pending legal actions. BPW's litigation support experts integrate accounting, auditing and investigative skills to perform forensic accounting, damage calculations, divorce planning and expert witness testimony, among others. Our credentials and expertise can help you prevail in making your case. More information...
MICROSOFT BUSINESS SOLUTIONS
Business management and accounting solutions are the foundation of an organization’s day to day operational structure. The successful implementation of a business management or accounting solution depends on many factors, including the selection of a robust, stable system and the expertise offered by well-rounded business consultants. BPW provides a full range of implementation and support services for Microsoft Business Solutions, including Dynamics GP and Dynamics CRM. Through planning, training and support, BPW can help enhance your return on investment and gain a competitive edge in the marketplace. More information...
  BOOKKEEPING SERVICES
Bookkeeping Experts, LLC (BE) combines accounting tasks such as bill pay and bank reconciliation with various record keeping and other management functions to provide a clear financial picture. BE’s bookkeepers utilize computerized accounting systems to provide timely information. By taking charge of financial processes, BE provides the peace of mind to know your financial situation is under control and gives you the ability to devote your time to what you do best. More information...

 
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