Mid-market focus Target mid-market accounting firms similar to BPM, with 501-1000 employees and revenue in the 1M to 10M range, as they may benefit from BPM’s integrated accounting, tax, and finance expertise to scale services for growth and client success.

Financial services synergy Position BPM’s comprehensive financial counsel as a value add for clients in energy and midstream sectors that appear in the public news mix, offering specialized tax planning, cash flow optimization, and strategic finance support.

Tech-enable services Leverage BPM’s technology stack familiarity with common tools (jQuery, Modernizr, Google Analytics, Pardot) to pitch modern, scalable client portals and analytics-driven advisory services that improve reporting, budgeting, and decision making.

Growth opportunities Capitalize on BPM’s emphasis on client success and disciplined knowledge by offering expanded advisory packages, including strategic planning, M&A support, and profitability diagnostics to attract growing firms seeking holistic stewardship.

Employer and culture Highlight BPM’s knowledgeable and disciplined team as a differentiator to attract clients prioritizing trusted advisory partners, while offering on-boarding and training programs to reduce client ramp time and increase retention.