Q&A with Bryan Rhody, Director, Technology Solutions

Bryan Rhody, BPM

Founded in 1986, BPM is one of the 50 largest public accounting and advisory firms in the country. With six offices across the Bay Area – as well as offices in Oregon, Hong Kong and the Cayman Islands – BPM serves emerging, mid-cap, and closely-held businesses as well as high-net-worth individuals in a broad reach of industries including technology, financial services, life science, manufacturing, food, wine and craft brewing. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.

What qualifies your company as the VAR of the month?

Without question, it is our ability to provide immediate value to our clients on every single engagement. We realize that a NetSuite project is so much more than enabling features and configuring software. At BPM, we provide transformative advisory services through technology. It’s about connecting with each of our clients to truly understand their unique situation and understand what they are going through. Often times a company’s competitive advantage – what makes them unique – can create a barrier for growth. Our proven ability to develop effective solutions through NetSuite not only creates efficiencies throughout our clients’ businesses, but it transforms their lives.

What makes your firm successful?

Our deep relationships with our clients and our strong commitment to their success is the catalyst to our growth. From the client’s perspective, transitioning their business and financial operations to the cloud can seem like a daunting task, especially when you factor in the day to day activities to running a business. These are complicated projects that require strategic planning, process design, change management, training, and support. Our clients know they can trust us to manage the entire project while they focus on growing their business. We also treat each NetSuite project as a significant opportunity for our clients to improve processes, assess compliance, and evaluate controls. As a full service tax, audit and advisory firm with specialty services across a dozen industries, our clients benefit from our technical accounting and compliance experience across the board.

How are you growing your firm? How do you plan to continue to grow?

We have fantastic clients at BPM. Our focus is to provide additional value to our clients through our specialized approach, like our NetSuite capabilities. Our partnership with NetSuite positions us well to provide our clients what they’ve been asking for in terms of software advisory services. We anticipate doubling the size of our team this year to keep pace with the demand. We are always looking to expand our geographic footprint and reach as we continue to search for strategic business combinations.

What opportunities do you see in the market?

We are starting to see a shift in how the market is expecting software deployment – configuration and rollout timelines are being compressed. We see an opportunity here with SuiteSuccess to create our own configuration efficiencies which will allow us to focus on more value added advisory activities with our clients. One area in particular we see this being extremely beneficial is in the private equity sector. We are investing a tremendous amount of time to develop a software solution that can be deployed quickly for investors executing carve-out transactions, helping them negotiate / shorten TSA periods (the very expensive process of borrowing parent company’s people and systems) by many months which ultimately accelerates their position along that value creation curve. We’re excited for what’s in store and look forward to helping the next generation of companies succeed in the global marketplace.

If you would like to discuss your current systems, contact Bryan Rhody, Director of BPM’s Technology Solutions Practice at (925) 296-1031 or brhody@bpmcpa.com

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