SOC/IT assurance services in fintech: A new era of accountability
The fintech industry is facing a paradigm shift in accountability and oversight. Recent changes have placed increased responsibility on board …
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Assurance
Examine financial statements and assess risks through comprehensive audits and reviews.
Assurance that adds value to your business.
Our Assurance Services go beyond evaluating financial statements. We put our industry knowledge and experience to work, delivering a deep, accurate analysis of your business â from audits to assessments of internal controls. We help you understand where your business is today so you can take the next steps forward with more confidence.
SERVICES
Audit
Feel confident in your companyâs compliance.
Our audit team has experience across a range of industries, allowing us to match clients with auditors who possess a deep understanding of your industryâs standards and requirements. We can help you maintain compliance and position you for growth.
Our capabilities include SEC auditing, government compliance standards, regulatory requirements, pension audits and technical accounting.
IT Assurance
Safeguard your organizationâs information systems.
Keeping information safe and connections secure is a top priority â and an ongoing challenge â for many organizations. Our team will help you assess and manage the IT risks within your business while providing transparency around the way you secure and store data.
Our team specializes in IT assurance and reporting, working with you to gather information about internal processes and controls related to information systems and data security. BPM continues to assist companies around the globe with SOC readiness assessments, cybersecurity assessments, regulatory compliance and telework/remote access security assessments.
Risk Assurance
Take the right risks, at the right time.
As your business grows, taking calculated risks can be a smart way to maximize the opportunities in front of you. But you also need to be in control of the amount of financial, operational, regulatory and technological risks your business may be exposed to.
Our Risk Assurance team works with you to help you understand and manage risk â so you can leverage it to make strategic moves for your organization. Our Risk Assurance Services provide you with access to business process and Sarbanes-Oxley (SOX) compliance, forensic accounting litigation support, internal audits, IT risk and controls consulting, and risk assurance consulting.
Meet our Assurance Leaders
Brian Finnegan
Partner, Assurance
Assurance Practice Group Leader
BPM Board of Directors
Rich Bellucci
Partner, Assurance
Chair, BPM Board of Directors
Brad Holsworth
Of Counsel, Assurance
Financial Services Co-leader
Will Tanem
Partner, Technical Accounting & IPO Readiness
Technical Accounting Practice Leader
Nick Steiner
Partner, Assurance and Advisory
Advisory Practice Group Leader
BPM Board of Directors
Technology Co-leader
Dan Winter
Partner, Assurance
Technology Leader
Shannon Winter
Partner, Assurance
Nonprofit Co-leader
Jenise Gaskin
Of Counsel, Advisory
Rick Parent
of Counsel, Assurance
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.