Case Study: Berkowitz Pollack Brant simplifies communications and drives collaboration with Zoom Video Communications

Zoom Helps Accounting Firm Berkowitz Pollack Brant Advisors + CPAs Simplify Management and Drive Collaboration

Berkowitz Pollack Brant Advisors + CPAs (BPB) is a top-100 U.S. accounting firm headquartered in Miami with nearly 300 professionals across five offices, serving clients in wealth management, commercial real estate, forensic accounting and advisory services. BPB struggled with unreliable, disparate legacy video systems and a complex on‑premises phone setup that required heavy IT and vendor support, caused connectivity problems with external parties, and carried high hardware costs.

BPB replaced its legacy stack with Zoom Meetings, Zoom Rooms and Zoom Phone, working with Zoom’s Professional Services to migrate phones and simplify deployment. The move lowered costs (allowing many more rooms to be outfitted), cut infrastructure management, resolved porting issues, and gave employees flexible softphone/mobile options—resulting in more reliable, easy-to-use video and voice communications and improved collaboration across the firm.

Berkowitz Pollack Brant

Joe Gutierrez

Chief Information Officer