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Platform Accounting Group

Acquires and operates boutique accounting and professional services firms.

Discussion
accountingfinancial-services

Company facts

Founded
2015
Employees
1,106
Headquarters
United States
CEO
Reyes Florez
Type
Private
Funding
Private Equity · $85M · 2024
Subsidiaries
Platform CPA LLP, PT&C Group LLC, Platform Wealth Advisors, Walpole Financial Advisors, Alpert & King

About

At Platform Accounting Group, we’re passionate about supporting boutique accounting firms by providing them with the modern tools, resources, and support necessary to thrive in today's rapidly changing environment. Since our inception in 2015, we've focused on preserving the dynamics of small firm cultures while integrating next-generation technology and connectivity. This unique approach helps our partners prioritize relationships with their clients while we handle the complexities of operations and compliance behind the scenes. Our operations encompass a variety of services including tax, audit, and advisory services, leveraging shared professional talent and centralized management support. We pride ourselves on being champions for boutique accounting firms, providing them with a blend of localized, personalized service and scalable solutions. Each firm that joins our network benefits not only from our extensive resources but also from a collective expertise designed to foster growth and enhance client relationships. With over 500 employees across multiple states, we operate from our headquarters in Salt Lake City, Utah, and are committed to helping firms enhance their capabilities while focusing on their core value—providing exceptional client service.

6 jobs

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