Platform Accounting

Champions of the boutique firm

With our roots in small firms, we’ve chosen to focus on the most rewarding part of accounting work—building relationships.

Doing things our own way

Platform was created to preserve the dynamics of small office cultures while incorporating the technology and connectedness of the 21st century.

Local relationships

Local accountants and their clients share a special rapport that comes from being a part of the same community.

Enterprise resources

In an ever-changing industry, sharing best-in-class operational resources and processes helps firms to navigate their future.


Deep roots, not branches.

Platform continues to grow while maintaining its small office ethos by collecting the best personalities and the best talent in accounting.

Reyes Florez

Chief Executive Officer

Reyes brings a diverse mix of finance and accounting expertise from his time at Goldman Sachs and Credit Suisse, and a mix of broad functional skills from the time he spent operating his family’s boutique accounting firm. As CEO, he’s dedicated to providing an exceptional opportunity for the people and firms of the Platform Accounting Group. 

Tyson Chapman

Chief Operating Officer

With a management consulting, people, and strategy background, Tyson is skilled in people development, driving growth, and streamlining processes. He leads operations across all of Platform’s offices and holds a BS in Economics from Brigham Young University and an MBA from the University of Chicago. 

Natalee Harris, CPA

Managing Tax Partner / Director

As one of Platform’s resident tax experts, Natalee supports training and compliance across the firm, while leading the day-to-day operations of the Salt Lake City office. She is a licensed CPA in multiple mountain region states and enjoys working directly with clients in smaller teams.

Brad Anderson, CPA

Chief Financial Officer

Brad leads the finance and accounting team at Platform. He brings experience that includes over a decade in leadership roles at Goldman Sachs and EY, as well as entrepreneurial experience having grown his family business into one of Utah’s premier providers of in-home care. Brad is also a licensed CPA. 

Cathy Knepp

Director of HR

Cathy’s technical tax and accounting background, along with her Human Resource Management experience, make her a valuable advocate for employees at Platform. Having experienced the early acquisition process firsthand, she leverages her expertise to ensure Platform’s people have the right support for success.

Jeff Dredge, CPA

Head of Client Accounting Services

Jeff leads the Client Accounting Services segment of the firm, where he and his team focus on providing clients with outsourced accounting, outsourced CFO, and specialized industry consulting services. He has over 30 years of experience working with businesses in establishing and utilizing accounting systems. Jeff is a licensed CPA in the state of Utah, California, and New Jersey and a graduate of Brigham Young University.

Chris Shafer

Head of Talent Acquisition

Chris joined the firm from a Midwest-based staffing agency where he spent almost a decade recruiting tax and accounting talent. He currently oversees recruiting efforts for all of Platform’s offices. He focuses on bringing high-level talent to the company while maintaining a fun and thriving work environment.

Noah Beery

Director of Finance and Corporate Development

With a background in Corporate Finance and Investment Banking, Noah leads Platform’s corporate development efforts. Prior to Platform, Noah was an advisor out of the Los Angeles, CA office of Credit Suisse, where he advised on over $20 billion in financings across leveraged loans, HY bonds, and equity products.

Sonja B. Wilson, CPA

Tax Training Manager

Sonja is an award-winning educator, CPA, and tax attorney with over twenty years of experience. She focuses on training and development at Platform, helping all employees develop their professional skills and evolve into the “best” version of themselves.

Dustin Crump

Head of IT

Dustin manages the firm’s diverse technological environments, prioritizing security and efficiency. He has experience building out large IT infrastructures and support teams from his time at other financial institutions and Tesla.

Erik Sanchez

Acquisition Transition Manager

With almost a decade of experience in accounting, tax, financial statement preparation, and CPA firm operations, Erik provides ongoing day-to-day support and solutions for several of Platform’s offices as well as leads out several integration initiatives post-acquisition. 

Michael Knecht

Senior Operations Manager

Mike works in operations to streamline the onboarding and long term success of each firm here at Platform Accounting Group. Mike has a Bachelor’s in Economics From Brigham Young University and a Master’s in Business Administration from Duke’s Fuqua School of Business.   He comes with a decade of experience leading teams and developing core processes used by thousands of employees in both Field and Sales operations for a leading Technology provider. Mike enjoys spending time with his family and training for his next Triathlon.

Joseph Calise, CPA

Napa, CA

Jim Clark, CPA

Austin, TX

John Clements, CPA

Austin, TX

Ben Reynolds, CPA

Fort Collins, CO

Josh Schepers, CPA

Boulder, CO

Payal Shah, CPA

Fremont, CA

Gopal Ghising, CPA

Palo Alto, CA

Heather Lalor, CPA 

Annapolis, MD

Stephen Boehmer, CPA

Fraser, CO

Michael Dreyer, CPA 

San Leandro, CA

Nate Mendenhall, CPA

Director of Client Accounting Services

Genevieve Kalmes, CPA 

Steamboat Springs, CO

Mitchell King, CPA 

Newbury Park, CA

Brian Alpert, CPA 

Newbury Park, CA

Janine Jaech, EA

Seattle, WA

Cathy Stapley, CPA

Modesto, CA

Mark Cook, CPA

Modesto, CA

Patrick Murray, CPA

Annapolis, MD 

Jeremy Reiss, CPA 

Denver, CO

Ryan Petersen, CPA

Denver, CO

Megan Smith, CPA

South San Francisco, CA

Denise Capie, CPA 

Danville, CA

James Kepke, CPA 

Danville, CA

Peter Martin, CPA 

Mercerville, NJ