For firms

Local no longer means small

We help boutique firms thrive and grow with shared professional talent, centralized management support, enterprise software, proven processes and more.

Keeping best-in-class, best-in-class

Care for the client is what makes boutique accounting firms so special.

Our goal is simple: to continue providing industry leading service to local clients with:

Behind-The-Scenes Support

We work hard behind-the-scenes, so you can keep your local clients front-and-center

Expanded Services

We’ll help you expand to serve new verticals, grow your network, and attract more clients.

The Latest Software

Let our operations and integrations team help you adopt and actually start utilizing the industries best technology tools, all for the benefit or your clients

The right support to scale

We provide your firm with the right internal resources at a critical inflection point to allow you to work more efficiently and plan strategically for tomorrow.

Shared professional resources

Human Resource support

Managed IT support

Business intelligence dashboarding

Internal accounting and finance

Industry information and forecasting

An easier way to work. A new way to grow.

Through centralized capability and shared networks, Platform brings you a “turn-key” solution to becoming a full-service firm, making it easier to retain and grow client relationships.

Tax Services

Immediately add depth and breadth of expertise and capacity to your existing tax planning, filing, and advisory practice.

Business consulting

Our dedicated team of consultants provide everything from Outsourced Accounting to fractional CFO services. Plug into a dedicated team, with a defined service offering, various industry expertises, strategic KPI and industry benchmarking competency, and professional reporting deliverables.

Accounting & audits

Leverage new areas of expertise and our broader centralized team, to bring “big firm” attest capability to your small and medium sized business clients. Whether for bank reporting, bonding, capital raises or board reporting we can get it done.

Stop relying on gut feelings

See your business in a new light using real-time data and analytics dashboards. With deep insights into client profiles, client concentrations, local and national pricing, and work planning and allocation, you will know what the next best move is.