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:
01
Behind-The-Scenes Support
We work hard behind-the-scenes, so you can keep your local clients front-and-center
02
Expanded Services
We’ll help you expand to serve new verticals, grow your network, and attract more clients.
03
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.
01
Shared professional resources
02
Human Resource support
03
Managed IT support
04
Business intelligence dashboarding
05
Internal accounting and finance
06
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.