Going beyond the basics
Platform empowers all of its offices to be full-service accounting firms, providing more capability to clients and more opportunity for its people.
One home for financial consulting
We’re thoughtfully building an all-encompassing service provider for individual and SMB clients.
Tax & compliance
services
Client accounting
& outsourced CFO
Audit &
assurance
Special industry
consulting
Specialized expertise
Platform Advisors work with local tax firms to support client needs as they progress in their business journeys.
With decades of experience in their respective fields, each advisor brings top-notch consulting to 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.
Audit & assurance
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.
Specialized consulting
The Platform team is a diverse group of seasoned experts. With backgrounds in various specialties, our consultants provide services tailored to your business’s specific industry.