Platform Accounting

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
Client accounting
& outsourced CFO
Audit &
Special industry

Specialized expertise

Platform Advisors work with 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.