Platform Accounting Group

About Platform Accounting Group

Platform Accounting Group is a next-generation accounting firm focused on supporting boutique accounting firms since 2015. They provide modern tools, resources, and support to help small firms thrive in a changing environment, blending local relationship-building with enterprise-level capabilities. Their mission is to shape the future of boutique accounting through shared talent, centralized management, and a people-first culture.

Products & Services

Solutions for Firms:Scalable solutions including shared professional talent, centralized management support, and enterprise software for boutique accounting firms.

Personalized Service:Behind-the-scenes support to ensure firms provide individualized, local attention to clients.

Flexible Approach:Adaptable services tailored to the needs of each office, team member, and client.

Enterprise Technology:Access to advanced technology as part of their workplace offerings.

Tax and Business Consulting:Provided through PT&C Group, LLC and its subsidiaries.

Attest Services:Provided by Platform CPAs, LLP, a licensed independent CPA firm.

Specialties

Boutique Accounting Firms Support Enterprise-Level Capability Integration Local Relationship Building Shared Talent Resources Centralized Management Support

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Minority funding round T: - FT: Minority funding round	A: 85000000 MR: - FA: $85 million FAN: 85000000	D: 2024-02-07 FD: 2024-02-07	3 investors

Minority funding round Latest

2024-02-07

$85.0M

3 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

R

Reyes Florez

Chief Executive Officer

T

Tyson Chapman

Chief Operating Officer

R

Ryan Bateman

Chief Financial Officer

P

Paul Solie

Chief Information Security Officer

M

Michael Knecht

Senior Operations Manager

J

Jeff Dredge

Head of Client Accounting Services

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