Platform Accounting Group specializes in acquiring and running independent accounting firms. Platform gives retiring CPAs the financial security they deserve while continuing the one-on-one relationships their clients expect. All while delivering tax and accounting services in a fresh and modern way. 

We're a team of seasoned accounting, M&A, and marketing professionals bringing new technology, advanced operating models, and a different way of doing business to an old industry. We believe that smaller is better. That relationships matter. And that a smarter approach can help local firms and the CPAs who run them deliver more value and amazing customer experience. 

Platform has a growing presence under a number of localized brands throughout the Western U.S. 

Accounting

Business Development

Consulting

Platform Accounting Group

Platform Accounting Group's headquarters in Salt Lake City, UT, United States

Reyes F.

Ryan Bateman

Cathy Knepp, PHR

Natalee Harris

Tyson Chapman

The Finance and Accounting team at Platform Accounting Group is responsible for managing the financial health of acquired accounting firms, ensuring accurate financial reporting, and overseeing tax compliance. This team handles bookkeeping, prepares financial statements, manages budgets, and provides strategic financial analysis to support corporate development and operational decisions. Their work ensures seamless integration of acquired entities and maintains the high-quality service standards expected by clients.

Finance and Accounting

The Leadership Team at Platform Accounting Group oversees the strategic direction and operational excellence of the company. Comprised of the Chief Operating Officer, Founder & CEO, Managing Director, and Chief Financial Officer, this team focuses on driving growth, optimizing acquisition processes, and integrating modern technologies. Their combined expertise ensures the seamless unification of acquired firms, maintaining the personal client relationships and delivering exceptional tax and accounting services across the Western U.S.

Leadership Team

The Operations Team at Platform Accounting Group plays a crucial role in seamlessly integrating newly acquired independent accounting firms into the company's portfolio. Led by the Sr Operations Manager, the team, including Operations Analysts and the Sr Manager of Strategy & Operations, focuses on optimizing operational workflows, implementing advanced technologies, and streamlining processes to ensure consistency and efficiency across all offices. Their work helps maintain the personalized client relationships crucial to the company's success while enhancing service delivery and overall business performance.

Platform Accounting Group

Org chart

Teams

Finance and Accounting

Leadership Team

Operations Team

Offices

Platform Accounting Group

Org chart

Teams

Finance and Accounting

Leadership Team

Operations Team

Offices

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