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

Reyes F.

Ryan Bateman

Noah Beery

Taysha Tiatia

Natalee Harris

Chris Shafer

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

Leadership Team

Operations Team

Finance and Accounting

About

Team members

Other teams at Platform Accounting Group

Leadership Team

Operations Team