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 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

Finance and Accounting

Operations Team

Leadership Team

About

Team members

Other teams at Platform Accounting Group

Finance and Accounting

Operations Team