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 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.

Operations Team

Finance and Accounting

Leadership Team

Operations Team

About

Team members

Other teams at Platform Accounting Group

Finance and Accounting

Leadership Team