Platform Accounting Group
Platform Accounting Group is a private professional services rollup that acquires and supports boutique U.S. accounting firms, operating a 50+ firm network across 17 states serving SMBs, high-net-worth individuals, and non-profits with tax, audit, outsourced CFO, and industry-specialized consulting services.
- Company typePrivate
- Founded2015
- HeadquartersSalt Lake City, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Platform Accounting Group does
Platform Accounting Group is a private professional services organization that operates a decentralized network of 50+ boutique accounting and tax firms across 17 U.S. states. Founded in 2015 by CEO Reyes Florez and headquartered in Holladay, Utah, the company acquires established local CPA firms and integrates them into a shared platform while preserving their local brands, client relationships, and office cultures. Platform operates under an Alternative Practice Structure consisting of two entities: Platform CPAs, LLP (a licensed CPA firm providing attest services) and PT&C Group, LLC (providing tax and business consulting services), with a sub-brand called Platform Advisors that houses centers of excellence in tax, client accounting, outsourced CFO, audit and assurance, and industry-specific consulting.
The company's service portfolio spans four core categories — Tax & Compliance, Client Accounting & Outsourced CFO, Audit & Assurance, and Specialized Industry Consulting — delivered through member firms serving small and medium-sized businesses, high-net-worth individuals, closely-held businesses, and non-profit organizations across verticals including construction, healthcare, dentistry, restaurants, wineries, real estate, manufacturing, architecture, and legal services. Technology infrastructure is built around Karbon workflow and practice management, business intelligence dashboards that surface cross-firm pricing and client concentration data, third-party generative AI tools for tax preparation (with mandatory human review), and centralized managed IT support deployed to each member firm.
Revenue is generated entirely through professional services fees, with pricing customized per engagement and not publicly disclosed. The go-to-market is enterprise field sales executed through M&A: Platform identifies and acquires boutique CPA firms facing succession or scale challenges, provides them with centralized back-office, technology, HR, and business development resources, and enables them to offer expanded services under their local brands. The company reported more than 1,000 employees network-wide, received an $85 million minority funding round in February 2024 led by The Cynosure Group with Peery Partners, and was ranked #41 on Accounting Today's 2026 Top 100 Firms list.
Platform Accounting Group firmographics
Firmographics- Name
- Platform Accounting Group
- Legal name
- PT&C Group, LLC
- Website
- https://platformag.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Platform Accounting Group is a private professional services rollup that acquires and supports boutique U.S. accounting firms, operating a 50+ firm network across 17 states serving SMBs, high-net-worth individuals, and non-profits with tax, audit, outsourced CFO, and industry-specialized consulting services.
- Ownership category
- akta.pro rank
Platform Accounting Group industry classification
Industry- Product category
- Professional Accounting and Tax Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)
Keywords
Where Platform Accounting Group is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices17 records
Markets served
Platform Accounting Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Tax & Compliance Services: Tax planning, filing, and advisory services provided through member firms to individuals and SMB clients
- Client Accounting & Outsourced CFO: Outsourced accounting, fractional CFO services, and business accounting services
- Audit & Assurance: Attest services including bank reporting, bonding, capital raises, and board reporting for SMB clients
- Specialized Industry Consulting: Industry-specific consulting services across various verticals including restaurants, wineries, construction, healthcare, real estate, and more
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Custom Professional Services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Platform Accounting Group product offering
Product offeringCore offering
Platform Accounting Group operates a decentralized network of 50+ boutique CPA firms that provide tax planning and compliance, client accounting and outsourced CFO, audit and assurance, and industry-specific advisory services to small and medium-sized businesses, individuals, and high-net-worth clients across the United States. Member firms retain their local brand identity and client relationships while accessing enterprise-grade technology, HR, business intelligence, and back-office resources from Platform. The company also operates Platform Advisors, a professional services arm offering centers of excellence in tax, wealth advisory, ERP consulting, and business accounting that serve all member firms and their clients.
Product overview
Platform Accounting Group is a next-generation professional services organization that operates as a decentralized network of boutique accounting firms rather than a unified software product. The company's offering consists of its member firm network supported by Platform Advisors, a professional services arm providing specialized expertise in tax services, client accounting and outsourced CFO functions, audit and assurance, and industry-specific consulting. Member firms maintain local autonomy and branding while gaining access to enterprise-grade resources, technology, shared professional talent, centralized management support, and expanded service capabilities through the Platform ecosystem.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax & Compliance Services Tax planning, preparation, filing, advisory, IRS representation, and audit defense services delivered to small and medium-sized business clients and individuals through Platform's member CPA firms.
- Client Accounting & Outsourced CFO Outsourced accounting, fractional CFO services, controllership, back-office accounting, and business accounting services for clients needing financial leadership without in-house staff.
- Audit & Assurance Attest services including financial statement audits, reviews, and compilations, plus bank reporting, bonding, capital raises, and board reporting for small and medium-sized business clients.
- Special Industry Consulting Specialized advisory services tailored to specific industries including construction, healthcare, restaurants, law firms, real estate, wineries and beverage, manufacturing, and nonprofits.
- Platform Advisors The professional services arm of Platform Accounting Group offering centers of excellence in tax, wealth management, ERP consulting, and business accounting services accessible to all member firms and their clients.
Quantifiable outcome
- Ranked #41 on Accounting Today Top 100 Firms list (2026)
- +4 more outcomes
Companies that use Platform Accounting Group
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles5 records
Platform Accounting Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Platform Accounting Group partnerships and signals
Strategic signalScale indicators11 records
Recent moves21 records
Expansion highlights6 records
Platform Accounting Group competitors and assessment
Company assessmentDirect peers
- Ascend: PE-backed CPA roll-up platform aggregating high-quality boutique tax, accounting, and advisory firms in the U.S. Closest direct competitor in business model: acquires firms, preserves local autonomy, layers in shared technology and back-office resources. Highly comparable on growth posture, target customer (SMB/HNW), and M&A engine.
Broad incumbents
- Wipfli: Top-20 U.S. accounting and advisory firm serving mid-market and SMB clients across tax, audit, and consulting. Comparable target customer (SMB) and service mix, but operates as a single integrated firm rather than a decentralized network of acquired brands.
- Eide Bailly: Top-25 U.S. CPA firm with similar full-service tax, audit, and advisory offerings for SMB and mid-market clients, including strong industry specializations. Comparable service portfolio and customer base, though structured as a traditional single firm rather than a roll-up network.
- Baker Tilly US: Top-15 U.S. advisory, tax, and assurance firm serving mid-market and SMB clients across industries. Overlaps with Platform on tax, audit, advisory, and outsourced CFO services, but is a single integrated brand rather than a network of acquired firms.
- Plante Moran: Top-15 U.S. accounting and business advisory firm with strong industry specializations (manufacturing, healthcare, real estate). Comparable service mix and SMB/mid-market focus, but operates as a centralized partnership rather than a network of decentralized brands.
- FORVIS: Top-10 U.S. accounting firm formed via merger of FORVIS and BKD, serving mid-market and SMB clients with tax, audit, and advisory services. Comparable customer segment and service breadth, with a single integrated brand.
- BDO USA: Top-10 global accounting network's U.S. member firm providing tax, audit, advisory, and outsourced services to mid-market and SMB clients. Comparable service portfolio, but operates globally and at significantly larger scale than Platform.
Emerging players
- AND CPA: PE-backed CPA roll-up focused on acquiring boutique accounting firms and providing them with shared technology and back-office resources. Closely comparable business model (M&A-led, decentralized network serving SMBs), though smaller in scale.
Regional players
- Rehmann: Top-50 U.S. accounting and business advisory firm with strong presence in the Midwest and Southeast, providing tax, audit, wealth management, and consulting to SMB and mid-market clients. Comparable service mix and customer type, with stronger regional concentration.
- HORNE LLP: Top-100 U.S. accounting and advisory firm concentrated in the Southeast with strong industry specialization (construction, healthcare, government). Comparable SMB/mid-market focus and tax/advisory service mix, but geographically narrower.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Platform Accounting Group social profiles
Digital presencePlatform Accounting Group compliance and trust
Trust signalCompliance1 record
Platform Accounting Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Platform Accounting Group leadership team
Management profileNumber of profiles
Profiles6 records
Platform Accounting Group subsidiaries and ownership
Company hierarchySubsidiaries20 records
Platform Accounting Group funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Platform Accounting Group M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Platform Accounting Group
What does Platform Accounting Group do?
Platform Accounting Group operates a decentralized network of 50+ boutique CPA firms that provide tax planning and compliance, client accounting and outsourced CFO, audit and assurance, and industry-specific advisory services to small and medium-sized businesses, individuals, and high-net-worth clients across the United States. Member firms retain their local brand identity and client relationships while accessing enterprise-grade technology, HR, business intelligence, and back-office resources from Platform. The company also operates Platform Advisors, a professional services arm offering centers of excellence in tax, wealth advisory, ERP consulting, and business accounting that serve all member firms and their clients.
Is Platform Accounting Group a public or private company?
Platform Accounting Group is a private company. It is classified as venture growth investor backed and is currently operating.
When was Platform Accounting Group founded?
Platform Accounting Group was founded in 2015. It employs 251 to 500 people.
Where is Platform Accounting Group based?
Platform Accounting Group is headquartered in Salt Lake City, United States, in the North America region.
How does Platform Accounting Group make money?
Four revenue lines are on record. Tax & Compliance Services are the primary driver. The others are client Accounting & Outsourced CFO, audit & Assurance and specialized Industry Consulting.
Who are Platform Accounting Group's main competitors?
Ascend is listed as a direct peer. Broad incumbents are Wipfli, Eide Bailly, Baker Tilly US, Plante Moran, FORVIS and BDO USA. AND CPA is listed as an emerging player. Regional players are Rehmann and HORNE LLP.
Does Platform Accounting Group have an API?
No public API is recorded for Platform Accounting Group.
What industry is Platform Accounting Group in?
Platform Accounting Group's product category is Professional Accounting and Tax Services. Its primary akta.pro industry code is BPAAAGAJ, Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting). Its NAICS code is 541211 and its SIC code is 8742.