Platform Accounting Group

Q: What do partners worry about most when their firm is in the middle of a big transition? A: Their people. When your firm joins Platform, the opportunities and resources expand, but we work hard to keep the day-to-day feeling similar. Learn more here: https://lnkd.in/gVZ-55i9 #NextGenAccounting #PartnersOfPlatform #Acquisitions #PeopleFirst

Big news! Our professional services arm, Platform Advisors, LLC, is adding family office services to our growing suite of solutions. We're thrilled to welcome the team and their deep expertise! Learn more here: https://lnkd.in/gFmDFr5i #NextGenAccounting #FamilyOffice #ExpandingServices #ConciergeApproach

Transparency isn't just a nice-to-have during transitions, it's imperative. Our partners love that we always "lay it on the table" - one of our core company values. Check out the video to hear more. #NextGenAccounting #Acquisitions #TransparencyMatters #PartnersOfPlatform

We welcomed our interns to Platform's headquarters this week to learn about what we're doing to evolve the industry and glean insights from our leadership team. They'll be interning in our local offices this summer and helping usher in the next generation of accounting. We're grateful for new faces and new ideas! #nextgenaccounting #accountinginterns #thefutureisbright #welcome

Thanks CPA Practice Advisor for publishing our CEO Reyes Florez' insights into what the next generation of accounting looks like! "Helping small firms evolve into the future can be complex, but is undeniably powerful when done the right way." Check it out here: https://lnkd.in/esaFVm4e #nextgenaccounting #thefutureishere #boutiqueaccounting #21stcentury

What does the next generation of accounting actually look like?   What major shifts are happening in the industry that can’t be ignored? What should boutique firms be thinking about when it comes to technology? What is Platform doing to continually stay ahead of the curve when it comes to talent shortages, service offerings, and beyond?   Our CEO and industry thought leader Reyes Florez hits on everything to know about the future of the accounting industry.   Read it here: https://lnkd.in/gtavA-8P #nextgenaccounting #futureofaccounting #thoughtleadership #accountingtech #trends

Change is hard. But when you work with someone who listens and offers the right support to improve your boutique accounting firm, it can be fun. Heather Lalor, a Platform partner whose firm joined us in 2023, agrees. Check out our website if you’re interested in joining a group ready to listen to your vision, and help you get there. https://lnkd.in/gVZ-55i9 #nextgenaccounting #partnersofplatform #listeningmatters #acquisitions

Finding the right fit for your firm’s future is tricky. There has to be trust. And trust starts with honesty. Here at Platform Accounting Group, we’re truth tellers. Just ask the partners of Platform who have already been through the acquisition process with us. Find out more at https://lnkd.in/gVZ-55i9 #partnersofplatform #acquisitions #nextgenaccounting #truthmatters

Thanks Accounting Today for featuring our COO Tyson Chapman's insights on the future of AI and accounting! We're proud to have an organization full of thought leaders and critical thinkers making an impact on the way this industry evolves. https://lnkd.in/gENBEM2f #nextgenaccounting #AccountingandAI #trendspotting #AI

Thrilled our professional services arm, Platform Advisors, LLC, is launching Platform Wealth Advisors, a national wealth management advisory. The firm stands apart with a commitment to Evidence-Based Investing backed by 50 years of financial science, a human-first approach to every client, and access to the diverse expertise within Platform Advisors and Platform Accounting Group. Find out more at https://lnkd.in/gHBCevTf. #nextgenaccounting #wealthmanagement #financialadvisors #collaborativeteams