Platform Accounting Group acquires and supports boutique professional services firms that provide tax compliance, attest, outsourced accounting, ERP consulting and soon wealth advisory services. The company supplies local teams with staffing, enterprise-grade technology, standardized processes and best-in-class operational support while preserving small-office culture and autonomy. Platform was founded in 2015 and is Utah-based. It operates a footprint of 28 offices across the country. The company recently closed a major minority funding round that will enable continued expansion of its office footprint and its service offering. Platform positions itself as a partner to smaller firms facing competitive pressures by offering capital, operational support and staffing resources.

Total raised

$85M

Funding rounds

1

Latest round

Equity

Latest activity

Feb 2024