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Platform Accounting Group

134 employees

Platform Accounting Group, est. 2015, is a nation-wide group of professional service firms created to preserve the dynamics of small firm culture while incorporating the technology and connectedness of the 21st century. We offer enterprise-grade resources, capabilities and support to local accounting and professional services teams, so they can focus their energy on personal, high-touch relationships with their clients - and thrive in an increasingly challenging environment. Our commitment to common-sense evolution and doing what’s right for the industry means we preserve what’s great about boutique and build on it. We bring a best-in-class client experience to tax, attest, outsourced accounting, ERP consulting services, and soon wealth management.

Investor insights

Funding rounds participated in

$85M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Accounting

Sectors

Accounting

Date founded

2015

Funding rounds raised

Total raised

$85M

from 1 investors over 1 rounds

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Platform Accounting Group raised $85M on March 6, 2024

Investors: The Cynosure Group

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