Platform Accounting Expands in Pennsylvania

Utah-based Platform Accounting Group is expanding into Pennsylvania through the acquisition of Keystone Advisor Group, marking its first presence in the state. The move is aimed at bolstering service offerings and providing enhanced resources to clients and employees in the Pennsylvania region, adding to Platform Accounting Group's growing influence in the Northeast.

Salt Lake City-based Platform Accounting Group has announced its expansion into Pennsylvania through the acquisition of Keystone Advisor Group, an Orwigsburg-based firm with over 30 years of experience serving both the local and national business communities. This marks Platform's inaugural presence in Pennsylvania, further extending its reach in the Northeast.

Keystone Advisor Group, formerly known as Heckman & Laudeman LLC, has built a reputation for high standards, seasoned tax expertise, and a strong work ethic. The firm specializes in preparing financial reports and utilizing industry benchmarks to guide business owners toward long-term success across various sectors, including construction, dentistry, healthcare, law, manufacturing, restaurants, veterinary services, and real estate.

Partner Bill Heckman expressed enthusiasm about the partnership, stating, "Our mission, as a successful accounting firm and trusted advisor, is to provide clients with high-quality professional accounting services that empower them to make informed financial decisions to achieve their business goals. We are excited to offer Platform's resources to our employees and clients."

Partner Dave Laudeman added, "By joining forces with Platform Accounting Group, we are positioning ourselves to better serve our clients, expand our capabilities, and create new opportunities for our valuable team. We look forward to building upon what we have built over the last 30 years and what the future holds as we combine our strengths and resources to create a stronger, more innovative firm."

Since its inception in 2015, Platform Accounting Group has more than doubled in size annually over the past seven years, now boasting nearly 1,000 employees across 16 states and maintaining a market-leading low turnover rate. This growth reflects Platform's commitment to preserving the strengths of boutique professional services firms while enhancing support for their people, productivity, and processes.

The integration of Keystone Advisor Group into Platform Accounting Group signifies a strategic move to bolster service offerings and provide enhanced resources to clients and employees in the Pennsylvania region.

Until next time…

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Platform Accounting Group Expands into Pennsylvania with Keystone Advisor Group Acquisition

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