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Platform Accounting Group Expands Midwest Presence with Two Firm Additions
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Subscribe11 DEC 2024 / SERVICES UPDATES
Platform Accounting Group, based in Salt Lake City, has announced the addition of two new Midwest firms Midwest Advisors and Crossroads Advisors, bringing the total number of firms it has added this year to twelve. This expansion aligns with the company's consistent growth, having doubled in size every year for the past seven years, enabling firms to access their vast range of resources and opportunities whilst remaining rooted in their local communities.
Expansion and Growth in the Midwest
Salt Lake City-based Platform Accounting Group has announced the addition of two new firms, expanding its presence to the Midwest. This brings the total number of firms joining Platform this year to twelve, with more expected in January. The latest additions include Midwest Advisors, formerly known as Philip+Rae & Associates, and Crossroads Advisors, previously Peachin Schwartz + Weingardt.
Firm Details and Services
Midwest Advisors: Headquartered in Naperville, Ill., Midwest Advisors has been offering fractional CFO roles, controllership, and back-office accounting services for over 30 years. Their range of services includes tax preparation, auditing, financial and estate planning, payroll, bookkeeping, and small business consulting, catering to various industries.
Crossroads Advisors: Based in Indianapolis, Ind., Crossroads Advisors has nearly 30 years of experience serving high-net-worth individuals, closely held businesses, and not-for-profit organizations. They assist clients throughout their lifecycle, from start-ups to mature businesses seeking exit or succession strategies.
CEO Statement on the Expansion
“We are thrilled that these firms, who, like us, prioritize relationships and roots, are joining our group,” said Reyes Florez, CEO of Platform Accounting Group. “Their commitment to their clients and communities aligns with our values, and we’re excited for them to deepen their investments in these areas.”
Platform’s Rapid Growth
Platform Accounting Group has experienced remarkable growth, doubling in size every year for the past seven years. With nearly 1,000 employees across 15 states, the firm maintains a market-leading low turnover rate. By joining Platform, local firms gain access to a wide range of resources and opportunities, while still enjoying the benefits of being embedded in their local communities. The firm offers a broad spectrum of professional services, from tax and wealth management to ERP consulting and business accounting services.
Until next time…
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