Trusted CPA services for clear insight
With our Audit, Review, Compilation and Agreed Upon Procedure services we bring both historical performance and the future into focus.
Helping you find peace of mind
Meeting lender or regulatory requirements can be daunting and overwhelming, especially as a small or medium sized business. You have a business to run, people and growth to worry about.
To deliver timely and accurate financial statements to all the right stakeholders we start with understanding your business and industry and go from there. This allows us to meet the reporting requirements, while giving you data and information you can trust to keep making strategic decisions for the future.
The right engagement at the right time
Given our focus on small and medium sized businesses we can customize an assurance engagement that meets you where you are today, while having the capability to grow and advance the scope as your business scales and grows.
Our Services
Audits
Extensive financial statement service performed with diverse experience in a wide range of industries and a customized focus on the critical issues of your organization.
Reviews
Limited assurance review for organizations that must report to third parties.
Compilations
Assembled and presented data from an organization’s financial records.
Financial Statement Preparations
Financial statement preparations in accordance with professional standards.
Agreed Upon Procedures
Meet the special needs of board members and regulators with transparency and credibility.
Industry Specialties
Non-profit Organizations
Manufacturing
Restaurants
Wineries
Construction
Employee Benefit Plans
Government
Home Owners Associations
Contact
Let's talk about your future
Tell us about your needs and find out what Platform Certified Public Accountants can do for you
Platform CPA, LLP and PT&C Group, LLC and its subsidiary entities provide professional services in an alternative practice structure in accordance with applicable professional standards. Platform CPA, LLP is a licensed CPA firm that provides attest services, and PT&C Group, LLC and its subsidiary entities provide tax and business consulting services.
Platform CPA, LLP is a licensed CPA firm that provides attest services, and PT&C Group, LLC and its subsidiary entities provide tax and business consulting services. PT&C Group, LLC and its subsidiary brands provides professional services in an alternative practice structure in accordance with applicable professional standards. The entities and brands falling under the Platform Accounting Group brand are independently owned and are not liable for the services provided by any other affiliate entity providing services. For convenience, our affiliates may share client information in a manner consistent with our Privacy Policy. Our affiliates may also pay fees to one another for services rendered. Our use of the terms “firm”, “our” “we” and “us” and terms similar import, denote, the alternative practice structure conducted by Platform CPA, LLP and PT&C Group, LLC and its subsidiaries. Any CPA staff member that has a valid and good standing CPA license is registered with the Board Accountancy on an individual basis.