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


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.


Limited assurance review for organizations that must report to third parties.


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





Employee Benefit Plans


Home Owners Associations


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. 

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