Core offerings for partner firms include:
- Attest, audit, and assurance services through Platform CPAs, LLP
- Tax planning, filing, and advisory support
- Outsourced accounting and fractional CFO services
- Specialized industry consulting
- Centralized back-office functions, including HR, IT, finance, and business intelligence dashboarding
- Succession and ownership-transition planning for retiring or transitioning firm principals
Platform Accounting Group is ranked #41 on Accounting Today's 2026 Top 100 Firms list and was named to USA Today's 2026 Top Workplaces list for the second consecutive year. Its network includes more than 20 affiliated firm brands, including Compass US Accounting & Advisors, WestRock Tax & Consulting, Iron Creek Tax & Consulting, and Harbor View Advisors.
The agency fits boutique or local CPA and accounting firm owners considering a merger, sale, or succession plan, rather than individual businesses looking to hire an accountant directly.



