Holladay, UT-based Platform Accounting Group has entered Pennsylvania for the first time after adding Orwigsburg-based Keystone Advisor Group.
Founded 2015, Platform Accounting Group acquires and supports the operations of smaller accounting firms. Last year, 12 accounting firms joined Platform. The company has more than doubled in size every year over the last seven years and has nearly 1,000 employees across 16 states.
“Platform was created to preserve the dynamics of small office cultures while incorporating the technology and connectedness of the 21st century,” the firm says on its website. “Since 2015, we’ve given boutique accounting firms and their people the modern support, resources, and tools they need to win in today’s rapidly changing environment.”
Formerly known as Heckman & Laudeman, Keystone Advisor Group has been in practice for more than 30 years serving the greater Pennsylvania business community, as well as businesses across the nation. The firm specializes in preparing financial reports—referencing industry benchmarks as a tool— to help guide business owners to long-term success, including in the construction, dentistry, healthcare, law firms, manufacturing, restaurant, veterinarian, and real estate sectors.
“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,” Bill Heckman, partner at Keystone Advisor Group, said in a statement. “We are excited to offer Platform’s resources to our employees and clients.”
“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,” added Dave Laudeman, partner at Keystone Advisor Group. “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.”
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