Firm Management October 21, 2026
Platform says the strategic growth financing will provide additional capital to accelerate its acquisition strategy, expand its service offerings, and invest in technology and talent across the company.
Mergers and Acquisitions May 26, 2026
Rockland, MA-based BA Inc. (formerly known as Burke & Associates CPAs) has joined Platform Accounting Group as Shoreline Advisors, marking Platform's entry into the Bay State.
Mergers and Acquisitions April 30, 2026
This is Platform’s second location in Pennsylvania and further expands its reach in the Northeast marketplace.
Mergers and Acquisitions February 23, 2026
Platform Accounting Group has added its first Connecticut-based firm as Smeriglio Associates has joined Platform as Green Coast Advisors.
Mergers and Acquisitions February 19, 2025
Holladay, UT-based Platform has entered Pennsylvania for the first time after adding Orwigsburg-based Keystone Advisor Group, formerly known as Heckman & Laudeman.