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.
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.
Josh received his master’s and bachelor’s degrees in accounting from the University of Kansas, obtaining his CPA license shortly after that. He has over a decade of tax, attestation, and consulting experience, with a specialization in closely held small to medium-sized businesses.
Pat brings over two decades of audit experience to his clients. Over the years he has developed a specialty in nonprofit organizations, privately-owned companies, labor unions, and employee benefit plans. He has served on the boards of several nonprofit organizations and has a master’s in accounting and financial Management from the University of Maryland University College.
Peter is a licensed CPA with over thirty-five years of experience in audit, litigation support, peer review, and nonprofit client service areas across various industries. He is an active member of professional associations, including the New York and New Jersey Societies of CPAs, NJCPA Auditing and Accounting Standards and Nonprofit Committees, and the American Institute of CPAs.
Jim has over thirty years of experience in accounting, auditing, and tax consulting for construction contractor clients. He has served on the board of directors for the Associated Builders and Contractors and the Construction Craft Training Center and is a member of various construction-industry trade associations.
Tell us about your needs and we’ll share what Platform Advisors can do for you.