Platform Advisors

Services

Business Advisory

Turn on your business’ scoreboard and achieve the next level of growth and improved performance
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Many experts.
Many fields.

Our experts are all highly specialized across a wide range of accounting systems and industries. The result: you get clear, actionable solutions designed and customized to help your business grow.

Performance Measurement 

Whether you’re on track or off course, we’ll pull together data, analytics, and key metrics according to your goals and industry benchmarks to help maximize the potential of your business. 

Growth & Succession Planning

The future of your business is important. So are your own personal goals. We’ll help you identify pathways to future goals, get your business “bank ready”, and can also help in preparing for fundraising or succession.

Bank & Board Management

Our bank and board management services can help you improve your financial performance and governance while minimizing risk. We help you meet your bank required deliverables as part of your loan terms or prepare monthly, quarterly, or annual reporting for your outside stakeholders.

Great advice.
Even better humans. 

We’re a diverse group of seasoned industry professionals who love what we do. It’s nice to meet you. 

Jeff Dredge, CPA

Head of Accounting Services

Jeff leads the Client Accounting Services segment for Platform, where he and his team focus on providing clients with outsourced accounting, outsourced CFO, and specialized industry consulting services. He has over 30 years of experience working with businesses in establishing and utilizing accounting systems. Jeff is a licensed CPA in the state of Utah, California, and New Jersey.

Heather Lalor, CPA

Director

Heather has over fifteen years of public accounting experience, specializing in providing outsourced CFO services to private and closely held businesses. Her expertise lies in fiscal management, budgeting and forecasting, audit and review readiness, and non-profit advisory and grant writing. 

Nate Mendenhall, CPA

Director

As a licensed CPA in Utah with fifteen years of experience serving small to midsize businesses and their owners, Nate brings a depth of tax and accounting knowledge and capability to his clients. He received his bachelor’s degree in accounting and MBA from Utah State University.

Taggart Butler, CPA

Business Advisory Manager

Tag is a licensed CPA with outsourced CFO experience for small businesses and startups. He holds a master’s degree in accounting and international Studies from the University of Utah. Now part of the Platform Advisors’ team, Tag uses his expertise to help businesses grow and improve.

 
Contact

A simpler way to move forward

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