If you don’t know your numbers, you don’t know your business…

We are relentless about providing financial transparency for our clients.

Financial guidance that can scale as you grow.

We provide enterprise level bookkeeping, CFO Services and other back-office accounting solutions for your business. We enable you to truly understand your


We provide you with a multi-member team of highly experienced accountants that are passionate about your growth.


Our disciplined approach streamlines your finance operations. We manage the moving parts to ensure that your time is spent running your business - not dealing with bills.

Quickbooks & Xero Integrated

All of our services and technologies integrate within your existing finance platform, so there are no learning curves on your end. You own and control all of your data.


We leverage best of breed apps, enabling us to execute effectively, accurately and with maximum automation.


"Anytime Access" to your numbers enables better decisions. We'll help you create and measure KPI's, track performance goals, manage cash flow, and much more.


Your books will no longer be dependent on a single bookkeeper who can walk out the door at anytime. Your growth will not be hindered by the size of your finance department.

You can't get results if you're not measuring them.

We can serve as your entire Finance Department or simply provide individual services to help fill the gaps within your existing finance team. Our outsourced solution enables you to leverage enterprise-level skills and processes at a fraction of the cost of hiring additional employees.

  • Accrual & Cash Basis Bookkeeping
  • Outsourced CFO Services
  • Invoice & Receivables Management
  • Payables Management
  • Payroll & Benefits
  • State, County, Muni Tax Scheduling
  • Inventory Reporting
  • Website & Amazon Sales Reconciliation
  • Capitalization Strategies
  • Financial Modeling
  • Ongoing KPI Measurement
  • Online Media Profitability Reporting
Learn More About Our Services

Technology Partners

We Help You Scale

Everything we do is geared towards measuring and generating results so that you can improve your business.

The PLTFRM Finance Tenants


We invest in our team to make sure that we can produce great results for yours.

Every PLTFRM Finance team member goes through extensive training and continual education to make sure we are on the cutting edge of accounting and finance.


We are incredibly process driven.

We are disciplined and methodical. We ensure that every initiative has an SOP in place.


Everything we do is cloud-based and paperless.

Anything you need is always a click away.


We maintain close contact with your CPA.

We ensure everything is done in accordance with the wishes of your CPA in order to ensure fluidity at tax return time.


The client experience is EVERYTHING.

We strive to maximize your financial transparency without you having to do any heavy lifting - and it is our job to execute on that every day.

It's great to work with PLTFRM Finance! I love the fact that they have the CPG experience to guide our team through any scenario we face in our industry. They are always proactive with ideas and tools ensuring our financial well-being!

Adam Bremen

Founder, Keto Krisp