We Are Relentless About Financial Transparency For Our Clients

Hear What Our Customers Have To Say

We work with companies both large and small, providing a wide range of services from bookkeeping all the way to CFO level services....

Once you work with PLTFRM Finance you’ll be convinced, as I am, that they all secretly wear red capes on their back. This company and its team provide superhero service. Seriously. PLTFRM Finance will exceed your expectations for service and strategy, and they do their work with unimpeachable integrity.

Josh Gertler

CEO, Consensus

PLTFRM Finance has gone above and beyond with everything they have done for my various companies. From doing the books, to providing CFO guidance, to increasing my business transparency, and most importantly helping us close several significant financing transactions across multiple businesses - I could not be more pleased with what they have delivered.

Noah Bremen

President, The Bdirect Companies

We work with hundreds of CPG brands helping them sell on Amazon and at Managing all the moving parts from a finance standpoint has been a pain point for us in the past. PLTFRM Finance has really helped us put process and procedures in place to streamline our initiatives. They have freed up a lot of time for us and have helped us increase our business transparency.

Darren Saul

CEO, Vendo

Thanks to PLTFRM Finance my books were in great shape and I was quickly able to secure inexpensive SBA financing to finance my growth. Without them this process would have been a nightmare. It has been a pleasure to work with them!

Greg Pritchard

CEO, Analog Cases

There is no way to have a successful business without having a full understanding of your finances. We’ve been closely working with the PLTFRM Finance team for over a year now and they have always gone above and beyond to help us understand our finances and ultimately growing our business. The whole team is extremely knowledgeable, trustworthy, resourceful and accessible which has been critical during our early years in business when things are ever changing.

Mary Delgado

Operations & Brand Manager, Keto Krisp

Aside from their professionalism and knowledge, our team at PLTFRM Finance has been an outstanding resource for us through this tough and challenging pandemic year. We truly appreciate their superb service. We highly recommend their services without a doubt!

Frances Tario,

President & CEO, Du-pars’s Restaurants & Bakeries