From Family Firm Roots to a Next-Gen Accounting Platform
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Rory Henry
Reyes Flores
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Arrowroot Family Office
Platform Accounting Group
From Family Firm Roots to a Next-Gen Accounting Platform
In this episode, Rory speaks with Reyes Flores, founder and CEO of Platform Accounting Group, about his mission to bring Wall Street-level resources and innovation to Main Street accounting firms. With roots in his family’s small-town accounting practice, Reyes shares how Platform is helping boutique firms thrive by combining modern technology, like AI, with the multi-generational relationships that make local firms special. FInd out why not all private equity capital is the same and why Family Office’s can be great partners due to their patient capital. Discover how Platform tackles staffing challenges, transitions aging partners toward retirement, and implements cutting-edge tools to deliver services to SMB clients. If you’re curious about how accounting firms can embrace the future without losing their heart, this is an episode you won’t want to miss.
