Tech Scenes Unplugged with Reyes Florez, CEO and Founder of Platform Accounting Group
In this episode of Tech Scenes Unplugged, we sit down with Reyes Florez, the innovative CEO and Founder of Platform Accounting Group. With a background spanning Goldman Sachs, Credit Suisse, and his family’s boutique accounting firm, Reyes brings a unique blend of high-level finance expertise and hands-on operational knowledge to his leadership. Under his guidance, Platform Accounting is redefining professional services by merging the personalized touch of boutique firms with the technology and connectedness of the modern era.
Platform Accounting Group provides enterprise-grade resources and support to local accounting teams, enabling them to focus on high-touch client relationships while thriving in an increasingly complex environment. Offering services in tax, attest, outsourced accounting, ERP consulting, and soon wealth management, Platform is committed to evolving the accounting industry without losing what makes boutique firms special.
In this episode, Reyes and Jeff Martin discuss the evolution of accounting, acquisition strategy, and how Platform is leveraging technology and AI tools to streamline operations. They dive into workforce development, building stronger firms, and Reyes’ approach to growth planning with the 3-1-90 strategy. The conversation also explores the importance of the Peak Operating System in fostering aligned and future-ready teams.
Key Takeaways:
Platform Accounting combines the culture of boutique firms with modern technology to support professional service teams.
Reyes brings a unique blend of financial expertise and operational experience to his leadership.
Leveraging AI and technology can enhance client services and operational efficiency.
Workforce development and team alignment are critical for building stronger, future-ready firms.
The 3-1-90 strategy and Peak Operating System provide a framework for planning and executing growth.
Acquisition strategy plays a key role in scaling and preserving boutique firm dynamics.
Chapters:
Introduction to Reyes Florez and Platform Accounting
The Evolution of Accounting and Professional Services
Platform’s Acquisition Strategy and Growth
Leveraging Technology and AI in Accounting
Workforce Development and Building Stronger Firms
The Role of the Peak Operating System in Team Alignment
Insights on the 3-1-90 Planning Strategy
Reflections on the Future of Accounting and Professional Services
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Learn more about the book “Peak Teams - Mastering the Habit of Unstoppable Venture-backed Companies” - https://a.co/d/hp5Jtnu
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Music by Andrew Applepie - https://soundcloud.com/andrewapplepie
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