The professionals at Platinum Financial Services take a different approach to traditional accounting services. We look beyond the numbers and provide personal attention and tailored management assistance.

At Platinum Financial Services, we have the ability to advise you in all areas of your business, on both accounting and operational issues, as we gain an in-depth understanding of your organization. Our team is trained to search for overlooked trends and identify opportunities specific to your operations, ultimately increasing your organization’s profitability and efficiencies. Our talented and experienced professionals are always available for management consultation and are conscious of your need to manage costs.

We can assist with the following services

  • Accounting outsourcing and financial services
  • Review of financial statements
  • Monthly financial statements
  • Accounting systems set-up for new businesses
  • Bookkeeping (monthly/quarterly/annually)
  • Business tax return preparation
  • Payroll services
  • Internal controls review and documentation
  • Personal financial statements
  • Forecast and projection engagements
  • Account reconciliations
  • Assistance with monthly, quarterly and annual closing routines
  • Systems support and training

cfo on call

Keeping your eye on the growth of your business and planning for its future is an entrepreneur’s main focus. You may know how to run a successful company, but not have time to make sure your accounting processes are efficient or effective. Your accounting department, or person, can quickly become entrenched in the day-to-day operations and not have time or experience to take a high level view of your business strategy or keeping up-to-date with best practices, tax law changes or keeping good records. Having clean and correct financial statements is key to maintaining a good relationship with your bank and being able to obtain the financing you will need for future growth. Hiring a full time CFO can be costly, but so can messy financial records.

We offer our CFO On-Call service to help oversee your entire financial operation. Our professionals offer such services as cash flow forecasting, business modeling, and budgeting to ensure a long and healthy future. You can also receive assistance with business plan development, vendor relationships, evaluation of business profitability, and more. You will enjoy all the expertise of a seasoned CFO to help you stay on a sound financial path.

Keshaa is exceptionally professional and courteous. I highly recommend her.

Marie L. Arthus