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AI Industry Disruption: Accounting (w/ Reyes Florez)
Text Us Your Thoughts!
Join us for an insightful episode where we explore AI's role in revolutionizing the accounting world with Reyes Florez, the CEO and founder of Platform Accounting Group. We discuss the stark contrast between how larger firms are leveraging AI and the obstacles smaller firms face with adopting new technology. Reyes underscores the pivotal role AI will play in bridging the workforce gap as industry demographics shift.
Today's Guest: Reyes Florez
Reyes Florez is the CEO and Founder of the Platform Accounting Group, a private equity-backed accounting and professional services firm focused on acquiring and operating boutique professional services firms throughout the US. Utah Business named him a 2024 CEO of the Year, and he is a frequent speaker at AICPA and other leading industry conferences. Previously, Reyes was in Investment Banking at Credit Suisse where he focused on M&A and capital markets advisory in the Business Services and Education Technology sectors. Prior to joining Credit Suisse, Reyes was in Corporate Finance at Goldman Sachs. He has an MBA from the University of Chicago Booth School of Business where he was an 1898 scholar, and his BA in Economics from the University of Utah where he received cum laude honors.
More about Platform Accounting Group: The firm has executed an impressive 40 acquisitions in the last nine years, showcasing its streamlined growth strategy. Earlier this year, Platform secured an $85 million minority funding round, led by Cynosure Group with continued participation and support from Swell Capital and Peery Capital. This substantial investment will augment both its current portfolio and future expansion efforts.
Links and Resources:
Death, Taxes, and AI by a16z
We love feedback and questions! Please reach out:
LinkedIn
Episode Directory
Mentions of companies, products, or resources in this podcast or show notes are for informational purposes only and do not constitute endorsements; we assume no liability for any actions taken based on this content.
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By Danielle Gopen & Paul FungText Us Your Thoughts!
Join us for an insightful episode where we explore AI's role in revolutionizing the accounting world with Reyes Florez, the CEO and founder of Platform Accounting Group. We discuss the stark contrast between how larger firms are leveraging AI and the obstacles smaller firms face with adopting new technology. Reyes underscores the pivotal role AI will play in bridging the workforce gap as industry demographics shift.
Today's Guest: Reyes Florez
Reyes Florez is the CEO and Founder of the Platform Accounting Group, a private equity-backed accounting and professional services firm focused on acquiring and operating boutique professional services firms throughout the US. Utah Business named him a 2024 CEO of the Year, and he is a frequent speaker at AICPA and other leading industry conferences. Previously, Reyes was in Investment Banking at Credit Suisse where he focused on M&A and capital markets advisory in the Business Services and Education Technology sectors. Prior to joining Credit Suisse, Reyes was in Corporate Finance at Goldman Sachs. He has an MBA from the University of Chicago Booth School of Business where he was an 1898 scholar, and his BA in Economics from the University of Utah where he received cum laude honors.
More about Platform Accounting Group: The firm has executed an impressive 40 acquisitions in the last nine years, showcasing its streamlined growth strategy. Earlier this year, Platform secured an $85 million minority funding round, led by Cynosure Group with continued participation and support from Swell Capital and Peery Capital. This substantial investment will augment both its current portfolio and future expansion efforts.
Links and Resources:
Death, Taxes, and AI by a16z
We love feedback and questions! Please reach out:
LinkedIn
Episode Directory
Mentions of companies, products, or resources in this podcast or show notes are for informational purposes only and do not constitute endorsements; we assume no liability for any actions taken based on this content.