Sure, our bookkeeping and tax services are best-in-class, and they’ll help you understand your financial position and avoid costly penalties. But we’re much more than just bookkeepers. We’re experts in business and financial analysis and can spot trends to help you move your business forward and stay out of trouble.

Bridging Connections & Relationships

Our business is all about relationships, and those relationships are partnerships. We collaborate with you and are always upfront, honest, and transparent. At Platinum Bookkeeping and Tax, you’re not just a number—you’re someone who is cared about and who deserves white glove service.

We’re there for you whenever you need us, and willing to have the hard conversations, even if you don’t want to hear it. Years of experience have shown us that it’s better to be transparent about everything that’s happening in your business so you can fix problems before they become unmanageable. And if you have a challenge and we don’t have answers for you, we’ll find someone who does. We also offer value-added services, like working directly with your accountant for year-end, so you can focus on what’s important—building and growing your business.

Because We’re All Family

At Platinum Bookkeeping and Tax, you’re shown the same level of care and respect we show our own families, because you’re family too. You have a family to feed, employees to pay, and any number of other concerns, and you need support. We’re here to deliver that support so you can be free to work on your business.

We also consider our team to be a family. Once we’ve set a course, we all collaborate on how to get there. We listen to each other and welcome disagreements because they lead to increased understanding and better outcomes for our clients.

Underlying all our values is the single word, love.

  • We love what we do.
  • We love how we do it.
  • We love who we do it for.

Our Values


Without strong ethical or moral principles—being a good person—we lose trust in each other, and trust from our clients that we are giving them advice that’s in their best interests. Without integrity, all our other values are meaningless. Sometimes it can be hard to do the right thing, especially if it means you’re not going to get what you want. But when you know it’s the right thing to do, you simply must do it!


We don’t tell lies, and if we make a mistake, we own up to it without fear of the consequences. We’re also truthful with you even if you won’t like what we’re going to say.


We don’t believe in contracts. If we’re not earning your business on a daily basis, we don’t deserve your business.

Working Hard (in a fun way)

When you work hard, you can accomplish anything you want. We believe in just going out and doing it, but in a way that’s enjoyable so it’s sustainable over the long term.


We’re fair in how we price our services and how we deal with you. Everything is up front, with no surprises or extra add-ons.


We don’t point the finger at others but take responsibility for our own work and actions.

Our Wish for You—Success!

Success is about more than just profit, even though profit is necessary to sustain and grow your business. To us, success is defined by two words: freedom and peace.

Our wish for you is that you’ll have:

  • Freedom to have work-life balance
  • Peace in seeing your team doing well
  • Personal freedom
  • Family, home, life peace
  • Peace from enriching people’s lives and making them happy

We look forward to helping you create freedom, peace, and profitability. Contact us today!