About Platinum CFO
and Accounting
We are not here to give you a monthly report and walk away. We are here to serve as your trusted advisor, strategic sounding board, and operational support team, giving you the clarity and confidence to make smart decisions in both business and life.
Elite Financial Partners for Business Owners and High-Net-Worth Families
Platinum CFO and Accounting was created by entrepreneurs who saw firsthand how hard it is to find true financial partners — not just vendors. Having built, scaled, and sold multiple companies, including a 400-employee construction firm and multi-state real estate developments, our founders understand the challenges that come with both growing a business and managing complex personal wealth.
As a family-owned firm, we are deeply committed to helping other families and business owners thrive. We go beyond traditional accounting to deliver proactive financial leadership, full-cycle support, and hands-on partnership at every stage of your journey.
We are not here to give you a monthly report and walk away. We are here to serve as your trusted advisor, strategic sounding board, and operational support team, giving you the clarity and confidence to make smart decisions in both business and life.
Meet the Founder
Sara Riley brings over 20 years of real-world experience as a business owner and operator. She created Platinum CFO and Accounting to be the kind of financial partner she always wished she had — one who understands the grind of entrepreneurship and the importance of family wealth planning.
Today, she leads a team of experts committed to delivering white-glove service, reliable execution, and strategic insight that truly moves the needle.
Who We Serve
We specialize in supporting clients with complex financial lives who value clarity, responsiveness, and forward-thinking advice.
Businesses
Growth-focused founders and multi-entity operators navigating complex financial decisions. We support entrepreneurs with strategic CFO guidance, cash flow planning, and systems that scale, so your finances can keep pace with your ambition.
Families
High-net-worth families managing trusts, investments operations. From legacy planning to multi-generational wealth strategies, we help bring clarity and confidence to every financial move.
Entrepreneurs Post Business Exit or Liquidity Event
Individuals in transition after a business sale, inheritance, or divorce. We offer structure, planning, and expert guidance to help you move forward with purpose.
501(c)(3) Charities
Nonprofit leaders managing mission-driven organizations and complex funding. We provide financial clarity, compliance support, and strategic insight so you can focus on impact.
Our
Approach
Everything we do is built around four core principles: integrity, innovation, exceptional quality, and precision, which drive us to exceed client expectations and deliver sustainable, high-quality results.
Strategic Partnership
We act as an extension of your team. Whether we are serving as your outsourced CFO, managing your books, or helping plan your exit, we stay deeply integrated into your financial world and aligned with your goals.
Proactive Communication
You will never be left wondering where things stand. We keep you informed with regular check-ins, customized reporting, and fast responses to your questions and needs.
Technology with a Human Touch
We use leading financial software to streamline our workflows and reporting, but never at the cost of personal service. You will always have a dedicated team that knows your full financial picture.
Continuous Improvement
We adapt with you. As your business grows or your family’s needs change, we update systems, processes, and strategies to support your evolving goals.
Why Clients Choose Platinum CFO and Accounting
- A family-run firm that understands the financial dynamics of both business and personal life
- Deep operational experience with real businesses and real challenges
- White-glove service with no surprise fees
- Transparent monthly retainers tailored to the complexity of your financial picture
- Sophisticated reporting and personalized dashboards for complete financial visibility
- Coordination with your existing legal, tax, and wealth advisory teams
Ready to Get Started?
If you’re ready to stop guessing and start leading your finances with clarity, we’re ready to help. Book your free consultation today and see what it’s like to work with a true financial partner.