2018 Finished Strong & Looking Forward to 2019
It is hard to believe that we are into our second year of business. When we launched, we were cautiously optimistic on our success rate. Our success and fulfillment surpassed all of our expectations. 2018 will soon be behind us and when we look back it was such a pivotal year. We were brand new with only three months under our belt. Our success is two-fold. You, our friends, contacts, clients and referral sources went out of your way to introduce us to your networks. Yes, we provide excellent service, but without your introductions and recommendations we would not have surpassed our goals. With sincere gratitude, thank you.

A few of our 2018 highlights include:

Attending the 2018 Annual Meeting for the AICPA Joint Trial Board in Austin, Texas to work with 35 CPA's on ensuring the profession remains honorable and trustworthy.

Participating on 12 hearings for the AICPA Joint Trial Board in Durham, North Carolina. These hearings related to acts discreditable to the CPA profession by individuals and firms/entities.

As a company we performed over 100 hours of community service and generously contributed to our growing list of charities that we support. You can view charities that our Partners support here .

Speaking at the National Association of Corporate Directors training program in Los Angeles, California. We were invited to speak on Corporate Transformations and Restructuring to a class at their Board of Directors Certification Program.

Platinum CFO grew tremendously during 2018. We tripled both our number of staff and client base.

From all of us at Platinum CFO we wish you a happy, healthy and prosperous new year!


Platinum CFO Group, Ltd.

MD Office: 2600 Tower Oaks Blvd. Suite 220 Rockville, MD 20852 | 301-637-1963
VA Office: 1950 Old Gallows Road, Suite 250 Tysons, VA 22182 | 301-379-0056