Chief Executive Officer
Platform Accounting Group
Reyes Florez is a rising leader in the accounting services sector and the founder and CEO of Platform Accounting Group. Reyes established Platform in 2016 with just one office and eight employees. Today, the company has expanded to over 40 offices with 900+ employees, becoming a leading provider of CPA, outsourced CFO, audit, tax, and compliance services to more than 65,000+ clients across 16 states. Under Reyes’s leadership, Platform has been an early adopter of AI and Automation in professional services, leading the charge in a rapidly changing environment. The company has been recognized as a Financial Services Industry USA Today Top Workplaces award winner in 2025, Accounting Today names Reyes to their list of Top 100 Most Influential People, and Utah Business honored Reyes as a 2024 CEO of the Year. Reyes’s deep roots in the accounting sector trace back to his early days working in various functional and operational roles within his family’s boutique accounting business. He is also a frequent speaker at AICPA and other leading industry conferences.
AI is transforming the way firms deliver Client Accounting Services (CAS). In this session, a panel of firm leaders and technology experts will discuss how AI and automation are reshaping workflows, improving accuracy, and freeing up time for higher-value advisory work. Learn how firms are using AI tools to streamline data entry, forecasting, KPI reporting, and client communication — and how AI agents are powering real-time insights, scenario planning, and proactive client outreach. Discover what it takes to move from reactive reporting to truly strategic advising in the age of intelligent automation.