Welcome to Platform Business Advisors
Turn on your business’ scoreboard and achieve the next level of growth and improved performance
Many experts.
Many fields.
Our experts are all highly specialized across a wide range of accounting systems and industries. The result: you get clear, actionable solutions designed and customized to help your business grow.
Great advice.
Even better humans.
Meet our Salt Lake City based general advisory team.
Jeff Dredge, CPA
Head of Accounting Services
Jeff leads the Client Accounting Services segment for Platform, where he and his team focus on providing clients with outsourced accounting, outsourced CFO, and specialized industry consulting services. He has over 30 years of experience working with businesses in establishing and utilizing accounting systems. Jeff is a licensed CPA in the state of Utah, California, and New Jersey.
Heather Lalor, CPA
Director
Heather has over fifteen years of public accounting experience, specializing in providing outsourced CFO services to private and closely held businesses. Her expertise lies in fiscal management, budgeting and forecasting, audit and review readiness, and non-profit advisory and grant writing.
Nate Mendenhall, CPA
Director
As a licensed CPA in Utah with fifteen years of experience serving small to midsize businesses and their owners, Nate brings a depth of tax and accounting knowledge and capability to his clients. He received his bachelor’s degree in accounting and MBA from Utah State University.
Taggart Butler, CPA
Business Advisory Manager
Tag is a licensed CPA with outsourced CFO experience for small businesses and startups. He holds a master’s degree in accounting and international Studies from the University of Utah. Now part of the Platform Advisors’ team, Tag uses his expertise to help businesses grow and improve.
Gustavo Cortazar
Business Advisory Manager
Info coming soon.
Michael McClelland
Business Advisory Manager
Info coming soon.
Industry
Specialties
At Platform Business Advisors, our industry specialized offices provide expert advice catered to your business’ specific needs and goals.
Restaurants
From food cost analysis and labor regulations to navigating the ever-changing tax landscape, we work with restaurants of all sizes and types.
Hospitality
We understand the complexity of the hospitality industry and have decades of experience helping hotels from boutique to resorts optimize their finances.