Platform Business Advisors

Texas Office

Reclaim your time. Revolutionize your hotel finances.

Expert tax and accounting to optimize your business

Great advice.
Even better humans. 

Meet our Texas based general advisory team.

Brian (Buck) Paolino

Principal
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Katie Paolino

Principal
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Albert V Tinnell

Director
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Dev M Shah

Sr. Business Advisor
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Jonathan Sanchez

Business Advisor
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Lisa G Johnson

Business Advisor
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Brittany L Sorsby

Business Advisor
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Kimberli A Oliney

Business Advisor
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Kristin N French

Business Advisor
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Melissa Gutierrez Ortiz

Business Advisor
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Theodora Prayogo

Business Advisor
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Zechariah Barajas

Business Advisor
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Nicole A Vasquez

Business Advisor
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Aurora Stevens

Accounting Clerk
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Ethan T Walker

Accounting Clerk
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John R Paolino

Accounting Clerk
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Juan Hernandez

Accounting Clerk
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Logan N Krodle

Accounting Clerk
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Marisa L Kiel

Accounting Clerk
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Ashlynn J Patterson

Accounting Clerk
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Rebecca A. Triplett

Accounting Clerk
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Rhett Sewalt

Accounting Clerk
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Stephen D. Garza

Accounting Clerk
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Sariah Fouladi

Office Manager
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Services

We offer a variety of tax and accounting services for restaurants and other food-related businesses, including:

Outsourced CFO / Controller
  • Outsourced CFO / Controller
  • Financial leadership and support
  • Weekly cash flow projections
  • Operations analysis
  • Monthly financial reporting
  • Monthly webinar meetings to review financials
  • Budget preparation
  • Year end prep and contact for tax CPA
  • Investor relations
General Accounting
  • Day-to-day bookkeeping services
  • Including: sales posting, invoice entry, payroll posting
  • Weekly vendor payments
  • Vendor inquiries and statement reconciliations
  • Weekly bank & third party delivery reconciliations
  • Accurate, timely month-end close
  • Monthly account reconciliations
  • Sales tax reporting
Growth Support
  • Business plan, investment deck and pro-forma financials
  • Critical path creation and management
  • Construction budget creation and management
Custom Consulting
  • To help your restaurant or food-industry business thrive

Contact Us

Find out what we can do for your business.

Phone:

(863) 410-2202


Email:
info-pbafl@platformba.com

Address:

155 East 55th Street, Suite 300B
New York, NY 10022