We are KBM Group. Straightforward, honest, financial management for your business. We are the CPA near me that you’re searching for.
Tax Planning and Filings.
Corp Structure Setup.
Accounting and Bookkeeping.
Compliance and Licencing.
Our
Values
Transparent
It all begins with open and honest communication. We don’t bill by the hour because we want our Partners working with us, not avoiding us due to fee fears. You can expect an open line of communication with our CPA’s and staff. Our goal is to be by your side, every step of the way.
Relentless
We believe there is always more than one way to look at any problem. As your business Partner, you gain our real-world experience working along-side you. We are intentionally not a CPA firm, because that is not how we operate. We work to find you the best solution for you and your business. Whether its tax planning, accounting, business structuring, lease negotiations, legal and compliance matters, or any other issue, we work together.
Responsive
We are human and we make mistakes. We get busy just like you. But we are committed to ensuring our responsiveness is top notch. You can expect timely communication and honest feedback. We work hard to make things simple and easy as possible and that starts with clear communication.
Integrity
We understand the pressures of running a business. From daily cashflow to IRS notices and tax bills, it is enough to overwhelm the most ambitious entrepreneur. Our job is to help our Partners reduce business risks. Period. Our integrity is all we have.
OUR PEOPLE
Our founder is a seasoned CPA and entrepreneur. KBM Group is more than a Firm, we are your business Partner. Because we’ve been there.
Background and Experience Highlights
KPMG LLP - Audit Manager. Nashville, TN Office
Symbion Healthcare. SEC Reporting, Mergers and Acquisitions
Founder of NaviLife Health Solutions (Successful exit 2016)
Co-Founder of Wellvana Health (Martin Ventures 2018-2022)
Founder of PartnersPlus Healthcare (Successful merger 2024).
Multi-unit Franchisee Sport Clips Haircuts (2025)
Founder KBM Group (2019)
Founder Dekota Swim Apparel Company (2025)
Michael J. Platek, CPA
Founder, CEO
Our Offices.
NASHVILLE, TN
AUSTIN, TX
SAN ANTONIO, TX
LEXINGTON, KY
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