Florida · Advisory · Assurance · Tax · Transaction Services

Different by Design.

For You.

Big 4 capability. Without the Big 4 distance.

A full suite of advisory, assurance, tax and transaction services, run on a modern AI-forward platform, built by executives from leading global firms, and delivered in the plain language of people you’d actually want in the room.

See the full platformRead the Operator's Brief
Our Positioning

Built to grow. Not to sell.

Every discipline, one firm. Built to grow with the region, across Florida and into the Southeast, by adopting what consolidators got right, tech stack and AI platform, disciplined integration, and real career paths, without selling to get them.

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Every Discipline · One Source

Most firms our size practice one or two.

We practice every discipline — held to one standard, by design.
01

Advisory

Client advisory and fractional CFO support for growth-stage operators, full-scope or partially outsourced.

Client Advisory Services · CFO
02

Assurance

Clarity, accuracy and confidence in your financial reporting, readiness stakeholders can rely on.

Audit · Trust
03

Tax

Advanced planning and structuring, transaction advisory and due diligence, plus dependable compliance.

Plan · Comply
04

Transaction Services

Due diligence, transaction planning, Quality of Earnings and valuation, conflict-free and litigation-ready.

Diligence · QoE
The People Are the Brand

We lead with people, not metaphors.

Competitors hide behind icons and stock handshakes. We put named faces forward, photographed where the work actually happens, throughout Florida.

Stacy Kynes, CPA, Advisory practice leader at 1Source Partners

Stacy Kynes, CPA

Client Advisory Services Practice Leader

Advisory
Paul Hays, CPA, Assurance practice leader at 1Source Partners

Paul Hays, CPA

Assurance Practice Leader

Assurance
Valerie Velazco, CPA, Tax practice leader at 1Source Partners

Valerie Velazco, CPA

Tax Practice Leader

Tax
Paul Hays, CPA, Assurance practice leader at 1Source Partners

Paul Hays, CPA

Transaction Services Leader

Transaction Services
The Value Offer

The Operator’s Brief.

A quarterly read on Florida’s growth economy, transactions, valuation benchmarks, tax-code shifts. The thing operators forward to each other.

No spam. One thoughtful email a quarter. Unsubscribe anytime.

Issue No. 01 · Q3 2025 We stayed independent. Now we look like it.
Next Step

Bring us the thing that isn’t simple.

One conversation with a practice leader, not a sales team. Tell us what you’re working on and we’ll tell you who should be in the room.

Work With Us