Practices · Florida
One firm for every stage of your business.
We run a full platform, by design. Advisory, assurance, tax, and transaction services, under one roof and one set of named people.
01
Client Advisory Services
The books–clean and ready for decisions.
Client advisory for small and mid-size businesses, plus fractional CFO depth when you need a seat at the table, not just a closed month.
What’s Included
- Full-cycle accounting
- Fractional CFO
- AI-assisted close & reporting
- Process improvement
- System integration
- Cash-flow & forecasting
Practice Leader
Stacy Kynes, CPA
CPA · former-Anderson
Team at Work
Reviewing Work
02
Assurance
Confidence, made legible.
Audits, reviews, and readiness that stakeholders, lenders, and buyers actually trust, with clarity, accuracy, and risk mitigation built in.
What’s Included
- Financial statement audits
- Reviews & compilations
- Audit readiness
- Internal controls
- Risk mitigation
- Stakeholder reporting
Practice Leader
Paul Hays, CPA
CPA · former-EY
03
Tax
Plan the year you’re in and the exit you haven’t named.
Advanced planning and structuring, transaction advisory, due diligence, and compliance, proactive, not just filed in April.
What’s Included
- Advanced tax planning
- Entity structuring
- Transaction advisory
- Due diligence
- Compliance
- Multi-state & nexus
Practice Leader
Valerie Velazco, CPA
CPA · former-PwC
Planning Session
Named Partner · In Office
04
Transaction Services
Conflict-free by structure. Defensible by design.
Due diligence, transaction planning, Quality of Earnings, and valuation run as one workstream — no handoffs between advisors, no duplicate document requests, no waiting on a third party to reconcile the numbers.
What’s Included
- Business valuation
- Quality of earnings
- Due diligence
- Transaction planning
- ESOP & succession
- Litigation support
Practice Leader
Paul Hays, CPA
CPA · former-EY
Why Every Discipline Under One Roof
One firm through every inflection point.
Always on
Advisory
The books, clean and ready for decisions.
When you raise
Assurance
Confidence stakeholders rely on.
Every year
Tax
Plan the year and the exit you haven’t named.
When you exit
Transaction Services
Defensible value for sale, ESOP, or court.
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.
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