PARTNER WITH US
A Long-Term Partner for Independent Accounting Firms.
Obsidian Financial Partners is a CPA-led professional services firm, built on accounting and tax, partnering with established accounting practices in Texas, Georgia and the Washington, DC area.
Plan
Succession Planning
Flexible transition structures tailored to your goals and timeline.
Support
Operational Support
Centralized infrastructure across recruiting, technology, workflow optimization, and administration.
Preserve
Client Continuity
A transition approach designed to preserve relationships, culture, and service quality.
Grow
Long-Term Growth
Resources to support modernization, expanded capabilities, and future growth initiatives.
What your clients gain
Clients of our partner practices keep the accountant they trust and gain fractional CFO support, help with strategy and operations, M&A advice and business valuations. When a client asks what their business is worth, the answer comes from your own firm, not a referral.
Why Firm Owners Partner With Us
Continuity Focused
Flexible Structures
Long-Term Ownership
Practitioner-Led Perspective
Our commitment to continuity dictates that we prioritize unwavering stability for your valued clients, existing firm culture, and daily operations. We ensure that every transition honors the professional legacy you established while providing a seamless, secure progression for your entire organization.
A full sale, a partial sale with retained ownership in your practice, or a phased transition, structured around your goals and timeline.
We're building a firm to last not to flip. Our commitment is to your client relationships, your community, and your legacy, not short-term gains.
Led by a career CPA. CEO Moses Hart, CPA: Big 4 trained, 25+ years of experience and a former independent practitioner.
Considering the Next Chapter for Your Firm?
Preserving Legacies.
Building for the Future.
Partner with a team bringing deep operational, advisory, and institutional experience. The best relationships start with a simple conversation. Schedule your confidential consultation today.
Preserve
Steward
Partner