CORE PRACTICE
WHAT WE DO BEST
Accounting and tax is what we do every day. When clients need more, our transaction and business advisory practices deliver it from the same firm.
Accounting & Tax
The core of the firm. Accounting and tax for individuals, business owners, their companies, and their families.
Individual & Business Tax Planning · Accounting · Bookkeeping & Compliance · Corporate, Partnership & Trust Tax · Estate & Trust Tax · Entity Structuring · Tax Risk Management · Wealth Preservation & Legacy Planning
When you need more
M&A advice and valuations for owners who are selling, buying or planning ahead.
Sell-side & Buy-side M&A · Business Valuations · Transaction Structuring · Financing Strategy
Hands-on help running and growing the business, and planning what comes next.
Fractional CFO · Strategic Planning · Operations & process Improvement · Financial Systems & Reporting · Succession & Exit Planning
Public Sector
- Government Contracting
- Defense & Aerospace
- Municipal Infrastructure
- Non-Profit Organizations
- Education & Research
Deep expertise across specialized sectors.
Obsidian Financial Partners provides institutional-grade accounting, tax, and advisory services tailored to the specific regulatory and operational demands of our clients’ industries.
Services & Tech
- Professional Services
- SaaS & Software
- Healthcare Practices
- Legal & Consultancy
- Digital Media & Creative
Industries Served
Asset Management
- Private Equity
- Family Offices
- Real Estate Development
- Alternative Investments
- Capital Markets
Commercial
- Manufacturing
- Wholesale & Distribution
- Logistics
- Retail & E-commerce
- Hospitality & Leisure
Don’t see your industry? Our advisory approach is designed to adapt to unique financial landscapes.