Financial due diligence is a critical stage in any merger or acquisition transaction. By performing an evaluation of a company, clients can identify and quantify exposures and opportunities to gain a better understanding of a business’ true financial performance. From offering clients a holistic preliminary understanding of a company’s EBITDA to helping navigate negotiations with interested parties, Confiance Advisory unlocks the highest value for our clients.

Since most financial decisions that you or your business make will have an impact on your taxes, having a thorough understanding of the ramifications and planning ahead are crucial. Confiance Advisory brings the right blend of knowledge and experience to help explore tax-saving opportunities and make the right decisions. Whether it's planning to expand your business, fulfilling all of your income tax compliance obligations, dealing with IRS or state notices, or determining eligibility for special tax credits, Confiance Advisory has got you covered. We work with businesses and entrepreneurs by gaining an understanding of your specific needs and offering you ways to minimize tax obligations and maximize benefits in full compliance with the tax code.

Accounting back-office functions can be very tedious and time-consuming. Whether it’s maintaining accurate monthly financial records, producing periodic financial reporting packages, conducting bank reconciliations, or handling payroll. Confiance Advisory offers high-level accuracy you can trust to help you feel confident in the completion of all your back-office needs and let you concentrate on your core business.