Business Details
11 Years
experience
Expert Accounting & Advisory Services for Business Owners
Zoar Finance is a boutique accounting and advisory firm dedicated to helping professional practice owners achieve financial clarity and strategic growth. Founded in 2015 by industry veterans with over 30 combined years of experience in financial auditing and accounting, we specialize in serving private practices and professional firms. Our expertise spans bookkeeping, management accounting, tax preparation, and personalized financial advisory services tailored to both business and personal needs. We distinguish ourselves by acting as an extension of our clients' teams, offering customized solutions that align with their unique goals. Our services include cash flow forecasting, budgeting, KPI reporting, and crisis management, all designed to optimize profitability and sustainability.By integrating advanced technology and industry-specific knowledge, we streamline financial processes and provide actionable insights. Our commitment to excellence is reflected in our track record of assisting over 100 clients in maximizing profits and achieving long-term financial stability. We prioritize transparency, personalized support, and a deep understanding of the blurred lines between personal and business finances for our clients. Our mission is to empower business owners to focus on growth while we handle the complexities of their financial operations. With a client-centric approach and a focus on strategic partnerships, Zoar Finance remains a trusted advisor in the financial management space.
Services
Accounting Services
Tax Preparation
Bookkeeping
Business Advisory
Payroll Management
Sales Tax Filing
Technology Integration
Personal CFO Services
Details
- Year established: 2015
Highlights and features
- We offer 10+ years of specialized experience in accounting for professional practices.
- Our services integrate business and personal financial planning for holistic solutions.
- We implement technology-driven systems to streamline accounting processes and reporting.
- Our team includes senior advisors with expertise in financial crisis management.
- We provide customized KPI reporting and cash flow forecasting for actionable insights.
What people say
Take home more money
Financial clarity
Exceptional service
Personalized support
Improved profitability
Services
Accounting Services
Zoar Finance provides comprehensive outsourced accounting services including bookkeeping cleanup, reconciliation, accounts receivable management, and payroll processing. Our team ensures accurate financial records while integrating technology solutions to streamline operations. We specialize in serving professional firms and private practices with tailored financial systems.
Business Advisory
Our advisory services focus on cash flow forecasting, budgeting, KPI reporting, and strategic planning for business growth. We work closely with clients to develop actionable plans that address financial challenges and optimize profitability through data-driven decision-making.
Tax Preparation
We offer year-end tax preparation and compliance services, ensuring accurate filings while maximizing deductions. Our expertise covers individual and business tax returns with a focus on complex scenarios involving self-employment income, rental properties, and partnerships.
Personal CFO Services
This service combines budgeting, lifestyle planning, and investment strategy to help business owners separate personal finances from their practice. We provide monthly guidance to build personal wealth while aligning with business objectives through customized financial roadmaps.
Technology Integration
We connect financial tools like QuickBooks and Xero with payment processors and client management systems to create unified financial ecosystems. Our integrations improve data accuracy and reporting efficiency for professional practices using platforms like TherapyNotes and Clio.
People
Matt Croce
CEO & Founder
With 15+ years in financial auditing, Matt founded Zoar Finance in 2015 to help professional practices achieve financial clarity. He specializes in strategic financial planning for law firms and healthcare providers.
Deirdre Otto
COO & Partner
Deirdre brings 18 years of accounting expertise to Zoar Finance. As COO, she oversees client operations and develops customized financial solutions for professional firms, focusing on cash flow optimization and compliance.
Questions
What accounting services do you offer for professional practices?
We provide bookkeeping, tax preparation, payroll processing, sales tax filing, and financial advisory services tailored to law firms, healthcare providers, and professional consultants.
How do you help business owners improve cash flow?
Through cash flow forecasting, budgeting, and strategic financial planning that identifies growth opportunities while maintaining operational sustainability for professional practices.
Do you offer personalized financial planning for business owners?
Yes, our Personal CFO Bundle includes lifestyle budgeting, investment strategy, and monthly financial guidance to separate business and personal wealth goals.
What technology platforms do you integrate with?
We work with QuickBooks, Xero, Bill.com, Square, TherapyNotes, Clio, and other practice management systems to create seamless financial workflows.
How are your service packages priced?
Packages start at $300/month for Start Up, $1000/month for Scale Up, and $4000/month for Stabilize, with customized pricing for specialized needs.
