At Zoar Finance, we understand that running a business is a daunting task, especially for professional practice owners. As a boutique accounting and advisory firm, we help these businesses succeed by providing expert, customized accounting and advisory services that make a significant impact on their bottom line. Our team of experienced professionals has many years of combined experience in the financial auditing and accounting world.
Our Mission
Our mission is to empower business owners to make informed decisions that drive growth and profitability. We achieve this by providing personalized financial guidance, strategic planning, and support. Our approach is centered around building long-term relationships with our clients, offering a level of personalized service and expertise that is unmatched in the industry.
What We Do
We offer a range of services designed specifically for professional practice owners, including lawyers, architects, engineers, specialized consultants, financial advisors, real estate agents, and private health practitioners. Our services include:
- Bookkeeping and accounting: We ensure that your financial records are accurate, up-to-date, and compliant with all relevant laws and regulations.
- Financial planning and analysis: Our team of experts helps you make informed decisions by providing financial planning and analysis that empowers you to grow your business.
- Business advisory services: We offer strategic advice and guidance to help you navigate the complexities of running a business, from cash flow management to budgeting and forecasting.
- Personal financial planning: We help you take control of your personal finances, providing guidance on budgeting, investing, and retirement planning.
- Technology integration: We specialize in integrating financial software and systems to simplify your financial management and ensure seamless data flow.
Our Team
Our team is comprised of experienced professionals who have spent many years in the financial auditing and accounting world. Our CEO and Founder, Matt Croce, has over 15 years of experience in the industry, and our COO and Partner, Deirdre Otto, has over 15 years of experience in financial management.
What Sets Us Apart
At Zoar Finance, we pride ourselves on our unique approach to accounting and advisory services. We understand that every business is unique, and we take the time to get to know our clients and their specific needs. We are dedicated to providing personalized service, with a focus on building long-term relationships with our clients.
Exceptional Service and Expertise
Numerous reviewers have had overwhelmingly positive experiences with Donnelly-Boland and Associates, praising their exceptional service, expertise, and commitment to helping businesses succeed. Reviewers highlight the company's ability to provide a wide range of services, including accounting, financial planning, payroll, human resources, and marketing, while also offering valuable educational resources and seminars.
Skilled and Knowledgeable Staff
Reviewers consistently praise the company's staff for being skilled, knowledgeable, and responsive to their needs. Many reviewers mention the professionalism and courtesy of the staff, noting that they are always willing to go the extra mile to ensure customer satisfaction.
Variety of Services
Donnelly-Boland and Associates offer a wide range of services, from accounting and financial planning to payroll, human resources, and marketing. Reviewers highlight the company's ability to tailor their services to meet the specific needs of each business, providing guidance and support every step of the way.
