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 mission is to empower business owners to make data-driven decisions by providing expert bookkeeping, management accounting, and advisory services that bridge the gap between professional and personal financial success. We focus on creating sustainable systems that optimize profitability while alleviating financial burdens through customized solutions. Our team of senior advisors and problem solvers becomes an extension of our clients' teams, offering personalized guidance that extends beyond traditional accounting practices.By integrating technology and strategic planning, we help clients navigate complex financial landscapes, from routine bookkeeping to crisis management. Our unique approach combines technical expertise with a deep understanding of the challenges faced by professionals in fields such as law, healthcare, engineering, and real estate. We measure success by our clients' ability to focus on their core business while achieving measurable improvements in financial health and operational efficiency. With a client-centric philosophy, we maintain transparency, responsiveness, and a commitment to long-term partnerships that drive business growth and personal wealth creation.
Services
Bookkeeping Services
Management Accounting
Tax Preparation
Business Advisory
Personal CFO Services
Payroll Processing
Sales Tax Filing
Technology Integration
Details
- Year established: 2015
Highlights and features
- We have helped 100+ professional firms improve financial performance since 2015
- Our team includes senior advisors with 30+ years of combined accounting experience
- We offer integrated business and personal financial management solutions
- We implement technology-driven systems for real-time financial visibility
- Our client testimonials highlight exceptional responsiveness and problem-solving capabilities
What people say
Take home more money
Financial clarity
Exceptional responsiveness
Expert problem solvers
Strategic partnership
Services
Bookkeeping Services
Our comprehensive bookkeeping services maintain accurate financial records for professional firms. We handle accounts receivable, bill pay, reconciliation, and trust accounting to ensure complete financial transparency. Our technology integration capabilities streamline data management across platforms like QuickBooks and Xero.
Management Accounting
We provide advanced management accounting solutions that transform financial data into actionable insights. Our services include cash flow forecasting, budgeting, KPI reporting, and scenario planning to support informed business decisions for professional practice owners.
Personal CFO Services
Our Personal CFO Bundle offers holistic financial planning for business owners. This includes lifestyle budgeting, investment monitoring, and strategic wealth-building plans that bridge professional success with personal financial goals through monthly advisory sessions.
Business Advisory
We deliver tailored business advisory services focusing on profit optimization and operational efficiency. Our strategic guidance covers financial reviews, process improvements, and crisis management solutions specifically designed for professional service firms.
Tax Preparation
Our tax preparation services ensure accurate and timely compliance with evolving tax regulations. We handle complex tax situations for both businesses and individuals while identifying legitimate deductions to maximize after-tax income.
People
Matt Croce
CEO & Founder
With 15+ years in financial auditing, Matt Croce co-founded Zoar Finance to help professional firms achieve financial clarity. His expertise in strategic accounting has guided over 100 businesses toward sustainable growth and profitability.
Deirdre Otto
COO & Partner
Deirdre Otto brings 18 years of accounting experience to Zoar Finance. As COO, she oversees client operations and ensures delivery of high-quality financial services that combine technical excellence with personalized business strategy.
Questions
What accounting services do you offer for professional firms?
We provide bookkeeping, management accounting, tax preparation, payroll processing, and sales tax filing services specifically tailored for professional practices and private businesses.
Do you offer personalized financial planning for business owners?
Yes, our Personal CFO Bundle offers customized financial planning that integrates business and personal wealth management through monthly advisory sessions and strategic planning.
How do you help businesses improve profitability?
We analyze financial data to identify growth opportunities, implement efficient systems, and provide strategic guidance that helps business owners make informed decisions to increase profits.
What technology platforms do you support?
We integrate with major accounting platforms like QuickBooks, Xero, and Bill.com, plus payment processors and industry-specific software for law firms and healthcare practices.
How are your service packages structured?
We offer three core packages: Start Up ($300/mo) for new businesses, Scale Up ($1000/mo) for growing firms, and Stabilize ($4000/mo) for complex situations, with customizable add-ons available.
