Helping business owners make strategic decisions and

Take home more money

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Expert, customized accounting & advisory services for both your professional and personal life.

Helping business owners make
strategic decisions and

Take home
more money

Tan paint stroke

Expert, customized accounting & advisory services for both your professional and personal life.

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Professional Firm Owners

Lawyers, Architects, Engineers, Specialized Consultants, Financial Advisors, Real Estate Agents

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Private Health Practitioners

Physicians, Chiropractors, Dentists, Optometrists, Veterinarians, Therapists, Counselors

You’re making good money–

But why doesn’t it feel like it?

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Managing your practice or firm while working with clients leaves you little time to oversee your financial picture. Without insights into your personal and professional numbers, you may be left wondering where all the money is going.

When it comes to your accounting needs, accuracy & compliance aren’t enough.

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Let’s Focus on Performance & Profit

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Gain a financial partner

Who Cares

As a bespoke firm, we become an extension of your team and understand you beyond just your debits and credits.

Implement an accounting process

That Works

We’ll set up clear accounting systems that keep your business (and your lifestyle) sustainable and profitable.

Alleviate financial headaches

That drain your time

Get help with complex and emergency needs like sales tax, trust accounting, or inventory adjustments.

Expertly Manage Both

Business & Personal Finances

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If you are a business owner who wants to better understand where your money is going both professionally and personally and start taking control of your entire financial situation, our Personal CFO Bundle is for you.

What’s Included:

  • Budgeting & Lifestyle Planning
  • Reporting on KPIs
  • Monthly Meetings
  • Cash Flow Forecasting
  • Budgeting & Projections
  • Goal Setting & Monitoring
  • What-if Scenarios
  • Strategy Planning
  • Financial Crisis Triage & Transformation

Tell Your Money Who’s Boss

With Help from Zoar Finance

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We understand what an enormous load you carry working in your business day to day while also steering the ship. We’ve helped 100+ firm owners and practitioners understand where their money is going and maximize their profit. Our unique experience in both accounting and business management means we help you with the financials as well as strategic decision making. When you work with Zoar, you work with senior advisors and expert problem solvers who will elevate your financial strategy.

We’ll Help You Leverage Your Software

Customized Accounting Services

For Your Business & Your Life

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Outsourced Business
Accounting & Advising

Get your books in order and start making better decisions.

  • Bookkeeping
  • Cleanup
  • Reconciliation
  • Accounts Receivable
  • Bill Pay
  • Payroll
  • Trust Accounting
  • Sales Tax Filing
  • Tech Integrations

Personal & Business CFO

Take control of your entire financial situation.

  • Budgeting & Lifestyle Planning
  • Reporting on KPIs
  • Monthly Meetings
  • Cash Flow Forecasting
  • Budgeting & Projections
  • Goal Setting & Monitoring
  • What-if Scenarios
  • Business Advising
  • Financial Crisis Triage & Transformation
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Zoar Success Roadmap

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    Align

    We have an initial meeting to get to know you, your business, and your goals to make sure we are a good fit.

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    Onboard

    Once you’re a client, we’ll walk you through our simple yet comprehensive onboarding process to get your books up to date, tools synced, and processes in place.

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    Optimize

    Next we will help you monitor your finances on a regular basis to ensure you are making the best decisions for your business while maximizing profit.

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Leverage
Financial Data

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Make
Informed Decisions

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Accelerate
Business Growth

Join the Ranks of Successful Private Practices & Firms

Powered by Zoar Finance

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“I can sleep well”

I’ve been working with Matt and his colleagues for the past year. He is always responsive to requests and I can sleep well knowing my books are not out of whack.

John Sambrook, CEO
Common Sense Systems, Inc.

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Gain visibility

into your professional and personal finances.