On a mission to make running your business
More profitable.

On a mission to make running your business
More profitable.

  • icon - proactive

    Proactive

  • icon - strategic

    Strategic

  • icon - relational

    Relational

How is the health of your business?

icon - dash

Your finances can tell you a lot about how sustainable your business is, but few business owners know how to interpret the data and see the trends. If you want to leverage your numbers beyond just understanding your revenue minus expenses, you’re in the right place.

Our Approach

Explore How Management Accounting Can Change Your Financial Trajectory

Zoar Finance is more than just your typical accountant or bookkeeper—we are a true strategic partner to our clients. We'll help make sense of the various financial decisions you need to make, as well as generate strategies to get your business–and your life–where you want it to be. Of course your books need to be done (and we will help with that), but we'll take on the things that really bring you to the next level, such as:

  • Financial Reviews
  • Cash Flow Forecasting
  • Budgeting & Projections
  • Goal Setting and Monitoring

Where Business Strategy and Financial Clarity Meet

icon - dash
team-matt

Matt Croce

CEO & Founder

team-deirdre

Deirdre Otto

COO & Partner

With a combined 30+ years in the financial auditing and accounting world, we launched Zoar Finance in 2015 to make running a business easier and more profitable for our clients. We know where most businesses go wrong and can help you change the trajectory of both your professional and personal life.

Get to Know Who’s Working On Your Books

Large accounting firms suffer from frequent turnover. Not us.
Working with a boutique firm means you develop a relationship with who’s working on your books.

team-barbara-temp

Barbara Croce

Leesburg, FL

Megan

Megan Doyle

Romeo, MI

Dana

Dana Joseph

Fort Myers, FL

Bethany

Bethany Wigfield

Cranberry, PA

Jen Rudolph - Resized

Jen Rudolph

Plantation, FL

We specialize in private practices and professional firms.

icon - dash

As a practitioner or firm owner, the line between your personal and business financials is often blurred.
You deserve a financial partner who can help you manage and optimize both.

Shot of an attractive businesswoman sitting at her desk in an office

Professional Firm Owners

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

Handsome hispanic doctor man wearing stethoscope at the clinic with a happy and cool smile on face. Lucky person.

Private Health Practitioners

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

icon - quote

“a valuable asset to our business”

“I highly recommend Zoar Finance to anyone in need of accounting or bookkeeping services. They have been a valuable asset to our business and have helped us achieve financial success in our real estate investments.”

Eric Rice
CEO of Rice Pegher Capital

Ready to focus on your business’s health & longevity?