You can’t afford to ignore your finances.

Almost half of all small businesses fail within five years due to poor money management, no matter how specialized the service. Zoar helps owners like you stay profitable so you can beat the odds.

You can’t afford to ignore your finances.

Almost half of all small businesses fail within five years due to poor money management, no matter how specialized the service. Zoar helps owners like you stay profitable so you can beat the odds.

Improve Cash Flow with Management Accounting Packages

Packages can be customized with the following add-on services.
Prices are subject to change based on your needs.

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Start Up

Starting at

$300/ mo

Get your financial recordkeeping
off to a solid start.

Who it’s for:
New and growing businesses. We’ll work with you for 2 years to reach your financial goals, at which point you’d graduate into the Scale Up package.

What’s included:

  • YTD cleanup
  • Monthly reconciliation
  • Technology integration
  • Off-the-shelf advising resources for common business questions

Scale Up

Starting at

$1000/ mo

Professionalize your business
and get expert guidance as you grow.

Who it’s for:
Established businesses looking to make smarter decisions based on their finances and get to the next level.

What’s included:
Everything in the Start Up package plus the following business advisory services:

  • Accounts receivable
  • Custom, 1:1 business advising
  • KPI Reporting
  • Monthly Meetings
  • Cash Flow Forecasting
  • Budgeting & Projections
  • Goal Setting & Monitoring
  • What-if Scenarios
  • Strategy Planning

Stabilize

Starting at

$4000/ mo

Tackle complex, urgent challenges and turn things around.

Who it’s for:
Businesses facing a complicated financial issue (unprecedented growth, lack of financial control, incomplete books) who need intensive, 1:1 help.

What’s included:
Everything in the Scale Up package plus the following business advisory services:

  • Internal financial process
  • Biweekly meetings
  • Owner and team training

Add-On Services

Bill Pay

What’s included:

  • Invoice processing
  • Payment authorization
  • Expense tracking
  • Vendor management
  • Reconciliation
  • Reporting

Starting at

$200/ mo

Payroll

What’s included:

  • Employee payment calculations
  • Direct deposit or check issuance
  • Tax withholding & reporting
  • Payroll deductions
  • Compliance monitoring
  • Year-end processing

Starting at

$150/ mo

Sales Tax

What’s included:

  • Sales tax calculation
  • Tax registration
  • Sales tax filing and remittance
  • Compliance monitoring

Starting at

$200/ mo

Trust Accounting

What’s included:

Three-way reconciliation of:

  • Funds received, disbursed, and held in trust
  • Trust liabilities
  • and client-level detail

Starting at

$200/ mo

Expertly Manage Both Business & Personal Finances

Take Advantage Our Most Popular Add-On: The Personal CFO Bundle

If you are a business owners who want 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
  • Goal Setting & Monitoring
  • What-if Scenarios
  • Strategy Planning
  • Financial Crisis Triage & Transformation

Starting at

$400/ mo

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 synched, 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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“the best thing I’ve ever done for my business”

“Hiring Zoar Finance is the best thing I've ever done for my business. They are kind, show attention to detail and have helped me analyze my business in new ways. All the time I used to spend on trying to do what they accomplish, I can now use to focus on my clients.”

Maggie Cham
Founder, madDesigns

Understand your numbers

and boost your profit.