Accounting & Advisory Services for
Professional Firms & Private Practices

Accounting & Advisory Services for
Professional Firms & Private Practices

Take Your Business to the Next Level with

Management Accounting Services

icon - dash
icon - accounting

Accounting

Get your books in order and start making smart financial decisions.

View More Details
icon - advisory

Business Advisory

Elevate your business with strategic guidance and financial expertise.

View More Details
icon - integration

Technology Integration

Streamline your systems and tools to work for you.

View More Details
icon - tax

Sales Tax

Handle sales tax easily with expert management, filing, and compliance.

View More Details
icon - payroll

Payroll

Streamline your payroll with accurate payments and recordkeeping.

View More Details
icon - cfo

Personal CFO

Achieve your personal goals with financial guidance tailored to you.

View More Details

Accounting Services

With outsourced business accounting services, you can free up time today and confidently focus on your business’s future.

  • Bookkeeping
  • Cleanup
  • Reconciliation
  • Accounts Receivable
  • Bill Pay
  • Trust Accounting
  • Specialty accounting projects

Technology Integration Services

Get the most out of your technology platforms by connecting your financial tools and aggregating all the data. We specialize in a variety of bookkeeping tools, payment processors, and client management systems.

Finance Tools

  • QBO
  • Xero
  • Bill.com
  • Square
  • Shopify
  • Toast

Group Therapy Software

  • TherapyNotes

Legal Software

  • Clio
  • Lawpay
  • Smokeball

Business Advisory

Take your business to new heights with expert financial guidance. We’ll help you navigate challenges, capitalize on opportunities, and increase profit.

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

Sales Tax Services

Breathe easy knowing your taxes are accurate, compliant, and timely. We’ll handle changing, complex tax regulations so you can focus on growing your business.

  • Filing
  • Record-keeping
  • Tech integration
  • Guidance & training

Personal CFO Services

With a dedicated advisor overseeing your personal finances, you’ll gain a holistic view of your numbers and get a strategy to achieve your goals. We get to know your unique needs and challenges and create a plan to get you to where you want to go.

  • 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

Explore how we help businesses & owners get financial clarity.

You May Be Wondering…

Do we offer year-end tax preparation?

icon - dash

While we do not offer traditional year-end tax preparation and filing services in house, we partner with awesome CPA firms who do. When you work with Zoar Finance, we’ll make sure to connect you with the right partner to handle your annual tax, so all of your financial needs are taken care of.

icon - quote

“allows me to focus on serving my clients”

“Zoar Finance handles all bookkeeping for my law firm including IOLTA accounting and reconciliation. Having this dedicated and growing team handle the financial side of my business allows me to focus on serving my clients.”

Darth Newman

bg - watercolor

Gain visibility

into your professional and personal finances.