The Zoar Way

We’re not just another accounting firm with our heads stuck in the books.

From initial onboarding through the entire relationship, we put the client first. We have designed our processes to make things simple for you. We use best in class tools and spend a lot of time thinking about how to make things easy for our clients.

Our onboarding process allows us to collect necessary information from you, gives us time to do a thorough review of your books, and allows for discussion as we get to know your business and develop a cadence of work and communication. On a monthly basis, we’ll work with you via our client portal so you’ll always know what we need from you and where to find critical information.

Set up a meeting today to take control of your business.