Helping business owners make strategic decisions and
Take home more money
Expert, customized accounting & advisory services for both your professional and personal life.
Helping business owners make strategic decisions and
Take home more money
Expert, customized accounting & advisory services for both your professional and personal life.
Professional Firm Owners
Lawyers, Architects, Engineers, Specialized Consultants, Financial Advisors, Real Estate Agents
Private Health Practitioners
Doctors, Chiropractors, Dentists, Optometrists, Veterinarians, Therapists, Counselors
You’re making good money–
But why doesn’t it feel like it?
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.
Let’s Focus on Performance & Profit
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
If you are a business owner 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:
Tell Your Money Who’s Boss
With Help from Zoar Finance
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
Outsourced Business
Accounting & Advising
Get your books in order and start making better decisions.
Personal & Business CFO
Take control of your entire financial situation.
Zoar Success Roadmap
Align
We have an initial meeting to get to know you, your business, and your goals to make sure we are a good fit.
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.
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.
Leverage
Financial Data
Make
Informed Decisions
Accelerate
Business Growth
Join the Ranks of Successful Private Practices & Firms
Powered by Zoar Finance
“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.