Proactive
Strategic
Relational
How is the health of your business?
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:
Where Business Strategy and Financial Clarity Meet
Matt Croce
CEO & Founder
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.
Barbara Croce
Leesburg, FL
Megan Doyle
Romeo, MI
Dana Joseph
Fort Myers, FL
Bethany Wigfield
Cranberry, PA
Jen Rudolph
Plantation, FL
We specialize in private practices and professional firms.
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.
Professional Firm Owners
Lawyers, Architects, Engineers, Specialized Consultants, Financial Advisors, Real Estate Agents
Private Health Practitioners
Doctors, Chiropractors, Dentists, Optometrists, Veterinarians, Therapists, Counselors
“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