Justice for the Injured, One Case at a Time
At Zoar Finance, we're on a mission to help business owners make strategic decisions and take home more money. As a boutique accounting and advisory firm, we understand that managing your practice or firm while working with clients leaves little time to oversee your financial picture. That's why we're dedicated to providing expert, customized accounting and advisory services to help you gain visibility into your professional and personal finances.
Our Approach
We're not just your typical accountant or bookkeeper - we're 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. Our approach is proactive, strategic, and relational. We'll help you leverage your numbers beyond just understanding your revenue minus expenses, and instead, provide a comprehensive picture of your financial health.
Our Services
We offer a range of customized accounting and advisory services designed specifically for professional practice owners and firms. Our services include bookkeeping cleanup, reconciliation, accounts receivable, bill pay, payroll, trust accounting, sales tax filing, and tech integrations. We also offer personalized CFO services, including budgeting and lifestyle planning, reporting on KPIs, monthly meetings, cash flow forecasting, budgeting and projections, goal setting and monitoring, and what-if scenarios.
Our Team
Our team is comprised of senior advisors and expert problem solvers who are dedicated to helping you achieve financial success. Our CEO and Founder, Matt Croce, and COO and Partner, Deirdre Otto, have a combined 30+ years of experience in the financial auditing and accounting world. We've helped 100+ firm owners and practitioners understand where their money is going and maximize their profit.
What Our Clients Say
"I can sleep well knowing my books are not out of whack." - John Sambrook, CEO of Common Sense Systems, Inc.
"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
Get Started
If you're ready to gain visibility into your professional and personal finances and start making strategic decisions, we invite you to request a meeting with us. Let's work together to take your business to the next level.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Donnelly-Boland and Associates. They have praised the company's dedication, expertise, and responsiveness in providing top-notch accounting and financial services.
Praise for the Team
The team at Donnelly-Boland has been consistently praised for their professionalism, kindness, and expertise. Reviewers have appreciated their willingness to help, their patience, and their ability to explain complex financial concepts in a clear and concise manner.
Services and Support
Donnelly-Boland has been commended for their comprehensive range of services, including QuickBooks setup, financial reporting, budgeting, cash flow management, contract management, and HR support. They have also been praised for their ability to help businesses setup and manage their finances, and for their expertise in government grants and contracts.
Educational Webinars
The company's educational webinars have been highly praised for their informative content, organization, and knowledgeable presenters. Reviewers have appreciated the valuable insights and practical tips provided during these seminars.
