Zoar Finance

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Customized Accounting & Advisory Services for Business Owners

At Zoar Finance, we specialize in delivering customized accounting, bookkeeping, and advisory services tailored to the unique needs of professional practice owners. Our team of senior advisors and expert problem solvers works as an extension of your team, integrating both your business and personal financial strategies to maximize profitability. With over a decade of combined experience, we focus on transforming complex financial data into actionable insights, empowering clients to make informed decisions.

Our proprietary Personal CFO Bundle includes budgeting, cash flow forecasting, and goal-setting tools designed to streamline financial management. Having supported 100+ firms, we prioritize transparency, compliance, and strategic growth, ensuring our clients maintain accurate records while achieving long-term financial success. Our approach combines technical expertise with personalized service, addressing both routine and emergency needs such as tax filings, payroll management, and financial crisis triage.

Services

Bookkeeping & Lifestyle Planning Cash Flow Forecasting Tax Preparation Payroll Management Financial Crisis Triage KPI Reporting Sales Tax Filing Tech Integrations Budgeting & Projections Strategy Planning

Highlights and features

We offer personalized accounting solutions tailored to professional practice owners.
Our team consists of senior advisors with expertise in business management.
We provide a comprehensive Personal CFO Bundle to manage both business and personal finances.
We have helped 100+ clients improve financial visibility and profitability.
Our services include bookkeeping cleanup, tax planning, and financial crisis triage.

What people say

Can sleep well knowing my books are not out of whack

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Services

Bookkeeping & Lifestyle Planning

Our Bookkeeping & Lifestyle Planning service ensures accurate financial records while aligning personal and professional budgets. We streamline accounting systems, track expenses, and create sustainable strategies to improve cash flow and long-term profitability for business owners.

Financial Crisis Triage

Financial Crisis Triage addresses urgent issues like tax discrepancies or inventory errors. We provide rapid resolution for complex problems, stabilizing financial operations and ensuring compliance while minimizing disruptions to your business and personal finances.

Cash Flow Forecasting

Cash Flow Forecasting helps businesses anticipate income and expenses. We analyze trends, identify risks, and develop proactive strategies to maintain liquidity, enabling informed decisions for growth and financial stability.

Tax Preparation

Our Tax Preparation service optimizes compliance and minimizes liabilities. We handle filings for both business and personal returns, leveraging deductions and credits to maximize savings while ensuring adherence to regulatory standards.

KPI Reporting

KPI Reporting tracks critical metrics like revenue growth and client retention. We deliver actionable insights through customized dashboards, helping businesses identify strengths, address weaknesses, and refine strategies for sustained success.

Questions

What services does Zoar Finance offer for business owners?

We provide bookkeeping, management accounting, tax preparation, cash flow forecasting, and a Personal CFO Bundle that integrates business and personal financial planning.

How does Zoar Finance help improve profitability?

We analyze financial data to identify inefficiencies, implement strategic budgeting, and offer advisory services that align with your business goals to maximize profits.

What is the Personal CFO Bundle?

This package combines lifestyle planning, monthly meetings, and goal-setting tools to manage both business and personal finances effectively.

Can Zoar Finance assist with emergency accounting needs?

Yes, we handle urgent issues like tax disputes, bookkeeping errors, and inventory adjustments to stabilize your financial operations.

How does Zoar Finance ensure compliance?

We maintain accurate records, stay updated on regulatory changes, and conduct regular audits to guarantee adherence to tax and accounting standards.

What makes Zoar Finance different from other firms?

Our focus on professional practice owners, senior-level advisory team, and holistic approach to business and personal finance set us apart.

Reviews (6)

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Christina Parisi

Jun 06, 2021 Report

Donnelly-Borland and Associates are amazing! As a start up business, everything is so overwhelming and there is so much to do that I just couldnt keep track of everything. They helped me set up quickbooks, integrate my bank account and expenses, showed me a monthly financial report, and assisted me with Pa sales tax issues. With their help I can now easily pull up a profit and loss sheet, budget and manage my cash flow. I highly recommend this company!! Theyre the best!

Susan Rauscher

Jun 06, 2021 Report

Positive:Professionalism,Quality,Responsiveness
Donnelly-Boland has been a key partner in the accounting and financial strategies at our agency. Their commitment to helping us succeed has been invaluable.

Michael Skirpan

May 28, 2021 Report

Wonderful, hardworking, and competent. Our company hired them and needed some rapid turnaround on getting financials scrubbed and preparing reports for upcoming projects and they were able to go through nearly a year of transactions within weeks and got our books fully organized. Highly recommend!

Jill Clough Krauza

May 28, 2021 Report

I am extremely pleased with the support we receive from Donnelly-Boland and Associates. In a very short time, they have become a true strategic Financial partner to us in services that include, but are not limited to, the following:
1) Monthly financial reporting and analysis
2) Budgeting and cash flow management
3) Contract management and support
4) Audit support
5) 990 support
They are a great team and a pleasure to work with!

Stephen Hawes

May 28, 2021 Report

DBA was immensely helpful in helping me set up my corporation. I reached out to them at a time where things were quite overwhelming, and they did nothing but alleviate the stress and uncertainty of making critical decisions in the early stages of incorporation. I would highly recommend DBA to any business looking to offload fiscal tasks to a trusted group of wonderful folks.

Olga Pogoda

May 27, 2021 Report

I started with Donnelly-Boland thinking that my finances were in order and that I didn't need much help. I am so grateful that I switched when I did. I was completely unaware of pretty large finance mistakes I was making that they were able to uncover almost immediately. The Donnelly-Boland team is incredible to work with. They are highly responsive, quick to take action, knowledgeable, and just a great partner for a small business like mine. They also didn't change me an arm and a leg for their efforts. So far, they have helped me with Quickbooks setup and monthly reporting, HR, contract management