Accounting and Advisory Services
We strive to create an equitable, collaborative, and inspiring world for entrepreneurs and family offices.
About Zaouk CPAs
The Zaouk team brings unparalleled expertise to family offices and entrepreneurs, offering a comprehensive suite of professional services.
From personal cash-flow forecasting and financial planning to tax preparation, real estate value appraisal, and accrual accounting, we focus on your needs to have a solid foundation to propel future growth.
Zaouk CPAs can act as your trusted client adviser to navigate your financial landscape with precision and reliability.
Our Values
Integrity
Competence
Lifelong Learning
Objectivity
Commitment to Excellence
Relevance in the Global Marketplace
Our Approach
Take a holistic view of financial concerns, using your tax return as a guide for financial planning opportunities.
Integrate changes from recent tax law considerations into your family’s financial planning.
Explore how financial decisions impact various life areas like marriage, children, college and retirement.
Implement tax strategies to address immediate issues and identify long-term savings opportunities with objectivity, integrity, and diligence expected from a CPA.
Our Services
No matter your needs, planning for the future is important, and your Zaouk CPAs can help, while you focus on growing your business!
Zaouk Strategy Sessions
In the Zaouk Strategy Session Series, receive a 12-month financial forecast and cashflow plan for your business. Gain a financial roadmap and the confidence for clear decision making.
Simplified Bookkeeping
We offer a bookkeeping service that includes concierge bookkeeping, a custom chart of accounts, monthly financial statements, unlimited email access, and discounted rates on annual tax reporting package.
Controlled Financial Reporting
A service providing financial clarity for your business, owner pay, and retirement. It includes simplified bookkeeping, monthly strategy sessions, cash flow forecasting, and custom tax estimates.
Fractional CFO Advisory
We'll partner with your leadership team to drive business growth through controlled financial reporting, working capital management, financial planning & analysis, treasury management opportunities, and year-round tax planning.
Certificates & Memberships
Our membership in respected organizations & licenses by the New York State Board of Accountancy signifies our commitment to maintaining the highest standards of professionalism in the accounting industry.
American Institute of Certified Public Accountants
New York State Education Department
Tennessee Society of CPAs
Value Beyond Tax Season- April 15
Reach out for a complimentary analysis of the prior year’s tax return for identification of financial planning opportunities.
Engaged clients receive a personalized financial scorecard assessed on the four fundamental pillars to unlock sustained future financial growth:
Estate planning
Investment planning
Risk management planning
Retirement and cash flow planning
We Can:
Advise on year-round financial planning services around tax, retirement, estate, risk management and investments.
Assist in navigating tax implications on life changes.
Provide you with a single point of contact for all your financial needs.