NovaPoint CFO provides 1-on-1 consultations to independent professionals and small business owners looking for peace of mind in their finances.
Whether you are a physician, or maybe you own your own law firm, or a small business. Whatever industry you are in, we offer industry specific knowledge to help you understand your financial profile, manage your business, and avoid tax mistakes.
Business Formation
NovaPoint CFO will guide you through setting up your business to guarantee the proper paperwork is in place for your practice's success.
Business Accounting
Make the right financial decisions and strategy plans for all the major changes in your life; from paying down student loans to retirement planning.
Payroll
We'll work in the background so you can focus on your patients by running a monthly payroll and withholding quarterly payroll tax returns.
Financial & Tax Planning
Investments and taxes can be tricky, we make it easy. We do the legwork so you know where your money is going and how it will progress over time.
Business Formation
NovaPoint CFO will guide you through setting up your business to guarantee the proper paperwork is in place for your practice's success.
Accounting, Tax and Payroll
Make the right financial decisions and strategy plans for all the major changes in your life; from paying down student loans to retirement planning.
Wealth Management
We manage investment portfolios for individuals, family offices, corporations, and more. We also provide sub-advisory services for other investment advisers.
Need more help with your finances besides tax planning? We can help you with that!
Investing in your success
NovaPoint CFO aims to be the hub for all your financial literacy needs. From working with our skilled and knowledgeable professionals to reading our latest blogs, we have the information you need to keep your business competitive and flourishing.
We take care of your financial health and put you first.
We save you time and give you fewer things to worry about.
We identify your needs when starting your own business.
We steward your investments and manage your debt.
Your NovaPoint Team
Alan Conner
President
Joseph Sroka, CFA, CMT
Chief Investment Officer
Larry Dixon, EA
Tax Managing Partner404.445.7885
Let’s build a better business together!
We work with you to ensure your future’s financial success by offering comprehensive and easy to understand solutions to your business needs.
Contact us to start building your personalized plan now.