Financial Management Custom Tailored for Independent Contractors & Business Owners. Get Started

Build your business with confidence

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

AlanR

Alan Conner

President
JosephS

Joseph Sroka, CFA, CMT

Chief Investment Officer
JeffWR

Jeffery Wright, CFA

Managing Director
Frederick

Frederick Wright, CFA

Managing Director

404.445.7885

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.