Build your business with confidence

NovaPoint CFO provides 1-on-1 consultations to independent contractor physicians looking for peace of mind in their finances. We offer industry specific knowledge to help physicians understand their financial profile, business management, 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.


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.

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 practice 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 Pro Team


Alan Conner


Joseph Sroka, CFA, CMT

Chief Investment Officer

Jeffery Wright, CFA

Managing Director


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 clinical business needs.

Contact us to start building your personalized plan now.