Case Studies

Ready To Hear What We’re Made Of?

Here are a few testimonials from professionals who were looking for a boost in their financial literacy. From accounting fumbles to payroll headaches, we satisfy all financial and business needs so you can focus on what really matters: your clients.

Worry Free

I started with NovaPoint CFO 3 years ago and right from starting an LLC to taxes and retirement as well as investments are taken care of smoothly and on time.

I never had to worry about taxes or financials since I have been with them. The team is very responsive, just a phone call away, updates everything on time in the Dropbox. NovaPoint CFO takes care of things proactively.

The firm makes an effort to know their clients. The reason I liked NovaPoint CFO and went with them initially was the way they educates/explain to clients, like me, who have no knowledge of the tax and retirement system on the options available.

This makes it easy for their clients to choose the best option available unlike other automated big firms where the onus is on the client to choose and tell them the option.

I am very happy to have NovaPoint CFO as my tax and financial advisor and continue to be with them.



Practice Set Up

The team at NovaPoint CFO has been paramount in helping me establish and run my practice smoothly and efficiently. They have provided countless hours of support and advice, when called upon. The team are consummate professionals… they are never shaken or stressed by challenges and are always beyond pleasant. I am in it for the long haul with NovaPoint CFO, a decision made several years ago and have only looked back in satisfaction at my excellent decision.