NovaPoint CFO Services

In today’s economy, sound financial advice is critical to help avoid the “potholes” that could devastate your finances down the road. We offer high quality professional guidance so you make it to all your financial goals in a timely manner.

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.

Business Formation

Are you creating a PA, PC, LLC or S Corp? We remove the guessing game to give you surefire answers on which direction to take your business so you know for certain what benefits and proper paperwork will follow. We keep your records up-to-date for you so you can have peace of mind about your future.

Business Accounting

In our world, good accounting services doesn’t have to mean fancy computer models or stuffy office visits. Our services change as often as your needs do. We’re backed by more than 20 years of expertise in evaluating common financial challenges and what may come next.


We understand running payroll is tedious and time-consuming work. That doesn’t mean it has to be for you. We make the entire process of tax filing and planning clear and comprehensive so you understand exactly how your money is being managed.

Financial & Tax Planning

Financial planning is a surefire way to take the guessing game out of your future and plot your goals and objectives in an easy-to-follow blueprint personalized for you. NovaPoint CFO will provide an honest assessment of your financial portfolio, organize the data for you to comprehend and monitor any fluctuations so you can stay ahead of any foreseeable obstacles. Yes, it’s that simple.