NovaPoint CFO

NovaPoint CFO Services, LLC is dedicated to serving Independent Contractor Physicians, Medical Practices, and High Net Worth individuals across the United States. Our mission is to provide comprehensive financial and business support tailored to the unique needs of our clients. We assist Physician clients in four primary areas:

Incorporation and Business Set-Up: We guide you through the process of establishing your business, ensuring that all legal and administrative requirements are met efficiently and accurately.

Accounting and Payroll Systems: Our expert team sets up and manages your accounting and payroll systems to ensure accuracy, compliance, and timely financial reporting.

Business and Personal Tax Returns: We handle both business and personal tax returns, offering meticulous preparation and filing services to minimize tax liabilities and ensure compliance with tax regulations.

Strategic Tax Planning: Through advanced strategies including maximizing expenses, income shifting, and tax deferral strategies. We strive to significantly reduce your tax burdens and enhance your financial stability.

Our fee structure is designed to offer transparency and flexibility. We charge a fixed rate for Incorporation, Business Set-Up, and Strategic Tax Planning services. For ongoing Accounting and Payroll services, we utilize a flat monthly fee, while Wealth Management services are billed based on assets under management.

Our diverse client base includes both Independent Contractors and W-2 Physicians, as well as Medical and other Professional Practices. We are proud to serve clients in over 30 states and are committed to delivering personalized, high-quality financial solutions.

Contact us today to schedule a free initial consultation and discover how NovaPoint CFO Services can help you achieve your financial and business goal

1175 Peachtree St NE, Suite 1825
Atlanta, Georgia
30361

404-596-8935

[email protected]

novapointcfo.com/

Why You?

Choosing to work with NovaPoint CFO Services, LLC means partnering with a firm that understands and specializes in the unique financial needs of Physicians, Medical Practices, and High Net Worth individuals across the United States. Here’s what makes us stand out:

Tailored Expertise: We focus exclusively on the specific needs of Physicians and Medical Practices, regardless of how long you have been practicing. Our financial understanding of healthcare practitioners allows us to provide solutions that are both relevant and effective.

Comprehensive Services: We offer a wide range of services that cover critical aspects of financial and business management, including Incorporation and Business Set-Up, Accounting and Payroll Systems, Business and Personal Tax Returns, and Strategic Tax Planning. This comprehensive approach ensures that all your financial needs are met under one roof.

Transparent Pricing: Our fee structure is designed to offer transparency and flexibility. We charge a fixed rate for Incorporation, Business Set-Up, and Strategic Tax Planning services. For ongoing Accounting and Payroll services, we utilize a flat monthly fee, while Wealth Management services are billed based on assets under management.

Broad Reach with Personalized Service: With clients in over 30 states, we combine the extensive reach of a national firm with the personalized attention of a local provider. We are dedicated to building long-term relationships and providing tailored support that aligns with your specific financial goals.

By choosing NovaPoint you gain access to a team that is committed to your success, offering specialized knowledge and comprehensive services to help you achieve your financial and business objectives.

Ideal Client

Our ideal client is a white coat investor—whether a newly graduated resident or seasoned attending physician who is now looking to optimize and manage their taxes and wealth effectively. They value efficiency and strategic planning to optimize their financial situation, reduce tax liabilities, and drive growth. Open to advanced strategies, they seek comprehensive support to streamline their business operations and financial management. Our ideal client is committed to building a long-term partnership with a trusted advisor who understands their unique needs and is dedicated to helping them achieve sustained success.

Services Offered

At NovaPoint CFO Services, LLC, we offer a range of specialized financial and business services designed to meet the unique needs of Physicians, Medical Practices, and High Net Worth individuals. Our services include:

Incorporation and Business Set-Up: We assist with the establishment of new businesses, including the legal and administrative aspects of incorporation which includes filing state documents, obtaining tax ID numbers, and subchapter-S elections to ensure compliance and efficiency.

Accounting and Payroll Systems: We set up and manage comprehensive accounting and payroll systems to ensure accurate financial reporting, compliance, and streamlined operations. We setup your online accounting, payroll services which includes linking bank accounts, categorizing transactions, applying for state tax numbers, and doing a comprehensive estimate of taxes for the upcoming year.

Business and Personal Tax Returns: Our team prepares and files both business and personal tax returns, focusing on accuracy and strategic tax planning to minimize liabilities.

Wealth Management: Our services include investment advice and financial planning to help clients grow and protect their wealth. We are also investment managers, which means that we utilize our tax efficient investment strategies to help you achieve your long-term investment goals.

We provide transparent pricing with fixed rates for incorporation and tax planning, flat monthly fees for accounting and payroll, and asset-based fees for wealth management, ensuring clarity and flexibility in our service offerings.

Experience and Designations

At NovaPoint CFO Services, LLC, our team holds a range of professional designations and brings extensive experience to deliver expert financial and business services:

Enrolled Agent (EA): Our EAs are licensed by the IRS to represent clients in tax matters, ensuring expert handling of tax issues and disputes.

Certified Plan Fiduciary Advisor (CPFA): Our CPFAs are skilled in fiduciary responsibility, ensuring that retirement plans and other investment options are managed in the best interests of plan participants and beneficiaries.

Chartered Financial Analyst (CFA): Our CFAs specialize in investment analysis, portfolio management, and financial research. They provide advanced investment strategies and financial insights.

Certified Market Technician (CMT): Our CMTs are experts in technical analysis, providing insights based on market trends and price movements. They help clients make informed investment decisions through sophisticated market analysis techniques.

Experience
Our team combines decades of experience working with Physicians, Medical Practices, and High Net Worth individuals. We have a proven track record in:

* More than 30 years of small business and personal tax preparation and bookkeeping experience
*More than 50 years of combined investment management experience at both personal and institutional levels

Fee Structure

Incorporation: Starting at $350
Business Set Up: Starting at $350 (included with incorporation)
Strategic Tax Planning: Starting at $3,500
Monthly Accounting and Payroll Services: Starting at $600
Assets Under Management (AUM): 1% of assets

Our typical bookkeeping client is $600 a month. Our typical personal tax return is $1250. *Costs vary based on complexity.