Focus On Growing Your Business Trust The Accounting To Us

You deserve the personal attention of a dedicated and proven professional whose leadership in tax and financial management has been cited by The Wall Street Journal, Money Magazine, Bloomberg, and New Jersey CPA Magazine. Call Tony Novak CPA, MBA, MT for a confidential no-obligation discussion.

Our Services

What Service We Offer

Personal Services

Planning, strategy, coaching and compliance that relates to your life goals.

Business Services

Strategic planning, compensation, benefits, payroll, bookkeeping, compliance, and taxes.

Nonprofit Services

Formation, governance, and compliance from one of the most experienced small nonprofit ESG focused practitioners.

Our Blog

Latest Blog & Articles

  • What Rising Fuel and Fertilizer Prices Mean for South Jersey Farmers and Agriculture Businesses

    If you farm in South Jersey or run a business tied to agriculture, 2026 is shaping up to be an expensive year. Most of what is driving the cost increases is happening far outside South Jersey. Here is what the numbers look like, why it is happening, and what you can do about it now.…

    Read More

  • Effective Communications Build Relationships

    Good communication is not just about getting the words right. It is about helping the other person feel safe enough to hear you, clear enough to understand you, and respected enough to stay engaged. Six practical rules Use this simple pause-reset-respond method Helpful phrases The real goalThe goal of communication is not to overpower, impress,…

    Read More

  • Trump Accounts vs. UTMAs

    Decades ago when I left a Wall Street firm to launch an independent advisory firm in Doylestown, Pennsylvania, we gifted $100 in Uniform Transfers to Minors Act (UTMA) accounts to newborns in the community. It was a great way to boost the concept of saving for children, and of course great marketing for our firm.…

    Read More