Leading Innovators
Beyond Financials
A modern, client-centric accounting firm.
Novii CPA can help you navigate the complex world of financial statements and taxes. Our team of highly skilled and experienced professionals are dedicated to taking the burden off your shoulders, allowing you to focus on what you do best — growing your business.
What sets us apart is our bone-deep care and commitment to your success. We build a community where we support our members in achieving their goals.
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Outsourced CFO
We work with you to minimize risks and maximize your investment.
Outsourced Accounting
Let us handle your payroll and bookkeeping needs.
Tax Planning & Preparation
Our experienced team leverages advanced accounting tax software.
QuickBooks Training & Setup
Comprehensive guidance to ensure seamless software implementation.
Navigate the complexities of business finance with ease and confidence. Our subscription-based Outsourced Accounting and Fractional CFO Services are designed to provide your business with the financial expertise it needs at every stage of growth. From the foundational support of our Essentials tier to the advanced strategies of our Elite package, we offer a range of solutions tailored to fit your business’s unique needs and ambitions. Choose the path that best supports your vision, and let us empower your journey towards financial excellence.
Essentials
Bookkeeping Services
Financial & Management Reporting — Balance Sheet, Profit/Loss, & Cash Flow
Taxation Services — Preparation of Federal & State Tax Returns
1099 Preparation & Filing
Enhanced
Bookkeeping Services
Financial & Management Reporting — Balance Sheet, Profit/Loss, & Cash Flow
Taxation Services — Preparation of Federal & State Tax Returns
1099 Preparation & Filing
Quarterly Tax Planning
Quarterly Advisory Services — CFO, Compliance & Health Check
Quarterly Periodic Management Meetings
Elite
Bookkeeping Services
Financial & Management Reporting — Balance Sheet, Profit/Loss, & Cash Flow
Taxation Services — Preparation of Federal & State Tax Returns
1099 Preparation & Filing
Monthly Tax Planning
Monthly Advisory Services — CFO, Compliance & Health Check
Monthly Periodic Management Meetings
Essentials
Quarterly Meetings
Review of Key Performance Indicators (KPIS)
Review of your Business Goals and Strategic Plan
Review of Any Operational Issues you May Be Facing
Guidance Based on Quarterly Review
Enhanced
Monthly Meetings — KPI, Business Goals & Strategic Plan, & Any Operational Issues Review
Revenue Forecasting
Cash Flow Management
Employee Expenses & Headcount Planning
Build Custom Financial Strategies — Annual and Monthly Budgets, Financial Modeling, & Burn Rate and Runway
Pricing and Cost Analysis
Elite
Monthly Meetings — KPI, Business Goals & Strategic Plan, & Any Operational Issues Review
Revenue Forecasting
Cash Flow Management
Employee Expenses & Headcount Planning
Build Custom Financial Strategies — Annual and Monthly Budgets, Financial Modeling, & Burn Rate and Runway
Pricing and Cost Analysis
4 Hours On-Site per Week — At Client Facilities or Virtual
Continuous Support Throughout the Year
821 E Washington Avenue, Ste 200
Madison, WI 53703
