About

 

Tony Novak, CPA, MBA, MT

Personal introduction:

“I am thrilled to have served great clients in all 50 states and DC over a span of more than three decades as an independent accountant, controller, board member and adviser. I’ve helped operate a wide range of small businesses in Pennsylvania, New Jersey and Delaware ranging from an accounting firm to an organic farm, from a nonprofit community development group, a marina and seafood company, to an early internet technology company. Working through the many struggles and seeing so many self-employed and small business clients succeed is a fantastic reward.

Prior work through Freedom Benefits and OnlineAdviser consumer support services, I communicated with more than 50,000 users, mostly self-employed, by telephone and email in the 1990s. That work even led to an invitation by former Speaker of the U.S. House of Representatives Newt Gingrich to testify before Congress on consumer health care needs. In the early 2000s I produced a series of training recordings sold on CD (this was before podcasts) by Rockhurst University.

Now I’m focused on helping small Delaware Valley regional firms to incorporate technologies that allow more efficient workflows, maintain compliance and help us keep more of what we earn. If you would like to have a conversation about your situation or learn more about mine, I welcome a call at (856) 265-0306.”


About the web site:

Tonynovak.com web site was launched more than 20 years ago and has accumulated more than 2,000 pages of small business tips, news clippings, former newspaper columns and other advice from Tony Novak. 


Services and pricing:

 
I typically offer four types of services that make up the fluid field of small business financial management: 
 
TRANSACTIONAL SERVICES including bookkeeping, payroll, and bill payment
COMPLIANCE SERVICES including tax preparation, audits, reviews, and financial reporting
OUTSOURCED CFO including financing, contracting, purchasing, performance-based service, data analytics, benchmarking, business advisory, and lean processes
STRATEGIC PLANNING including clarifying the business plan, financial forecasts, acquisitions, sales, mergers and succession planning
 

Listing of services for nonprofits

Listing of services for small businesses

Listing of services for individuals

Clear transparent value-based pricing


More information about Tony Novak:

  • Advice cited by The Wall Street Journal, Money Magazine, and NJCPA Magazine.
  • Served small business clients in all 50 states through a networked remote online practice.
  • Over 2,000 short practical tax and employee benefits planning advice columns, blog posts and recordings published in multiple media formats since 1982.
  • Certified Public Accountant licensed in the states of Delaware and New Jersey 
  • Masters of Taxation from Villanova School of Law with a focus on compensation planning
  • Masters of Business Administration from Temple University in finance and accounting
  • Bachelor of Science from Delaware Valley University with a focus on agriculture
  • Credentials and certifications in farm and food safety 
  • Academic credentials

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