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Category: Banking

September 22, 2021September 23, 2021Accounting, Banking, New Jersey

NJ election campaign committee no fee banking services

Purpose This page is meant for candidates for political office who elect to use my no fee services as a volunteer campaign […]

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July 31, 2021Accounting, Banking, Small Business

States That Don’t Allow Credit Card Surcharges

At this time there is only one US territory and four states that don’t allow credit card surcharges. In the following jurisdictions […]

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September 21, 2020October 22, 2020Banking, News and Politics

Alarming financial reports leaked

Questions about the leaked reports from the Financial Crimes Enforcement Unit (FinCEN): All parties acknowledge this disclosure places the employees of financial […]

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July 20, 2020July 20, 2020Banking, crisis management, Financial Planning, Small Business

Main Street Lending Program Q&As

I’ve received a lot of questions about the new Main Street Lending Program. This post is meant to provide general non-technical information […]

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July 19, 2020Banking, bookkeeping, Small Business

A Fresh Look at Electronic Fund Transfer Payments

In a perfect world, we should be able to “click and pay” anyone, anytime, securely, and at a reasonable fee. That would […]

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June 19, 2020June 19, 2020Banking, crisis management, Small Business

PPP agent blues

More than two months ago on LinkedIn I posed a summary of the problem that Wells Fargo small business clients were locked […]

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April 30, 2020April 30, 2020Banking, crisis management, Small Business

My PPP small business scorecard

I represented nine small businesses attempting for federal aid through the Paycheck Protection Program this past month. The circumstances and timing of […]

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April 17, 2020Banking, crisis management, IRS

Inability to update electronic banking with IRS

Self-serve Options It seems that some of us were given inaccurate information about the ability to update personal bank accounts for the […]

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April 6, 2020April 6, 2020Banking, crisis management, Payroll, Small Business

An update on crisis relief for small businesses

Almost nothing went right in the launch of the Payroll Protection Program over the past two business days. The best advice is […]

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March 3, 2020Accounting, Banking, Small Business

QuickBooks Payments Drops PayPal

Beginning next month, PayPal will no longer be available as a payment method when paying an invoice through QuickBooks Payments. This is […]

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Tony Novak CPA, MBA, MT

PO Box 333, Newport New Jersey 08345
856-237-9199
onlineadviser@live.com
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This Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

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