Tools & Resources

Links to financial resources and industry updates

Achieve Your Financial Goals With Confidence

Whether you’re seeking tax assistance or looking to optimize your financial strategies, Novii’s got you covered. We’ve made it our mission to simplify complex concepts, provide practical solutions, and equip you with the latest insights to make informed decisions.

Toolkit

For your convenience we’ve compiled a list of our most used apps and client logins. Click or tap to open the link in a new tab.

Novii CPA all white logo

Client Center

intuit quickbooks logo

QuickBooks Online

Microsoft Teams Meeting Logo

Teams

Tallie Logo

Tallie

Bill.com Logo

Bill.com

Year-End Checklist for Small Business

Our checklist covers all the essential tasks and considerations that will help you navigate the year-end process smoothly, ensuring a strong financial foundation and setting the stage for future success. From financial review to tax planning to goal setting, we’ve got you covered with practical tips and actionable steps to make the most of this crucial time.

Latest Novii Insights

Maximizing Innovation: The Essential Guide to R&D Tax Credits

Revolutionize Your Customer Experience: 4 Essential Digital Transformation Strategies

Revolutionizing CPA Services in the Biotech Industry: The Power of Subscription-Based Models

Navigating the Tax Landscape: A Comprehensive Look at 2023 Changes

From Stress to Success: Mastering Tax Season with Self-Care Strategies

Unlock Success: 6 Key Ideas to Sustain and Grow Your Small Business

Get the Checklist

But first, we just need a little more info...

"*" indicates required fields

Name
Novii CPA color icon logo

Client Center

green calendar, email and arrow icons

Schedule a Meeting

intuit quickbooks logo

QuickBooks Online

Bill.com Logo

Bill.com