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.


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.

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Client Center

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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

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

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

Navigating Your Financial Success: How a CPA Firm Can Help You Thrive

Maximizing Your Financial Future: Leveraging Retirement Plans for Small and Medium-Sized Businesses 

Tax Planning Strategies for Entrepreneurs: A Comprehensive Guide

5 Essential Financial Habits for Business Owners

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