financial balancewealthmanagement.us.com

 Concierge accounting serices

Proactive accounting and financial management services designed to keep you on track throughout the year and make managing your finances simple again.


"The best financial advice does not need to be complicated or expensive but it does need to be available when you can use it". - Tony Novak, MBA, MT, Certified Public Accountant



Introductory telephone  appointments are available daily without fee or obligation.

Find out how remote online accounting and advisory services can save time and money beginning today!















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News

Tony Novak wrote an article published in the January/February 2016 edition of New Jersey CPA Magazine on small business tax risks triggered by the Affordable Care Act.

New Jersey Assemblyman Sam Fiocchi awarded Tony Novak a Joint Legislative Commendation on June 9, 2015 for service to the Money Island marina community businesses.

Tony Novak was featured in the July/August 2014 issue of New Jersey CPA Magazine member profile feature.
 

Tony Novak's editorial "Who to trust for financial advice" was published by CBS News.

The article by Tony Novak titled "Financial Planning for Special Needs Children" was updated April 17, 2012. Additional self-help resources were added through resource links. A short video on the topic is in production but not ready for publication at this time. Our goal is to schedule live presentations of this topic with community groups and employers in the Delaware Valley area. If your group may be interested, please send a message.