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Novii CPA Leading Innovators Beyond Financials

Starting CAS onboarding in October means January begins from a position of strength.The businesses that start the new ye...
10/16/2026

Starting CAS onboarding in October means January begins from a position of strength.

The businesses that start the new year with the cleanest books are almost always the ones that made a change before year-end, not after.

Onboarding in October means there is time to build the foundation properly before the year closes. Clean books heading into year-end make for a smoother close, a faster tax return, and a January that starts with clarity rather than cleanup. If the accounting function has felt fragile this year, this is the right moment to fix it.

DM "CAS" if you want to know what monthly accounting support includes and what onboarding looks like.

QuickBooks is not your accounting function. It is only the tool.The software is doing exactly what it was designed to do...
10/15/2026

QuickBooks is not your accounting function. It is only the tool.

The software is doing exactly what it was designed to do. That is not the same as having an accounting function.

QuickBooks records transactions, generates reports, and connects to the bank. What it does not do is review those numbers for accuracy, flag when something looks off, or tell you what the results actually mean for your business. That part takes judgment, expertise, and someone who is actively thinking about your financial picture — not just maintaining it.

If QuickBooks is the closest thing your business has to an accounting function right now, reach out to us directly and let's talk about what the next step looks like.
https://noviicpa.com/contact/

R&D tax credit documentation is easiest to build while the work is still happening.The R&D tax credit is one of the most...
10/14/2026

R&D tax credit documentation is easiest to build while the work is still happening.

The R&D tax credit is one of the most valuable credits available to innovative businesses, and the documentation that supports it is best captured in real time.

The IRS requires businesses to show that qualifying research meets a specific four-part test, and that means tracking time, expenses, and project activities in a way that connects the work to the credit. Companies that build this documentation habit throughout the year arrive at tax time with everything they need already in hand rather than reconstructing it under deadline.

Save this if innovation work is happening in your business right now.

Getting AP and AR in order now makes the holiday stretch a whole lot smoother.The businesses that move through the holid...
10/13/2026

Getting AP and AR in order now makes the holiday stretch a whole lot smoother.

The businesses that move through the holiday quarter without cash surprises are almost always the ones that cleaned up AP and AR before the busy season started.

October is a great time to get ahead of the cash dynamics that tend to build up in Q4. Tightening up receivables, organizing payables, and knowing what is coming due before the holiday calendar fills up gives an owner real visibility heading into the most cash-sensitive stretch of the year. Swipe through for what that process looks like in practice.

Save this for Q4 cash planning.

We are so proud to share that our founder, Victoria Thayer, CPA, will be a panelist at the 365 Leadership Summit next Mo...
10/13/2026

We are so proud to share that our founder, Victoria Thayer, CPA, will be a panelist at the 365 Leadership Summit next Monday. 💚

Victoria will be joining the panel for "Built Without Permission: The Entrepreneurs Creating Their Own Doors" on October 19 from 11:15 AM to 12:15 PM at the Center for Black Excellence and Culture in Madison. This is a conversation about what it actually takes to build something without a blueprint, and Victoria's journey from Venezuela to founding Novii CPA is exactly the kind of story this panel was made for.

If you are in Madison next Monday, this is one worth being in the room for. Register at https://www.365leadershipsummit.org/registration and come say hi to Victoria after! 🙌

The businesses that finish 2026 in the strongest tax position are planning right now.October is one of the most valuable...
10/12/2026

The businesses that finish 2026 in the strongest tax position are planning right now.

October is one of the most valuable months on the tax planning calendar, and current books are what make it useful.

With a clear picture of where the year stands today, there is still meaningful runway to make moves before December 31. Deduction timing, retirement contributions, income planning, and year-end purchase decisions all land better with two and a half months to work with rather than two weeks.

Save this before December gets crowded.

Better reporting can change a financing conversation before it even starts.The businesses that move through financing co...
10/09/2026

Better reporting can change a financing conversation before it even starts.

The businesses that move through financing conversations most confidently are the ones whose reporting was already telling a clear story before a lender ever asked.

Strong reporting does not just support a loan application, it often shapes the terms of one. When financials are consistent, current, and organized in a way that speaks for itself, lenders spend less time on questions and more time on the opportunity. Swipe through for what reporting needs to look like before a financing conversation begins.

Save this before a lender or investor asks.

Balance sheet schedules are one of the most useful things to have clean before year-end planning begins.When the balance...
10/08/2026

Balance sheet schedules are one of the most useful things to have clean before year-end planning begins.

When the balance sheet is reconciled and organized heading into Q4, every year-end conversation starts from a position of clarity.

Clean balance sheet schedules mean the numbers that feed into tax planning, lender conversations, and year-end close are already reliable. Loans tie to statements, receivables reflect what is genuinely collectible, and there are no lingering items from prior months that need untangling before the year can close cleanly.

Save this before year-end cleanup begins.

Wishing a very happy birthday to our incredible Nick Finken! 💚Nick has a way of making every client feel truly taken car...
10/08/2026

Wishing a very happy birthday to our incredible Nick Finken! 💚

Nick has a way of making every client feel truly taken care of. He brings care, precision, and calm to his work, whether he’s guiding a straightforward close or navigating a tough client conversation. Our clients notice, and our team deeply appreciates it.

We’re so lucky to have Nick on the Novii team. To celebrate, we’re sharing a few favorite memories from our team retreat.

Happy birthday, Nick! Here’s to more great moments together. 🎉

October is when the best year-end tax planning actually starts.The businesses that finish the year in the strongest tax ...
10/07/2026

October is when the best year-end tax planning actually starts.

The businesses that finish the year in the strongest tax position almost always start planning in Q4, not December.

October numbers give a clear picture of where the year is landing and how much runway is left to act on it. When the books are current heading into this month, the conversations around deductions, income timing, and year-end moves can happen with enough time to make them meaningful rather than last-minute.

Follow for year-end readiness content to help you finish 2026 strong.

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821 E Washington Avenue, Suite 200
Madison, WI
53703

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+16084818160

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