Accounting and advisory for owner-managed businesses.

Strategic tax planning, fractional CFO support, and clean compliance for companies between $500K and $25M in revenue.

Who we work with

Owner-managed businesses across Canada. Sectors include:

Technology and SaaS companies
Professional services firms (agencies, consulting, design)
Manufacturing and distribution, including medical and dental device businesses
Specialty retail and luxury goods dealers
Family-operated enterprises and second-generation businesses
Real estate investors and smaller property portfolios

What we do

Tax planning. Owner compensation, dividend planning, family trusts where they fit, capital gains planning, surplus distribution.

Fractional CFO and controllership. Monthly close, cash flow forecasting, KPIs, banking and debt, board reporting. See the Fractional CFO page for detail.

Compliance. T2, HST, slips, payroll source deductions, WSIB, compilation statements.

Transaction support. Acquisitions, dispositions, partner buy-ins, partner exits. Due diligence, quality of earnings, structuring. Buyer side or seller side.

Reorganizations. Section 85 rollovers, estate freezes, holdco insertions, family wealth restructuring.

CRA representation. Audit defence, Notices of Objection, Taxpayer Relief Requests, Voluntary Disclosures.

How engagements usually work

Most small business clients start with annual compliance. From there, the relationship grows when it should. Some stay at compliance. Others move into monthly bookkeeping, fractional CFO, or advisory as the business gets more complicated. Nothing is bundled or pushed.

      EXCELLENT  
   Based on 16 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Tomer Chencinski 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan has assisted me through many tax questions for my business. Highly knowledgeable and extremely helpful with every question I had. I'll continue to reach out to Jordan going forward.
  
 
      Posted on Google  
   
   Daniel McBride 
 
 
 
 Trustindex verifies that the original source of the review is Google. For the first time in 10 years I had to find a new firm, I strongly recommend engaging Novack CPA for all your needs.  Novack CPA is professional, responsive, knowledgable, and has great customer service.  Personal Taxes made easy by Tobias and Jordan!
  
 
      Posted on Google  
   
   Zack Remez 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan was incredibly helpful and patient with my taxes this year, answered all my questions and made sure I didn’t miss any opportunities. Highly recommend!
  
 
      Posted on Google  
   
   Y O 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan is a professional, reliable, and deeply committed accountant. He is approachable and highly thorough, ensuring every detail is handled with care. Working with him is smooth and genuinely positive.
  
 
      Posted on Google  
   
   Sara Behring 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a great experience connecting with Jordan while exploring support for my business. Jordan is knowledgeable, thorough, and generous in sharing helpful resources. He took the time to answer all of my questions clearly and thoughtfully, which made a big difference as I prepare for my first tax season as a business owner.
  
 
      Posted on Google  
   
   David Goldberg 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jordan Novack really knows his stuff. He’s very knowledgable, professional, and extremely ethical. I highly recommend him.
  
 
      Posted on Google  
   
   Eyal Geiger 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great service and advice. Jordan is highly recommended for accounting services.
  
 
      Posted on Google  
   
   Alyssa Samosh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always willing to answer questions and provide helpful guidance. Professional and efficient, with an impressively fast response time.
  
 
      Posted on Google  
   
   Brian Kashin 
 
 
 
 Trustindex verifies that the original source of the review is Google. I would highly recommend Jordan. He is honest, reliable and of high moral standing.
  
 
      Posted on Google  
   
   Jordan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great accountant. Always responsible and available when needed.