Novack CPA provides tax planning, compliance, fractional CFO services, and transaction support to professional corporations, healthcare practitioners, and small to mid-sized businesses across Canada. We work with clients who need more than basic compliance. Senior CPAs on every file.
Jordan founded Novack CPA after a career that crossed audit, banking, executive operating roles, and investment work. The audit foundation built the technical discipline. The banking years at CIBC shaped how he thinks about lending and covenants.
Most accountants have only seen audit and tax. Jordan has held executive CFO roles at an operating company and at private equity funds. He has advised on roll-ups of professional services firms. He built out a medical and PPE distribution business. He is an active venture investor. He also co-owns a Toronto-based dental manufacturing business.
That experience is the differentiator. When clients ask about salary versus dividend, capital structure, an acquisition, a roll-up, or a banking relationship, they are talking to someone who has been on their side of the table. The firm’s technical depth is built on real reps, not theory.
Professional Corporations. Physicians, dentists, consultants, and other professionals optimizing compensation structures, managing passive income, and planning for transitions.
Healthcare Practitioners. Doctors, dentists, naturopathic doctors, physiotherapists, pharmacists, optometrists, chiropractors, psychologists, and allied health professionals managing practice finances and corporate structures.
Small to Mid-Sized Businesses. Technology companies, professional services firms, medical device businesses, luxury goods dealers, and family-operated enterprises requiring fractional CFO support and strategic tax planning.
Technical depth in complex structures. We handle multi-entity organizations, corporate reorganizations, and cross-border considerations. Experience with fund structures, family wealth consolidation, and PE-adjacent transactions.
Fractional CFO capability. Cash flow management, KPI tracking, financial forecasting, banking relationships, and transaction readiness. CFO-level insight without full-time cost.
Strategic tax planning. Salary vs dividend optimization, passive income grind management, corporate attribution rules, reorganization planning, and CRA correspondence.
Transaction support. Buy-side due diligence, sell-side preparation, quality of earnings analysis, and deal structuring for M&A and business transitions.
Professional Corporations. Physicians, dentists, consultants, and other professionals optimizing compensation structures, managing passive income, and planning for transitions.
Healthcare Practitioners. Doctors, dentists, naturopathic doctors, physiotherapists, pharmacists, optometrists, chiropractors, psychologists, and allied health professionals managing practice finances and corporate structures.
Small to Mid-Sized Businesses. Technology companies, professional services firms, medical device businesses, luxury goods dealers, and family-operated enterprises requiring fractional CFO support and strategic tax planning.
Technical depth in complex structures. We handle multi-entity organizations, corporate reorganizations, and cross-border considerations. Experience with fund structures, family wealth consolidation, and PE-adjacent transactions.
Fractional CFO capability. Cash flow management, KPI tracking, financial forecasting, banking relationships, and transaction readiness. CFO-level insight without full-time cost.
Strategic tax planning. Salary vs dividend optimization, passive income grind management, corporate attribution rules, reorganization planning, and CRA correspondence.
Transaction support. Buy-side due diligence, sell-side preparation, quality of earnings analysis, and deal structuring for M&A and business transitions.
Transparent pricing. Fixed-fee packages for compliance work. Hourly billing for advisory and project work. You know the structure upfront.
Technology-enabled. Cloud-based systems for real-time financial visibility and efficient collaboration.
Responsive communication. Email responses within 24 business hours. Same-day attention for urgent matters.
Year-round advisory. We don’t disappear after tax season. Ongoing support for strategic decisions and CRA issues.
Client outcomes over process. We focus on what matters—tax savings, financial clarity, and strategic positioning—not bureaucratic compliance theater.
Direct communication. No jargon, no over-explaining basics, no fluff. We assume you’re competent and communicate accordingly.
Technical rigor. We cite regulations, reference CRA positions, and provide fact-based analysis. No hand-waving.
Proactive advisory. We identify planning opportunities before they become missed opportunities. Tax planning happens in real-time, not retrospectively.
Transparent pricing. Fixed-fee packages for compliance work. Hourly billing for advisory and project work. You know the structure upfront.
Technology-enabled. Cloud-based systems for real-time financial visibility and efficient collaboration.
Responsive communication. Email responses within 24 business hours. Same-day attention for urgent matters.
Year-round advisory. We don’t disappear after tax season. Ongoing support for strategic decisions and CRA issues.
Client outcomes over process. We focus on what matters—tax savings, financial clarity, and strategic positioning—not bureaucratic compliance theater.
Direct communication. No jargon, no over-explaining basics, no fluff. We assume you’re competent and communicate accordingly.
Technical rigor. We cite regulations, reference CRA positions, and provide fact-based analysis. No hand-waving.
Proactive advisory. We identify planning opportunities before they become missed opportunities. Tax planning happens in real-time, not retrospectively.
A meaningful share of our work comes from lawyers, wealth advisors, bankers, and insurance brokers with clients who need tax or accounting work handled properly. How the relationship typically works:
If you have a client to introduce or want to grab a coffee to discuss how we might work together, get in touch.
If you are weighing a structure change, preparing for a transaction, or looking for a more technical accounting team, book a 15-minute call. We will tell you on the call whether we are the right firm. If we are not, we will point you to someone who is.
