Avni Desai
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Languages
English, Gujarati, Hindi
Location
Ontario, Canada
Regions
Global
Time Zone
Eastern Time (ET)
Credentials
Expertise
Business Strategy, Finance, Human Resources

I have over 10 year’s of experience as a Chartered Accountant, and have been practicing since 2008. I am a Big Four Accounting firm alumna. I completed my CICA in-depth tax course in 2010. Over the years, I have developed simple, effective approaches for my clients to address their corporate and personal tax compliance needs. 

My mission is to provide my clients with a complete array of professional services tailored to their specific needs. I aim to build strong relationships with my clients. I work with my clients to identify and assist with their needs and offer proactive, efficient and effective solutions at a reasonable cost.

Over the years, my clients continue to be loyal to my services. I am only one click away.

Offering services in:

  • Compilation of Financial Statements (Notice to Reader)
  • Review engagements
  • Small Business Corporate & Personal Tax Planning, Preparation & Compliance Services
  • Accounting, Bookkeeping & Payroll services
  • Business planning and financial projections
  • Preparation and analysis of financial information
  • Start-up counseling

I address accounting, income tax and personal tax needs. I also offer bookkeeping and much needed hand-holding when necessary. I address matters when my clients call with their issues and take this responsibility personally.

I have experience working with owner-managed businesses including cross-border matters with the United States. I will do my best to assist and can reach out to a network of specialists when needed for complex tax or business matters. I help my clients with issues related to bank requests, CRA, or regulatory filings.

Education & Professional Development

  • CPA, CA (Canada)
  • CICA In-depth tax (Canada)
  • CPA (Delaware)
  • B.com, LLB (India)

Notable Career History

  • President, Desai CPA, Professional Corporation

“I have worked with many financial professionals over my career, Avni Desai is one of the most thoughtful and detail oriented accountants I have ever worked with.  Avni always has her clients’ best interests as her number one priority.  She does what she says she will do and ensures that all deadlines are met.” – Chris Moore, CEO & Founder, The Leadership Academy

“Avni is an extremely knowledgeable, detail-oriented, and experienced professional. We recommend her at every opportunity, and she continues to provide our company with exceptional service and guidance.” – Tristan Dressler, Director & Co-Owner, Worksite Safety

“Avni is experienced, professional, organized, and responsive. She’s also friendly and a pleasure to work with. I am honoured to have her handle my personal and business accounting, and strongly recommend her firm.” – Alexandra Kapelos-Peters, President, AKP Solutions Inc.

  • Business Strategy
  • Startups
  • Business analysis
  • Finance
  • Payroll
  • Payroll software
  • Deductions
  • Taxes
  • Tax preparation
  • Tax planning
  • Bookkeeping
  • Bookkeeping
  • Accounting
  • Accounting software
  • Regulations & standards
  • GAAP
  • Financial technology
  • Quickbooks
  • Xero
  • Cash flow
  • Financial Planning & Analysis
  • Break-even strategy
  • Business modelling
  • Revenue forecast
  • Demand forecasting
  • Human Resources
  • Compliance and employee standards

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