Avni Desai, CPA, CA, CPA (Del)

Owner | Tax & SME Advisory Lead

I have earned my experience as a practicing Chartered Professional Accountant since 2008. I am a Big Four Accounting firm alumni. I completed my CICA in-depth tax course in 2010. Over the years, I have developed simpler approaches for my client’s in addressing their corporate and personal tax compliance needs.

I have over 15 years of experience as a Chartered Professional Accountant at my present location in Mississauga.

My clientele is a mix of entrepreneurial owners, professionals, doctors, salaried individuals and family owned businesses. My clients include franchise owners, Medical and dental clinics, Professionals (individual physicians, dentists, lawyers, chiropractors, physiotherapists, etc.), Real estate, Construction, Restaurants, IT, Web-based, Retail and not-for-profit organizations.

I help individuals and business owners manage their accounting, income tax and personal tax needs.

I offer services in:

• Tax Planning & Compliance | Incorporation

• Financial Planning for Small & Medium-Sized Businesses

I provide compilation engagements in accordance with CSRS 4200, assisting clients in the preparation and presentation of financial statements based on information provided by management. I also provide bookkeeping and much needed hand holding when necessary. I have addressed the matters when my clients call with their issues and taken this responsibility personally.

I have experience working with owner-managed businesses including cross-border matters with 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 related.

Over the years my clients continue to be loyal to my services. I am a telephone call away.

Rakesh Desai, CPA, CA ,

CPA (IL), CA (India)

Owner | Assurance & Advisory Lead

I’m a Chartered Professional Accountant (CPA, CA) with over 20 years of experience helping businesses make smart financial decisions — from startups finding their footing to growing companies ready to scale.

After years at Big 4 firms working with public and private companies, I now focus on what I enjoy most: supporting entrepreneurs, business owners, and small-to-mid sized finance teams with the financial clarity they need to move forward with confidence.

Whether you're navigating your first year-end, preparing financials for investors or lenders, or simply want better visibility into your numbers — I provide hands-on support and practical guidance to help you move forward with confidence.

I have extensive experience in preparing and reviewing financial statements under Canadian GAAP (ASPE) or IFRS, and United States GAAP, particularly in the context of buy-side and sell-side transactions, ensuring compliance and clarity for all stakeholders involved.

Over the years, I’ve worked across a range of industries — from manufacturing to technology and services industry. I have worked with businesses to complete cross-border transactions including United States.

I also assist small-medium sized practitioners navigate technical accounting questions, assurance standards, and quality management systems.

I offer services in:

• Assurance & Reporting: Review and compilation engagements, agreed-upon procedures, year-end financials. Collaborate with fellow CPA firms to strengthen their technical capacity and quality systems (EQR services).

• Business Advisory: Financial projections, business planning, internal controls, and CFO advisory tailored to your stage of growth.

I help my clients assess assurance requirements depending on what banks, lenders, or funding partners need — navigating those discussions without overcomplicating the process.

If you’ re looking for a practical, experienced advisor who speaks your language — I’d love to work with you.