Business Advisory & CFO Services in Canada
Strategic business advisory and CFO services to support growth, improve profitability, and strengthen financial decision-making.
Business Incorporation Services in Toronto
Successful businesses require more than accounting—they need strategic financial leadership from day one.
We provide business incorporation services in Toronto and help startups, growing companies, and family enterprises make informed business decisions.
Our advisory services align business incorporation, financial strategy, and tax planning with long-term business objectives.
Business Advisory & CFO Services
Startup Planning Services
We support startups with business planning, financial modeling, and strategic guidance. Our services help founders validate ideas, structure operations, assess funding needs, and build a strong financial foundation for sustainable growth.
Business Incorporation
We provide incorporation services tailored to your business goals. From choosing the right structure to tax planning considerations, we help entrepreneurs set up corporations efficiently and compliantly from day one.
Business Transactions Advisory
We assist with the purchase and sale of businesses, including financial due diligence, valuation support, tax structuring, and deal planning. Our guidance helps protect value and minimize tax exposure during transactions.
Financial Projections
We prepare financial projections and business case write-ups for loans, investors, and funding applications. Our models are clear, realistic, and aligned with lender and stakeholder expectations.
CFO Advisory Services
Our family office and CFO services provide ongoing financial leadership without the cost of a full-time CFO. We support cash flow management, budgeting, reporting, and strategic planning for growing and complex organizations.
Cashflow-Working Capital & Investment Advisory
Our Canada–U.S. cross‑border tax services are ideal for complex international tax situations involving non-resident individuals and businesses. We align compliance, planning, and reporting with your personal or business objectives, ensuring full CRA and IRS compliance while minimizing tax exposure across both countries.
Strategic Financial Leadership for Growth
Why Mitesh Patel Professional Corporation for Business Advisory & CFO Services
Testimonials
CRA Audit Support You Can Trust — Prompt & Professional
Dealing with a CRA audit was overwhelming, but Mitesh Patel, CPA gave us complete confidence. They managed all CRA audit correspondence, explained every step clearly, and ensured our income tax reporting was perfect. Their prompt and professional approach in audit representation made the process smooth and stress-free. Highly recommend Mitesh Patel for any CRA audit support services.
"The estate freeze strategy implemented by Mitesh Patel, CPA exceeded our expectations. He helped us in divesting our business and helped us with tax efficient planning of the proceeds of disposition which permitted us to retire peacefully. They explained complex tax concepts in simple terms and ensured our family wealth was preserved for future generations. His professionalism and attention to detail made a challenging process stress-free. I strongly recommend Mitesh Patel CPA for your divestiture of business, Estate freeze and Succession planning.”
"When it came time to divest part of our business, Mitesh Patel CPA provided exceptional planning and execution. Their expertise in tax optimization and transaction structuring helped us maximize value while minimizing tax exposure. We couldn’t have asked for a more dedicated and knowledgeable team. Mitesh Patel is a trusted advisor who offers personal guidance and care. His professional, knowledgeable, and trustworthy approach was well received by all parties involved. I highly recommend Mitesh Patel CPA for your business, tax, and personal financial needs."
Facing a CRA personal tax audit was intimidating, but Mitesh Patel, CPA gave me complete confidence. They acted as my tax representative, managed every detail with CRA professionally, and ensured a fair outcome on my Notice of Assessment review. I felt supported from start to finish—their tax dispute resolution and audit defense services in Canada are exceptional.
We engaged Mitesh Patel CPA to design a holding company structure that optimized our tax position, and the results were exceptional. His expertise in corporate tax planning, intercompany transactions, and trust and estate structuring helped us reduce tax liabilities and protect assets for the long term. Mitesh explained complex strategies in simple terms and ensure full compliance with Canadian tax laws. If you’re looking for tax-efficient corporate structuring in Canada, we highly recommend his services.
As a business owner, I need a team I can trust with the numbers—and Mitesh Patel, CPA and his team delivered beyond expectations. They took care of our accounting and tax filings so we could focus on growing the business. Their advice helped us save money and plan smarter for the future. Professional, reliable, and always available when we needed them. Strongly recommend his services for business accounting, tax planning and compliance.
Client Success Stories
Hire a Business Advisory & CFO Partner
What We Do in This Service
- Develop startup business plans and financial strategies
- Support incorporation and entity structuring
- Advise on buying or selling a business
- Prepare financial projections and business cases
- Provide ongoing CFO and family office support
- Improve cash flow, reporting, and financial controls
Why Choose Our Business Advisory & CFO Services
Top 3 Reasons to Hire Our Business Advisory & CFO Services
Strategic Business Insight
Flexible CFO Support
Growth-Focused Planning
Meet The Team
Mitesh Patel
Principal
Sachiv Mehta
Consultant
Mansi Parmar
Staff accountant
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