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Priti Lad

Advisor

In Brief

Priti is passionate about helping clients streamline their business operations and increase efficiency by leveraging knowledge, experience and the latest technology. She is focused on supporting growing businesses through strategic solutions that are specific to individual client needs.

Areas of Expertise

  • Virtual CFO
  • Virtual Controllership
  • Business Coaching
  • Financial Management
  • Streamlining back-office functions
  • Project management software implementation

About Priti

Priti is a Certified General Accountant (CGA) and a Chartered Professional Accountant (CPA). She also continues to expand on her knowledge through various courses and certificates, to offer the best possible service to her clients.

With over 20 years of experience working in a variety of finance positions for the government and a range of small and medium sized businesses in various industries, Priti has developed solid leadership, communication, and interpersonal skills. Over the past 10 years, she has successfully built an accounting and financial management practice, in which she has built rapport with all levels of staff and management.

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