Your Trusted Partner in Financial

Prosperity

This is where you improve your relationship with money and cultivate a healthier money mindset

Work with Shalini

I don’t just coach; I cultivate prosperity in every strategy we design. 

I understand. Cash flow worries, inconsistent revenue, and unclear goals can leave any business owner frustrated. But fear not! I am here to help you unleash your full potential with innovative solutions. I’ll guide you through financial challenges, set realistic goals, and build sustainable revenue streams. Let’s navigate this journey together!

Work with Shalini
CFO mini program in ontario

CFO Mini Program

Get comprehensive financial insights and strategic guidance with our CFO Mini Program. Enhance your business’s financial health with expert advice tailored to your needs.

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tax and wealth for small business in ontario

Tax & Wealth Program

Optimize your tax strategy and build wealth with our expert guidance. Achieve financial security and long-term growth with tailored solutions.

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fractional cfo in ontario

CFO 1O1

Unlock your business’s financial potential with CFO 101. Get expert insights and personalized strategies for sustainable growth and profitability.

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CPA, CFO & finance educator  

Hey there!

       I’m Shalini

(Pronounced Shall-In-Knee, but I respond to all variations!)

From starting with nothing in my family’s business to becoming a prosperity coach as 1Shalini, I’ve navigated the challenges of entrepreneurship. With a focus on mastering businesses, achieving financial independence, and embracing abundance, I’ve assisted countless individuals. Let’s work together to shift mindsets, implement effective financial strategies, and foster personal growth. I’m not just about wealth; I’m here to help you design a life filled with purpose, joy, and success. Prosperity is your birthright, and I’m here to guide you in claiming it!

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Testimonials

“Shalini and her team did a great job with my taxes form. It was my first-time doing taxes in Canada, and they helped me with every doubt and step along the process.”

Luis Hernandez

“I just wanted to let you know how much I value being in Biz Buddy! The modules are easy and straightforward to follow, and the prompts have been so useful. The monthly calls are also very valuable in discussing the financial health of our business. Before the program, I was always worried about the financial health of my business. I wasn't aware of exactly what I needed to do every month to make sure I was on track. This program has helped me become more at ease with how my business finances are doing. I have more clarity and willingness to take action to ensure positive financial health for my business. Our discussion during the calls was super helpful in generating the action steps needed for the month. The worksheets are also very easy to complete, and the prompts have helped me expand my mind in ways that I didn't used to have before coming into the program. Thank you so much for creating this program. I recommend the program to all business owners who want to take charge and thrive financially in their business.”

Fritz Macasa

“I’ve been fortunate to work with Shalini and Dharna CPA since 2019 – it was a time of tremendous change and growth in my small business that has continued throughout the COVID pandemic. Through it all, Shalini has consistently offered sound advice, helping me navigate my financial journey from sole proprietor to newly incorporated, while raising a family. Her insights have been helpful on everything from HST filing to personal taxes. Her expertise is delivered with professionalism, candor and encouragement. She makes taxes and financial planning less daunting! With help from her patient and much-appreciated bookkeepers, Shalini has helped create more order in a critical aspect of my business. With her continued support, I look forward to a strong financial future for my business, How She Hustles. I would recommend Dharna CPA, especially for emerging women entrepreneurs looking to understand and level up their finances with a trusted accountant who gets the hustle!”

Emily Mills, Founder, How She Hustles 

Do you often find yourself wondering this?

I’m feeling totally swamped, and honestly, I have no clue where to even begin.

Am I making money with my business? And hey, when can I finally start treating myself to a paycheck?

I’m kinda unsure if I’ve got my money game in check.

Is my business really doing well, even with a finance team on board?

FREE Open Office Hours with Shalini

Welcome to Your Financial Freedom Journey with Shalini! 

Ever feel like your financial statements are speaking another language? Hit a roadblock in your financial roadmap? Or worried about financial downturns impacting your business? Ever felt your accountant doesn’t quite get your business vision? 

1Shalini has got your back! 

I’m Shalini, your go-to financial ally, and I’m thrilled to offer you a unique opportunity to kickstart your journey to financial freedom. Imagine having a CPA and a CFO in your corner, helping you make those basic financial decisions. Well, guess what? You’re in luck! 

For a limited time, I’m opening my calendar to offer you FREE, one-on-one sessions where we can touch upon your financial goals or answer your basic financial queries. Whether you’re a seasoned entrepreneur, a startup enthusiast, or just someone looking to level up their financial game – I’m here for you! 

Claim your FREE CFO Hours!

Digital Programs

Entrepreneur Toolkit 

A specially designed program for new entrepreneurs and small business owners (even online businesses!) who need help in understanding Canadian compliances & scaling their businesses! 

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Bizbuddy

A one-of-a-kind DIY CFO Program with monthly support program that will help you build an incredibly rock-solid financial base for your business so you can finally live the life of ease & abundance you became an entrepreneur for!

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Taxprep Masterclass

The Tax Prep Masterclass teaches you everything you need to know about tax preparation, from understanding tax laws and regulations to preparing documents for your accountant, and tax planning considerations!

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