Dharna CPA provides exclusive business solutions to formulate, implement, and manage your financial business needs to grow your business.

Dharna CPA services – Business Solutions for Business Growth.

In today’s world running a business is more than just offering a product or service. Our vision is to ensure that you meet your business and financial goals, and continue the passion for your business, long after your idea is born.

Dharna CPA has the expertise to help you formulate and implement strategies to grow your business successfully. We are experts with a solid background in income tax, business development and growth, succession and estate planning and other financial matters that impact your business

We truly care about the financial situation of each of our clients and strive to form lasting relationships with them through providing beneficial financial information, access to a wealth of resources and a proactive stance in serving each client’s financial planning needs.

 “Being a business owner and juggling so many hats on a daily basis, it’s stressful enough, so to have a support system in place with Dharna CPA group of professionals who you can count on, and know they are looking after your best interests. At the end of the day, they want you to be successful, because you both win. “Elizabeth Roque – Rok-Cork Canada Inc.

Dharna CPA Business Solutions Can Help You:

Outsource Your CFO

The hardest part of being a business owner is the expectation that you know it all and have all the answers. Dharna CPA can help. Our outsourced CFO packages give you our expertise and analysis on a monthly/quarterly basis. We are an extension of you in your business and help you make decisions on everything from pricing structure, analyzing strategic opportunities, budgeting, forecasting, and more!

Create A Business Plan

Your business plan is your road map to success. Elements of a good business plan should include:

  • Vision
  • Analysis of Strengths, Weaknesses, Opportunities and Threats (SWOT)
  • Operations Plan
  • Marketing Plan
  • Capital or Technology Plan
  • Financial Plan
  • Growth Plan
  • Financing Plan

Factors of a good business plan include:

  • Financing
  • Location of Business
  • Hiring Employees
  • Implementing the Plan
  • Record-Keeping
  • Running an Efficient Business

Set Up Your Business

Dharna CPA can help you set up your new business in the most effectively planned and profitable way. It is our philosophy that for any good idea to succeed, it must be properly planned and implemented. We understand the requirements of most entrepreneurs and fulfill them as quickly as possible in order to make their business dream not only a reality but, a profitable reality.

Our firm provides you reliable information for your new business set up. We focus on long term relationships, not only transactions. We commit our resources and knowledge to help your company become stable and profitable. Along the way, we can provide all necessary services, like software installation, financial consultation for registering with tax authorities and obtain financing to maximize profitability.

Dharna CPA can help your new or existing business with everything from setting up your accounting software, organizing bank financing and selecting a year-end for the business.

We offer CPA advice on an appropriate choice of software for your accounting system and implement installation, or work with your existing system. We enter your financial transaction billing, accounts receivable, accounts payable, payroll and other information as required. Our team can assist you in setting up your chart of accounts and format your financial statements that are specific to your particular entity and industry.

Make Financial Arrangements

Using our network, we can help you find financing for your business and ensure it is structured in such a way that benefits you the most.

1-on-1 Consulting

Sometimes all you need is someone to talk you through your problems and guide you to the path for business success. Our 1-on-1 consulting will go through everything that is business related; from the dos and don’ts of running a business to help you make important business decisions. We will act as your accountability partner to ensure your decisions are truly in the best interest of your business. This is especially important before you start a business!

Business workshops

Our business bootcamp is ideal for new entrepreneurs. This workshop will go over all business requirements and obligations you have as an entrepreneur. Key topics include business registration, financial planning and bookkeeping dos and don’ts.

Succession Planning

As a business owner, you’ll want to ensure that your business continues to succeed when you retire or become seriously disabled, or die. A succession plan is a formal process that determines how a business will be transferred to others, outlining the steps necessary to prepare for that transition. The best time to plan is when you don’t need to plan.  It is very important to do early Business Succession Planning even if you don’t plan to retire for many years. An unforeseen event could suddenly make it impossible for you to continue operating your business.

A succession plan consists of a series of steps that are carried out in sequence and this takes planning. You will need to set your financial goals, legal requirements and a firm date for your exit from the business which will guide your discussions with your family and successor.

Dharna CPA business solutions can help you work through these steps:

  • Evaluate your present situation
  • Understand your business and family goals
  • Identify and prioritize action plans
  • Select best action plan and set time table
  • Document your decisions
  • Implement and monitor your plan


Estate Planning

Asset management remains the highest quality revenue stream and the highest return on equity revenue stream.

What will happen to your family finances when you die? Have you planned your assets for generations to come? What happens when you are unable to run your business?

Dharna CPA has helped many individuals successfully plan their estate so as to protect your family members, continue the family business, save taxes, avoid conflicts between loved ones and achieve many other objectives.

We take the time to understand you and your needs.  This helps us to plan your succession effectively so that your surviving spouse and family are financially taken care of. Our plan will ensure that your estate pays the minimum income tax due on the transfer of your business and other assets to your family. We take the time to guide you in detail through the complex process of getting your financial affairs in order including preparing an estate plan, which can identify both obstacles and opportunities.

Estate planning services that require our expertise include:

  • Wills and Multiple Wills
  • Power of Attorney
  • Estate Freezes
  • Estate Administration
  • Comprehensive Estate Planning
  • Trusts
  • Charities and Private Foundations

The most common goals in Estate Planning are:

  • To minimize income tax paid both during life and after death.
  • To achieve the greatest possible build-up of assets.
  • To direct how these assets will be distributed to the intended beneficiary(s) in the most effective way possible.


Risk Management

 A key aspect of running any business is managing business risks. A business risk is the threat that an event or action will adversely affect an organization’s ability to achieve its business objectives and execute its strategies successfully. This can be categorized into four main types:

Strategic Risks – Doing the wrong things.

Operating Risks – Doing the right things the wrong way.

Information Risks – Using inaccurate, irrelevant or misleading information.

Financial Risks – Losing financial resources or incurring unacceptable losses.

Risk management is not a process that is simply bolted on to existing practices. Risk management forms an integral part of the management and governance process of your organization. To be effective risk management must be regularly reviewed to reflect the dynamic nature of the risk.

Dharna CPA services can help clients manage two key areas of financial risk: selling on credit and exposure to fraud. A detailed risk management review includes:

  • Identification of threats to your business
  • Prioritizing the risks according to your objectives
  • Recommending strategies to minimize your risk
  • Risk mapping
  • Development of risk register
  • Regular monitoring of risks