Our Founder
Priti Lad, CPA – Certified Business Coach | Fractional CFO | Former CRA Auditor
With over 25 years of experience, Priti Lad is a trusted Business Management and Finance Coach, Professional Accountant (CPA), and Certified Business Coach dedicated to guiding businesses from survival to sustainable, scalable success. She brings a unique combination of technical expertise and strategic insight, having worked across a wide range of industries including professional services, construction and trades, SaaS, commercial and industrial enterprises, and venture capital.
Priti’s distinguished background includes her role as a Tax Auditor with the Canada Revenue Agency (CRA), which provides her clients with invaluable guidance in ensuring full compliance with Canadian tax laws and government regulations. She has worked with venture capital firms managing funds exceeding $100 million, as well as high-performing interior design and architectural practices, helping them optimize operations, financial systems, and strategic growth.
As a lifelong learner and passionate advisor, Priti is committed to staying at the forefront of business and financial best practices. She continuously invests in developing her Power Team to deliver relevant, high-impact support to her clients. Outside of work, she is an avid reader with a vast collection of business and investment literature, and she enjoys cooking, gardening, and hiking in her free time.