Your Trusted Partner in Financial

Prosperity

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

Work With Shalini

Seen In

Signature Digital Programs

Money Moves

This program teaches practical personal and business finance skills you can use right away, from mastering cash flow, budgeting and debt strategies to building savings, learning investing basics, and strengthening your money mindset.

Learn More

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!

Learn More

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! 

Learn More
Check out all programs

Why Work with Shalini Dharna?

As a dual-licensed CPA, CFO & Financial Advisor, I deliver holistic strategies tailored to Canadian businesses & Entrepreneurs, from freelancers and self-employed to marketing agencies and startups. Unlike niche accountants or single-focus advisors, I integrate tax planning, cash-flow management, investment guidance, and insurance advice so every aspect of your finances works in harmony.

Work with Shalini

Key Benefits

Clarity & Confidence

Simplify complex numbers into a clear goals

Tax Savings

Uncover hidden write-offs with proven Canadian deductions

Cash-Flow Growth

Plug leaks and forecast your runway with precision

Mindset Mastery

Build the habits and beliefs that sustain long-term prosperity

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!

Learn More

Featured

As Seen In

Learn More

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 

Press

CFO mini program in ontario

Press

Shalini Dharna was live on CHCH: How can you build a ‘wealthy woman’ mindset

tax and wealth for small business in ontario

Podcast

Episode 7: Finding the Accounting Job For You with Shalini Dharna

fractional cfo in ontario

Press

Love Your Money: From Limiting Beliefs to Limitless Wealth