Harpreet Puri, CPA
Harpreet Puri is a Chartered Professional Accountant and Managing Director of SHARP & Associates, where he leads corporate tax planning, business advisory, and Virtual CFO engagements for owner-managed businesses across Oakville and the GTA.
Harpreet works with business owners who want more than year-end filing. His focus is helping clients understand their numbers, plan ahead for tax, structure compensation properly, and make decisions with better financial visibility.
Before co-founding SHARP, Harpreet held senior finance and consulting roles at Accenture and Fidelity Investments Canada. That enterprise background shapes how the firm supports small and mid-sized business owners today.
His background includes enterprise finance, consulting, performance reporting, and decision support. That experience shapes the way he works with SHARP clients: practical advice, clear reporting, and a focus on what the numbers mean for the business owner.
Areas of focus
Corporate tax planning · Business advisory and Virtual CFO support · Management reporting and KPI dashboards · Owner-managed business accounting · Compensation and tax planning
CPA, Chartered Professional Accountant (CPA Ontario) · BCom, University of Toronto - Accounting Specialist and Economics Major
How Harpreet works with clients
Harpreet's clients are often owner-managers at an inflection point - profitable enough that tax has become a real cost, busy enough that the financial side has outgrown a once-a-year filing. He helps them step back and look at the structure: how money moves between the corporation and the household, where tax is being paid unnecessarily, and what the numbers say about where the business is actually headed. The goal is always the same - fewer surprises, better decisions, and a clear plan.
Beyond the return
Harpreet's Virtual CFO and advisory work brings management-grade reporting to businesses that have never had it: dashboards that track the handful of metrics that actually move the company, cash-flow visibility that looks forward rather than back, and a sounding board for the decisions that do not fit neatly on a tax return. He is equally comfortable in the detail of a corporate filing and in the bigger conversation about growth.
Harpreet's Practice Areas
Schedule a Call
Call (905) 491-7043 or email info@sharppc.ca to schedule a call. We will review your current situation, explain our approach, and confirm the right next step before any work begins.
Let's Connect
The first call is free and there is no obligation - we will review your situation, explain our approach, and confirm the right next step before any work begins.
