SAURIN PATEL, CPA, CMA, CPA (Illinois)

Principal at Saurin Patel CPA
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Contact Information
Location
Burlington, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
  • Hindi Full professional proficiency
  • Gujarati Native or bilingual proficiency

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5.0

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Ivar Eggja

Saurin has acted as my accountant since I left my CEO job at a larger corporation to run my own business. He is highly skilled in his job, not just as an accountant but also as an adviser and as a great sparring partner for any financial planning or discussion. I highly recommend Saurin Patel for any small to medium size business operator in the Burlington area. He is doing a great job, and he is always available. Just what you need.

Steve Martin

Saurin was a Pond Board member for about 24 months, and he always provided thoughtful consideration and insight on all the activities that were driving the Company. Saurin has excellent grasp of financial, accounting, and business matters, and was able to help determine the optimal way forward for Pond in his role as a Director. On a personal level, I always found Saurin to be very helpful in working through complex business scenarios, and have maintained an excellent business relationship and continue to have fruitful discussions with him since he retired from our Board. His calm demeanour, and willingness to jump in to solve any problem is appreciated, and I can wholeheartedly recommend Saurin for any role he would be interesting in pursuing.

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Credentials

  • Registered Yoga Teacher
    Chrysalis Yoga
    Mar, 2018
    - Sep, 2024
  • CGMA - Chartered Global Management Accountant
    American Institute of CPA's
  • CMA - Certified Management Accountant
    CMA Ontario
  • CPA - Certified Public Accountant
    University of Illinois at Urbana-Champaign
  • Certified QuickBooks ProAdvisor
    Intuit

Experience

    • Canada
    • Accounting
    • 1 - 100 Employee
    • Principal
      • Jul 2012 - Present

      The prime focus of my firm is on the community around it. The firm is geared towards addressing the needs of the Small & Medium Enterprises that operate in the Burlington Area.The cornerstone of my work ethic is "simplicity". I want to simplify the lives of my clients. Having such a specialized focus drives me to develop solutions to problems that are specific to the community businesses I serve. The prime focus of my firm is on the community around it. The firm is geared towards addressing the needs of the Small & Medium Enterprises that operate in the Burlington Area.The cornerstone of my work ethic is "simplicity". I want to simplify the lives of my clients. Having such a specialized focus drives me to develop solutions to problems that are specific to the community businesses I serve.

    • Canada
    • Renewables & Environment
    • 1 - 100 Employee
    • Board Member
      • Jul 2016 - Jan 2018

    • Advisor To The Board
      • Jun 2015 - Jun 2016

    • Canada
    • Truck Transportation
    • 100 - 200 Employee
    • Director of Finance
      • Apr 2010 - Jun 2012

    • Independent Management Consultant (Contract work)
      • Jun 2009 - Apr 2010

      Multivans Inc. Privately Held; 51-200 employees; Transportation/Trucking/Railroad industry January 2010 – April 2010 (4 months) ORBIXA Management Services Inc. September 2009 – October 2009 (2 months)Permul Ltd. Privately Held; 11-50 employees; Wholesale industry June 2009 – August 2009 (3 months) Multivans Inc. Privately Held; 51-200 employees; Transportation/Trucking/Railroad industry January 2010 – April 2010 (4 months) ORBIXA Management Services Inc. September 2009 – October 2009 (2 months)Permul Ltd. Privately Held; 11-50 employees; Wholesale industry June 2009 – August 2009 (3 months)

    • Vice President, Finance
      • Sep 2006 - Feb 2009

      Wholly owned subsidiary of the Marubeni America Corporation.

    • Controller
      • Mar 2002 - Aug 2006

    • Financial Analyst
      • Feb 2000 - Feb 2002

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Accountant
      • Mar 1998 - Feb 1999

    • Accountant
      • Jan 1997 - Jan 1998

Education

  • Gujarat University
    M.Com, Cost Accounting
    1994 - 1996
  • Gujarat University
    B.Com, Advanced Accounting
    1991 - 1994

Community

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