Discover the brilliant minds behind our success — a collective of dedicated professionals bringing innovative solutions and unparalleled expertise to every engagement.
From the vibrant streets of South Korea to the dynamic cultures of Argentina and Canada, Natalie Lee has carved a path of excellence that spans continents and industries. Fluent in Korean, English, and conversational Spanish, Natalie’s diverse background shapes her global perspective, making her a true international leader in the accounting world. Her career began in 1998, when she joined Deloitte as an intern after completing her HBA at the University of Western Ontario. What followed was a deep dive into the complexities of enterprise-level assurance services—an experience that allowed her to understand and unravel the intricate operations of large Canadian companies. Armed with a wealth of knowledge from her time in both the public and private sectors as an external auditor, she honed her expertise and vision for the future of accounting.
But it wasn’t until she completed her MBA at McGill University that she realized her true calling—to build something of her own. In 2014, driven by a passion for service and a relentless commitment to excellence, she founded Lee CPA. Her goal was simple: to create a firm that didn’t just meet expectations, but exceeded them. Under her visionary leadership, Lee CPA has blossomed into a force to be reckoned with in the accounting industry.
Now, 10 years later, Lee CPA stands as a thriving beacon of innovation and professionalism, employing a talented roster of CPAs, internal auditors, IT specialists, and contractors. The firm is based in Toronto, Ontario, but serves over 300 organizations across Canada and the U.S. Natalie’s unwavering focus on client satisfaction has driven Lee CPA’s growth, cementing its reputation as a trusted partner in sectors such as daycares, credit unions, schools, and not-for-profit organizations.
Under Natalie’s guidance, Lee CPA continues to evolve and push the boundaries of what’s possible in tax, assurance, and consulting. With a clear vision and an unstoppable drive, Natalie Lee is not just leading a firm—she’s shaping the future of accounting, one client at a time.
Staff Accountant
Yashaswini is a skilled and accomplished tax professional with a robust academic background and broad expertise in both international and domestic taxation. She holds a Certificate in Accounting from York University, Toronto, a Master's in Business Administration (Finance) from PES University, and a Bachelor's in Commerce from Bangalore University, India. Yashaswini began her career at KPMG Global Services Private Limited, where she gained valuable experience as part of the United Kingdom Transfer Pricing (TP) team. Her responsibilities included preparing detailed Transfer Pricing Documentation, ensuring adherence to international tax regulations, and managing complex compliance projects across diverse regions. At Lee Chartered Professional Accounting Professional Corporation, Yashaswini has become a trusted advisor in Canadian tax compliance and advisory services. She specializes in preparing corporate and personal tax returns, navigating CRA audits, and resolving complex tax matters.
Staff Accountant
David is a motivated and detail-oriented Junior Staff Accountant whose passion for numbers and dedication to excellence have marked his journey in the accounting profession. A graduate of the University of Toronto, he earned both a Bachelor of Commerce with a specialization in Accounting and a Master of Accounting and Finance. During his time at university, David actively participated in case competitions and extracurricular activities, further sharpening his analytical and problem-solving abilities. These experiences laid a strong foundation for his professional career, equipping him with a deep understanding of complex financial scenarios. At Lee Chartered Professional Accounting Professional Corporation, David plays a key role in crafting effective tax strategies and optimizing financial performance for clients.
Junior Staff Accountant
Jack is a patient and dedicated Junior Staff Accountant with a strong foundation in finance and accounting. He holds a Bachelor's degree in financial Analysis and Risk Management from the University of Waterloo. During his studies, he participated in the co-op program, gaining hands-on experience across both the public and private sectors. This exposure equipped him with valuable industry insights and practical technical skills. At LEE Chartered Professional Accounting Professional Corporation, Jack plays an important role in analyzing financial statements and supporting clients with complex tax matters.
Business Process Accountant
Mai Nguyen is a highly skilled professional with a Bachelor's degree in Business Administration from Industry University in Ho Chi Minh City, Vietnam, and a certificate in Business Accounting from George Brown College in Toronto. With years of experience, she has built a strong reputation for delivering high-quality services to various organizations. At Lee Chartered Professional Accounting Professional Corporation, Mai is dedicated to ensuring accuracy and efficiency in financial operations. She provides valuable insights and exceptional services in bookkeeping, payroll, and consulting. Her deep expertise in accounting helps clients streamline their financial processes and maintain well-organized, transparent records.
Payroll and Bookkeeping Coordinator
Benedict Suhas Santosh is a dedicated and versatile professional currently serving as the Payroll and Bookkeeping Coordinator at Lee Chartered Professional Accounting Professional Corporation. He holds a Bachelor’s degree in Commerce from St. Joseph’s College of Commerce in Bangalore, India, and certificates in Human Resource Management and Data Analytics in Business Decision Making from George Brown College in Toronto. At Lee CPA, Benedict efficiently manages payroll functions and bookkeeping services for clients, ensuring accuracy, compliance, and timely execution. In addition to his core accounting responsibilities, he plays an active role in human resource policy development and management support within the organization. Benedict also contributes to the firm’s marketing initiatives and client consulting activities, helping to highlight and promote the high-quality services delivered by Lee CPA. His strong analytical skills and multifaceted expertise make him a valuable asset in driving both operational excellence and client satisfaction.
Internal Audit Consultant
Rick Belsby is a distinguished finance professional whose expertise has shaped the credit union sector in Ontario and beyond for over 40 years. A University of Toronto graduate with honors in Finance and Psychology, Rick launched his career at Ward Mallette, specializing in credit union audits and finance. In 1980, Rick took a pioneering role at Hepcoe Credit Union (now Meridian Credit Union), establishing Ontario’s first Internal Audit Department for credit unions. His work set a standard in audit program development and internal controls. Over the years, Rick has held critical positions, including serving on Hepcoe's board and chairing its Audit Committee, where he facilitated transitions to new auditors and implemented key oversight strategies. Rick’s contributions expanded in 1987 when he joined DICO as a consultant, guiding over 30 credit unions to stronger financial health. His groundbreaking efforts included creating structured risk rules, developing key factor guidelines for financial performance analysis, and advising on the New Act for Credit Unions as part of CUCO's Legislation Committee. In 1994, Rick established his own internal audit practice, which grew to serve an extensive client base. A dedicated educator, he has also designed and delivered courses in credit union audit, finance, and asset-liability management. Notably, Rick played an instrumental role in creating one of the first Anti-Money Laundering policies tailored for credit unions. Throughout his career, Rick has seamlessly combined strategic foresight with technical expertise in roles such as External Auditor, Board Member, Regulator, and Strategic Planner. His legacy continues to inspire innovation and progress within the credit union sector.
IT Consultant
Charles MacCorquodale brings a wealth of knowledge and hands-on experience in IT and cybersecurity, honed over two decades in financial IT services and 10 years as a cybersecurity consultant. As a Principal Security Consultant, Charles focuses on helping organizations navigate today's complex digital risks through innovative strategies and robust defenses.
Internal Auditors
Dushyant is Co-founder and Senior Director with Varah Risk Advisory Services, our contractor for GRC services. Dushyant is an accomplished GRC professional with over 20 years at Deloitte US firm's offshore practice, providing ICFR Compliance (SOX) and Internal Audit services to clients across industries. He brings deep expertise in helping companies prepare for, and support ICFR compliance including other related services like deficiency remediation, fraud risk assessment, COSO gap assessment, SOC1 reviews covering Business Process, IT General Controls (ITGC) and Entity Level Controls (ELC). His ICFR experience also includes bringing efficiencies by aligning with the external auditors to maximize reliance. He is also proficient at providing risk-based internal audit services, focusing assurance efforts of clients over high risk areas. This includes building a plan that is based on risk assessment, developing and executing audit programs that address the core risks for the audit area, while using data analytics to gain maximum assurance. Dushyant is adept at bringing leading practices, and delivering high-quality, timely results. He has extensive experience managing large global clients — from planning and stakeholder meetings to execution, QA, reporting, and remediation support. He also held roles in practice development, industry leadership, and as a training lead, shaping strategy and enabling team and organizational excellence by leading initiatives related to hiring, resource management, training and quality initiatives.
Internal Auditors
Avinash is the Co-founder and Director of Varah Risk Advisory Services, our contractors in delivering Governance, Risk, and Compliance (GRC) solutions. With over 11 years of experience in internal auditing and compliance, Avinash has developed a strong track record of leading ICFR (SOX) compliance and internal audit projects for clients across multiple industries including Technology, Life Sciences, Banking and Consumer Goods. He possesses deep expertise in internal control assessments, risk control matrix development, control design and operating effectiveness testing, deficiency remediation, fraud risk assessment, SOC 1 reporting, and segregation of duties analysis. Avinash excels at working closely with statutory auditors and stakeholders to remediate control gaps while aligning controls with external audit reliance strategies. In addition to ICFR, Avinash is skilled in risk-based internal audit services—developing risk-driven audit plans, designing focused audit programs, and leveraging data analytics to maximize audit assurance. He is also proficient in process documentation and flowcharting, having authored numerous narratives and SOPs to support audit compliance and internal control frameworks. Avinash is recognized for his leadership and mentoring abilities, having onboarded and trained staff on SOX compliance frameworks while managing complex audits from planning through execution and reporting. His commitment to quality delivery, team development, and practical oversight continues to drive robust control environments.
Financial Auditor
Dick is a qualified accounting professional with more than five years of expertise in auditing and financial reporting. He holds a bachelor’s degree in accounting and has successfully completed the prestigious Hong Kong Institute of Certified Public Accountants (HKICPA) Qualification Programme. Dick's prior experience includes serving as a Senior Associate at PwC Hong Kong, where he played a pivotal role in auditing large, multinational companies, providing him with deep insight into complex financial structures and international business operations.
Financial Auditor
Tiffany is an experienced Auditor with over five years of experience in external audit, internal audit, financial reporting, and internal control evaluation. She holds a Bachelor of Science in Accounting and Finance from the University of Exeter, United Kingdom and is a qualified member of the Association of Chartered Certified Accountants (ACCA). At Lee CPA, she leads a wide range of assurance engagements, including audits, internal audits, review, and compilations. She is recognized for her strong technical expertise in IFRS, ASPE, and ASNPO, and for her analytical, detail-oriented approach to delivering high-quality financial reporting. Her international experience in Canada and Hong Kong enables her to navigate complex accounting issues and provide practical, value-added insights to clients.
Financial Auditor
Venkatesh is a Chartered Accountant who qualified in 2018 through the Institute of Chartered Accountants of India (ICAI). With over five years of experience at Goldman Sachs, a global leader in investment banking, he brings a wealth of expertise in IFRS, US GAAP, and statutory accounting and reporting requirements.