Ujaval Patel

Ujaval Patel serves as a Manager in the CFO Advisory Services team at Wiss, bringing over four years of public accounting experience and an additional year and a half in private accounting. Her background spans a diverse range of industries, including real estate, manufacturing and distribution, health care, retail, and broker-dealer. She is currently focused on deepening her specialization in the real estate sector. 

At Wiss, Ujaval leads client engagements with a focus on month-end close processes, tax readiness initiatives, and ad-hoc financial projects. She also oversees staff supervision and training, ensuring consistent quality and operational efficiency across engagements. Ujaval is known for her ability to address complex accounting challenges and frequently steps into fractional leadership roles, providing strategic financial guidance tailored to each client’s unique needs. 

She is proficient in QuickBooks (online and desktop) and Yardi, leveraging these tools to help businesses streamline operations, maintain compliance, and support long-term growth. Ujaval is passionate about collaboration and believes that strong, trust-based relationships are key to delivering impactful results both within teams and with clients.