Prithi Daswani's guest appearances

Prithi Daswani

Business Strategy for CPA's

OwlTail

Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeListen to this episode where I interview Prithi Daswani, CPA a 1:1 client. We worked together for about a year, starting two years ago. In her story, you’ll hear how she went from 750 clients down to 50 over the course of that time. You’ll hear about the decisions and modifications she made to her practice, so that she could get out from under the relentless workload to find happiness again. You’ll hear which steps made the biggest impact, which fears she needed to work through in order to implement improvements, and what happened to her revenue over the course of the journey. The end result? More happiness, a lot less work, steady take-home pay, and the freedom to choose not to double revenue.Connect with Prithi at https://prithidaswani.com/.…Listen to other stories from 1:1 clients:15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…A few ways to work with me:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What’s the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized How to fire clients without blowing a hole in your firm A community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Hey CPA Firm owner, glad you found the podcast.  If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: <a href="https://www.geraldinecarter.com/subscribe" rel="nofollow" target="_blank">geraldinecarter.com/subscribe</a>Listen to this episode where I interview <a href="https://mail.google.com/mail/?view=cm&amp;fs=1&amp;tf=1&amp;to=prithid@cpa.com" rel="nofollow" target="_blank">Prithi Daswani</a>, CPA a 1:1 client. We worked together for about a year, starting two years ago.  In her story, you’ll hear how she went from 750 clients down to 50 over the course of that time. You’ll hear about the decisions and modifications she made to her practice, so that she could get out from under the relentless workload to find happiness again.  You’ll hear which steps made the biggest impact, which fears she needed to work through in order to implement improvements, and what happened to her revenue over the course of the journey.  The end result? More happiness, a lot less work, steady take-home pay, and the freedom to choose not to double revenue. Connect with Prithi at <a href="https://prithidaswani.com/" rel="nofollow" target="_blank">https://prithidaswani.com/</a>. …Listen to other stories from 1:1 clients:<a href="http://businessstrategyforcpas.com/243" rel="nofollow" target="_blank">15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA</a><a href="http://businessstrategyforcpas.com/203" rel="nofollow" target="_blank">Killer Niche: Farm + Ag CPA with Catherine Ozment, CPA</a><a href="http://businessstrategyforcpas.com/204" rel="nofollow" target="_blank">130% Revenue Increase While Working Less with Paige Gott</a><a href="http://businessstrategyforcpas.com/152" rel="nofollow" target="_blank">How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA</a><a href="http://businessstrategyforcpas.com/165" rel="nofollow" target="_blank">From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA</a><a href="http://businessstrategyforcpas.com/167" rel="nofollow" target="_blank">Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA</a>…A few ways to work with me:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:<ul> <li>How high can I go on prices without sending my clients running?</li> <li>What do you think of my niche?</li> <li>How do I upsell my legacy clients?</li> <li>What’s the script for talking to prospects about higher-level and Advisory services?</li> <li>What do I put in my tiered packages?</li> </ul> Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. <a href="https://geraldinecarter.com/call" rel="nofollow" target="_blank">geraldinecarter.com/call </a>$495 DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:<ul> <li>Get guidance on prices, packages, and becoming more specialized</li> <li>How to fire clients without blowing a hole in your firm</li> <li>A community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability</li> </ul> Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. <a href="https://geraldinecarter.com/" rel="nofollow" target="_blank">geraldinecarter.com/ </a>$7500 1:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. <a href="https://geraldinecarter.com/custom-vip-coaching" rel="nofollow" target="_blank">geraldinecarter.com/custom-vip-coaching </a>$24,500