Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

In today’s episode, 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.

Listen to #254: Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA »

 
 
 
 

A few ways to work with me:

GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

  1. How high can I go on prices without sending my clients running?

  2. What do you think of my niche?

  3. How do I upsell my legacy clients?

  4. What’s the script for talking to prospects about higher-level and Advisory services?

  5. 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. 

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For 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:

  1. Get guidance on prices, packages, and becoming more specialized

  2. How to fire clients without blowing a hole in your firm

  3. 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.
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$7500

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For 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. 

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$24,500 

 
 

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Geraldine Carter