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Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities. Shaan is a client, and we’ve been working together since about April. In less than eight months and with two tax deadlines in between, Shaan has gone from pretty close to starting from scratch, to more than six figures in revenue. Shaan talks about his journey as a CPA, from working full-time for someone else to building his own business and transitioning from being a traditional accountant to an advisor. Highlights: — “There's always going to be more work in your niche than you can handle. It doesn't matter what the niche is.” — “Advisory is where the future is because that's where the value is.” — “If your clients trust you as a tax preparer, they'll be happy to listen to other ways you can help their business.” — “It's a valid concern that when you outsource work, the quality can be compromised. But it's still possible to find someone who can do good quality work at a very reasonable price.” — “To get started in advisory services, you don't have to know everything. You just need to know more than what your clients do. As long as you are always building your expertise, soon enough you'll know what you need to expand your practice.” Connect with SHAAN: Website: http://orangecountytaxplanning.com LinkedIn: https://www.linkedin.com/in/shaan-afridi-cpa-aca-627a8342/ Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options
Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities.
Shaan is a client, and we’ve been working together since about April. In less than eight months and with two tax deadlines in between, Shaan has gone from pretty close to starting from scratch, to more than six figures in revenue.
Shaan talks about his journey as a CPA, from working full-time for someone else to building his own business and transitioning from being a traditional accountant to an advisor.
Highlights:
— “There's always going to be more work in your niche than you can handle. It doesn't matter what the niche is.”
— “Advisory is where the future is because that's where the value is.”
— “If your clients trust you as a tax preparer, they'll be happy to listen to other ways you can help their business.”
— “It's a valid concern that when you outsource work, the quality can be compromised. But it's still possible to find someone who can do good quality work at a very reasonable price.”
— “To get started in advisory services, you don't have to know everything. You just need to know more than what your clients do. As long as you are always building your expertise, soon enough you'll know what you need to expand your practice.”
Connect with SHAAN:
Website: http://orangecountytaxplanning.com
LinkedIn: https://www.linkedin.com/in/shaan-afridi-cpa-aca-627a8342/
Want to find out what options you might have for working together?
More about 1:1 coaching, roadmaps, and DIY courses here:
https://shethinksbigcoaching.com/coaching-options
Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!