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. ...
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.
— “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.”
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