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Lean and Profitable By Design

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. 

Anjali hosts Money Checkup podcast – a semi-monthly checkup that discusses the many facets of financial well-being.  

When Anjali started her practice 5 years ago, baked right into the plan was how to build a highly profitable business while working only 30 hours a week, so that she can spend time with her young daughter. 

I wanted YOU to be able to hear exactly what Anjali has figured in order to work less and make more, so that you can see that it’s real, and do the same in your accounting practice. 

What stood out to me in this episode was the level of intentionality with which she designed and built her practice to align with her values. And that by choosing to stay small, she could cap the number of clients she takes, be selective, charge a premium for limited seats for a specific service, and provide value that most people cannot. 

All of that was intentional. She set out to do it that way, and it works.


Connect with Anjali:

Podcast: Money Checkup Podcast

Past Episodes Mentioned:

91 Is Your Accounting Niche Niche-y Enough?
86 Secrets of Shifting to vCFO Services

Schedule time with Geraldine:

Work with Geraldine: 

Strategy Session
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