Bhargav Makwana

Evaluator
DISC Type : DSC

Director at Synbiz Globus

Gujarat, India

Overview

Bhargav Makwana is the Director at Synbiz Globus, a virtual CFO and tax specialist firm. He focuses on helping accounting businesses reduce operational costs and increase productivity. He is a US CMA and holds a Bachelor of Business Administration from Saurashtra University.

Interesting fact: Bhargav once developed a real-time inventory dashboard for a fashion brand, helping them clear $120, 000 in slow-moving inventory within four weeks.

Personality Overview

Thorough Evaluator

Quality Focused

Fast But Analytical

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

AI in Accounting
He actively shares content about how AI tools are transforming the accounting industry by saving time, reducing errors, and adding client value.
E-commerce Finance
Demonstrates expertise in solving financial challenges for e-commerce clients, such as managing slow-moving inventory and hiring for Amazon FBA specialists.
Cost Reduction
His company's core mission is to help accounting firms significantly cut operational costs, a major concern he frequently addresses.

Media Appearances

Bhargav has no verified media appearances

Work History

10-2024
Director at Synbiz Globus
5-2024 - 10-2024
Senior Account Executive at Synbiz Globus
5-2025
CEO & Founder at Biztifly Ltd
11-2023 - 4-2024
Senior Executive at Shah & Sangharajka, Chartered Accountants
3-2023 - 10-2023
Analyst at Shah & Sangharajka, Chartered Accountants

Education

US CMA from Institute of Management Accountants (IMA)
4-2019 - 7-2022
Bachelor of Business Administration - BBA from Saurashtra University, Rajkot

More Information

Social Presence :

Prographics :

Exp : 2 Location : Gujarat, India Job Level : Mid-senior Designation : Director at Synbiz Globus
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Insights For Selling To Bhargav

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bhargav is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Bhargav

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Bhargav move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Bhargav take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Bhargav

Personality Compatibility


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