CA Ketki Lakdawala

Evaluator
DISC Type : sdc

Founder - Small Business Advisor at Arrow Ledgers

Surat, Gujarat, India

Overview

Ketki Lakdawala is the Founder of Arrow Ledgers, a firm dedicated to AI-driven bookkeeping for businesses in the US, UK, and UAE. As a Chartered Accountant with certifications in QuickBooks, Xero, and Generative AI, she focuses on helping entrepreneurs save costs and make faster, data-driven decisions through automation and remote expert teams.

There is no publicly available information regarding Ketkis personal life or hobbies.

Her firm leverages a remote, cross-time-zone team of CAs and CPAs to deliver same-day financial reports and close client books in just 48 hours.

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

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 They are not very likely to become strong advocates of your product or service

Topics They Care About

AI in Accounting
Her entire business model at Arrow Ledgers is built on using AI-powered systems to automate bookkeeping, reduce costs by up to 70%, and eliminate manual work for clients.
Workflow Automation
Frequently posts about moving away from manual processes and rebuilding financial workflows from the ground up to be more efficient, accurate, and faster.
Global Business Finance
Specifically targets and serves entrepreneurs and businesses in the US, UK, and UAE, addressing the complexities of multi-currency operations and international finance.

Media Appearances

CA has no verified media appearances

Work History

4-2025
Founder - Small Business Advisor at Arrow Ledgers
11-2023 - 4-2025
Team Leader-Chartered Accountant at Offshore accounting firm
3-2020 - 10-2023
Articled Assistant at CA Firm

Education

6-2024 - 6-2026
Accounting and Business/Management from ACCA
2018 - 7-2023
CA from The Institute of Chartered Accountants of India

More Information

Social Presence :

Prographics :

Exp : 5 Location : Surat, Gujarat, India Job Level : Leadership Designation : Founder - Small Business Advisor at Arrow Ledgers
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Insights For Selling To CA Ketki

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • 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
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with CA Ketki is

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

  • 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 CA Ketki move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can CA Ketki 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 CA Ketki

Personality Compatibility


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