Harshil Trivedi CPA, CA, AISA

Initiator
DISC Type : Di

Founder & Managing Director at Accellence Advisors

New York, New York, United States

Overview

Harshil has no verified overview

Personality Overview

Risk-Accepting

Confident

Conviction Driven

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They don’t mind taking a stand if they believe in something.

Topics They Care About

Harshil has no verified topics they care about

Media Appearances

Harshil has no verified media appearances

Work History

12-2024
Founder & Managing Director at Accellence Advisors
11-2024
Director - Operations at VSC Consulting Inc
10-2024
Founder at Harshil Trivedi CPA LLC
10-2024
Partner at Vinod Singhal & Co. LLP- Chartered Accountants
2-2021 - 10-2024
Co-Founder at Phoenix Institute

Education

2016 - 2017
CPA from American institute of certified public accountants
2002 - 2008
Chartered Accountants from The Institute of Chartered Accountants of India

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : Leadership Designation : Founder & Managing Director at Accellence Advisors
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Insights For Selling To Harshil

During A Call Or A Meeting

DO's

  • Get them to a point where they are ready to bat for your product internally
  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Harshil is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Harshil

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Harshil move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Harshil take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Harshil

Personality Compatibility


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