Alex Moreno

Doer
DISC Type : ds

Bookkeeper at Moreno Bookkeeping Services, Inc.

Chicago, Illinois, United States

Overview

Alex Moreno is a systems-focused bookkeeper and owner of Moreno Bookkeeping Services, Inc. He is a QuickBooks Certified ProAdvisor specializing in providing financial clarity for therapists and wellness professionals. Colleagues and clients describe him as professional, detail-oriented, and exceptionally collaborative.

Driven by a personal ambition to be an entrepreneur, Alex is a dedicated lifelong learner committed to helping other business owners succeed. He values building strong professional relationships and is motivated by seeing his clients achieve their financial goals, often reflecting on the importance of purpose and confidence.

Unique Fact: He specifically chose the bookkeeping path to create a service that helps others build what matters most to them.

Personality Overview

Results Focused

Fast-paced

Strategic Planner

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Clarity for Therapists
His entire business is niched down to help therapists and wellness professionals gain financial clarity, indicating a deep understanding of their unique business needs.
Systematized Bookkeeping
He identifies as a "systems-focused bookkeeper" and discusses creating SOPs, showing a passion for efficient, well-documented financial processes over simple data entry.
Entrepreneurial Mission
His career was a deliberate choice driven by a personal mission to become an entrepreneur and support other small business owners in their growth.

Media Appearances

Alex has no verified media appearances

Work History

7-2024
Bookkeeper at Moreno Bookkeeping Services, Inc.
6-2024
Business Owner at Moreno Bookkeeping Services, Inc.

Education

Alex has no verified education history

More Information

Social Presence :

Prographics :

Exp : 1 Location : Chicago, Illinois, United States Job Level : N/A Designation : Bookkeeper at Moreno Bookkeeping Services, Inc.
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Alex

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Alex take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Alex

Personality Compatibility


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