Brianna Summerhays

Energizer
DISC Type : I

Tax Preparer | Bookkeeper at Legacy Group - Tax | Medicare | Finance

Wellington, Colorado, United States

Overview

Brianna Summerhays is a Certified Bookkeeper and Tax Preparer at Legacy Group, where she specializes in helping small businesses remain compliant, organized, and prepared for tax season. She also serves as an Office Manager for Albany County Government and holds a degree in Applied Management from Brigham Young University - Idaho.

With over seven years of experience in tax and bookkeeping, Brianna is noted for her proactive approach and attention to detail.

Personality Overview

Believer

Imaginative

Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Small Business Success
Her focus is on helping small business owners manage finances, maximize deductions, and use accurate financial reports to strengthen profits and cash flow.
Tax Compliance
With years of experience as a tax preparer, she integrates tax knowledge into her bookkeeping to ensure her clients are always tax-season ready.
Proactive Bookkeeping
She employs a proactive approach to bookkeeping, ensuring records are accurate year-round to make the tax season smoother and less stressful for clients.

Media Appearances

Brianna has no verified media appearances

Work History

1-2023
Tax Preparer | Bookkeeper at Legacy Group - Tax | Medicare | Finance
5-2022 - 1-2026
Office Manager at Albany County Government
1-2022 - 5-2022
Assistant Treasurer III at Albany County Government
1-2021 - 1-2022
Assistant Treasurer II at Albany County Government
4-2020 - 1-2021
Assistant Treasurer I at Albany County Government

Education

2018 - 2021
Applied Management from Brigham Young University - Idaho

More Information

Social Presence :

Prographics :

Exp : 13 Location : Wellington, Colorado, United States Job Level : N/A Designation : Tax Preparer | Bookkeeper at Legacy Group - Tax | Medicare | Finance
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Insights For Selling To Brianna

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brianna is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Brianna

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Brianna move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Brianna take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Brianna

Personality Compatibility


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