Caleb Rees

Enthusiast
DISC Type : i

Owner at Rees CPA

Cedar City, Utah, United States

Overview

Caleb is the owner of Rees CPA, a firm dedicated to providing trusted advisory services. A graduate of Southern Utah University, he aims to offer more than just tax preparation, focusing on year-round client guidance. He previously honed his skills as a CPA at HintonBurdick CPAs & Advisors.

He presents himself as a polite, personable, and professional advisor who wants to break the stereotype of the introverted accountant. Caleb appears invested in his local business community, having recently opened a new office on Main Street next to other financial and legal firms.

He shares a joke that an extroverted accountant is one who looks at your shoes when talking to you.

Personality Overview

Non-Confrontational

Consensus Focused

Amiable & Agreeable

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Client Advisory Services
He explicitly seeks clients who desire regular advice and want a trusted advisor, not just a tax preparer at the beginning of the year.
Small Business Success
He chose his new office location to be near other local businesses, indicating a focus on serving and networking within the small business community.
Personable Professionalism
Caleb emphasizes being a personable CPA who delivers services with a smile, differentiating himself through approachability in a stereotypically introverted field.

Media Appearances

Caleb has no verified media appearances

Work History

4-2014
Owner at Rees CPA
1-2008 - 4-2014
CPA at HintonBurdick CPAs & Advisors

Education

2008
Master's degree from Southern Utah University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Cedar City, Utah, United States Job Level : N/A Designation : Owner at Rees CPA
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Insights For Selling To Caleb

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caleb is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Caleb

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Caleb move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Caleb take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Caleb

Personality Compatibility


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