Donald Taylor, CPA

Enthusiast
DISC Type : i

Senior Audit Manager at Cherry Bekaert

New Philadelphia, Ohio, United States

Overview

Donald is a Senior Audit Manager and CPA at Cherry Bekaert, where he specializes in the Attest & Assurance practice. Leveraging his background in public accounting from Muskingum University, he guides clients through complex financial reporting and compliance challenges to build trust and drive value.

Outside of his professional life, Donald is a passionate husband and a proud father of two children. He is also a dedicated and avid fan of the Cleveland Cavaliers basketball team.

He is a licensed Certified Public Accountant in the state of Ohio.

Personality Overview

Amiable & Agreeable

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Financial Reporting
Focuses on delivering quality assurance services and has highlighted the growing importance of timeliness in financial reporting to add value.
ERP Selection
Advocates for a clear, needs-based approach to ERP selection to ensure organizations make confident, future-focused technology choices.
R&D Tax Credits
Keeps abreast of the R&D tax credit environment, including compliance considerations and key developments in IRC Sections 41 and 174.

Media Appearances

Donald has no verified media appearances

Work History

7-2025
Senior Audit Manager at Cherry Bekaert
7-2023 - 7-2025
Audit Manager at Cherry Bekaert
9-2021 - 3-2023
Audit Manager at Maloney + Novotny LLC
12-2019 - 4-2021
Supervisor at Novogradac & Company LLP
10-2017 - 12-2019
Staff Accountant at Novogradac & Company LLP

Education

2012 - 2016
Bachelor's degree from Muskingum University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New Philadelphia, Ohio, United States Job Level : Middle Designation : Senior Audit Manager at Cherry Bekaert
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Insights For Selling To Donald

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • 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 Donald is

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

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Donald move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Donald take some risk or not?

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

You And Donald

Personality Compatibility


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