Erin Daiber

Visionary
DISC Type : Ds

CEO at Well Balanced Accountants

San Diego, California, United States

Overview

Erin Daiber is the CEO of Well Balanced Accountants, where she leverages her background as a "recovering accountant" to help CPA firms improve culture, develop leaders, and plan for succession. A graduate of John Carroll University and a certified CPA, she previously worked in audit at EY. Colleagues describe her work as "transformational. "

Erins passion lies in the people side of the accounting profession. She is a Professional Certified Coach and actively serves the community, including as a coach for The Honor Foundation, where she helps Special Operations Forces transition to civilian careers, and as a board member for the CalCPA Education Foundation.

Interestingly, Erins first career decision was that she wanted to be anything *other* than an accountant, until an influential professor changed her mind.

Personality Overview

Risk Tolerant

Big Vision Person

Direct & Assertive

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

CPA Firm Culture
Focuses on helping firms move beyond talking about culture to implementing changes that attract and retain talent, a core tenet of her company, Well Balanced Accountants.
Succession Planning
Frequently speaks and consults on creating long-term succession strategies for accounting firms, viewing it as an ongoing process rather than an end-of-career task.
Leadership Development
Emphasizes that technical skill doesn't automatically equate to leadership ability and provides coaching to develop the next generation of firm leaders.

Media Appearances

Speaking - Well Balanced Accountants with Erin Daiber. Featured in Well Balanced Accountants

See Now

Work History

CEO at Well Balanced Accountants
Leadership Development and Coaching at Well Balanced Accountants
Succession Planning at Well Balanced Accountants
Coach at The Honor Foundation
Coach and Leader at Accomplishment Coaching

Education

BA from John Carroll University
Study Abroad Program from Boler School Imperial Program of London

More Information

Social Presence :

Prographics :

Exp : N/A Location : San Diego, California, United States Job Level : Leadership Designation : CEO at Well Balanced Accountants
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Insights For Selling To Erin

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erin 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 Erin

  • 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 Erin move?

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

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

You And Erin

Personality Compatibility


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