Kasey Powell, CPA, CFE

Questioner
DISC Type : c

Controller at Fleetio

Fairhope, Alabama, United States

Overview

Kasey Powell is the Controller at Fleetio, leveraging a strong background in public accounting. Her expertise spans financial statement preparation, audit services, and tax planning, honed during her time as an Audit and Tax Supervisor. She holds both CPA and CFE certifications.

Kasey maintains a strong connection to her alma mater, The University of Alabama, where she earned both her bachelors and masters degrees. She also follows the investment firm Harbert Management Corporation, which is based in her home state.

Unique fact: Kasey is dually certified as a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE).

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Building Accounting Teams
Her social media activity shows a strong focus on hiring for multiple remote roles on the accounting team at Fleetio, from Revenue to Expense Accountants.
Revenue Accounting
She actively promotes openings for Revenue Accountants and appears focused on building a strong revenue accounting function within her team.
Corporate Integrations
She recently shared news about the strategic coming together of Fleetio and Auto Integrate, indicating an involvement or interest in M&A activities.

Media Appearances

Kasey has no verified media appearances

Work History

4-2021
Controller at Fleetio
5-2018 - 4-2021
Lead Accountant at Fleetio
1-2017 - 5-2018
Audit and Tax Supervisor at JamisonMoneyFarmer PC
1-2016 - 1-2017
Senior Accountant at JamisonMoneyFarmer PC
11-2013 - 1-2016
Staff Accountant at JamisonMoneyFarmer PC

Education

2012 - 2013
Master’s Degree from University of Alabama, Manderson Graduate School of Business
2008 - 2012
Bachelor’s Degree from The University of Alabama

More Information

Social Presence :

Prographics :

Exp : 13 Location : Fairhope, Alabama, United States Job Level : N/A Designation : Controller at Fleetio
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Insights For Selling To Kasey

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kasey is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kasey

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kasey move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kasey take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Kasey

Personality Compatibility


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