Kathleen M Holston, CPA, CMI

Critic
DISC Type : C

SALT Director at WebsterRogers LLP

Myrtle Beach, South Carolina, United States

Overview

Kathleen has no verified overview

Personality Overview

Objective Thinker

Negotiator

Information Seeker

Unless the value is proven by data, they are unlikely to value fancy features.  They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

12-2021
SALT Director at WebsterRogers LLP
Chair of the Advanced Sales Tax School; Instructor, Former Board Member; CMI Committtee Member at Institute for Professionals in Taxation
Board of Governors at Institute for Professionals in Taxation
9-2020 - 12-2021
SALT Manager at WebsterRogers, LLP
11-2016 - 9-2020
Director, State and Local Tax at Cherry Bekaert LLP

Education

Bachelor of Science (BS) from Rutgers University - Camden

More Information

Social Presence :

Prographics :

Exp : 17 Location : Myrtle Beach, South Carolina, United States Job Level : Mid-senior Designation : SALT Director at WebsterRogers LLP
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Insights For Selling To Kathleen M

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen M is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kathleen M

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kathleen M move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Kathleen M take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Kathleen M

Personality Compatibility


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