Kathryn Lui

Examiner
DISC Type : sc

Owner at SmartAccounting Firm

Dallas, Texas, United States

Overview

Kathryn Lui is the owner of SmartAccounting Firm, specializing in providing accounting, bookkeeping, and Profit CFO advisory services to the trucking and transportation industries. An author and expert in QBO and Sage Intacct platforms, she holds a Bachelor of Science from Utah State University.

Kathryn is focused on personal and professional development, exploring topics like Emotional Intelligence (EQ) to improve her business practices. She demonstrates a proactive approach to self-improvement and reflects on the importance of having a positive and grateful mindset in her work.

She authored the book, "5 Financial Mistakes that will Crash Your Trucking & Transportation Business. "

Personality Overview

Late Adopter

Overcautious

Unexpressive

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Trucking Industry Finance
Her firm and book are dedicated to helping trucking and transportation owners manage financials, increase profit, and eliminate business chaos.
Business Owner Mindset
She frequently posts about the importance of a success-oriented mindset for entrepreneurs and the need for owners to be proactive in their growth.
Profit Acceleration
Employs a proprietary "ProfitAccelerating Methodology" to help business owners gain visibility into their financials and improve profitability.

Media Appearances

Kathryn has no verified media appearances

Work History

1-2001
Owner at SmartAccounting Firm
1-2001
"Fixed for You" Accounting, Bookkeeping & Profit services to Trucking & Transportation companies at SmartAccounting Firm
2-2000
"Fixed for You" Accounting, Bookkeeping & Profit CFO Advisory services for Small-Med Business Owners at SmartAccounting Firm

Education

Bachelor of Science - BS from Utah State University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Dallas, Texas, United States Job Level : Leadership Designation : Owner at SmartAccounting Firm
URL has been copied!

Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Kathryn

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Kathryn take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Kathryn

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.