Kathy Parker

Observer
DISC Type : ic

Principal at BerryDunn — Assurance, Tax and Consulting

Manchester, New Hampshire, United States

Overview

Kathy Parker is a Principal at BerryDunn, leading the Outsourced Accounting Practice Group. She specializes in providing high-tech back-office services and optimal tax structuring for family offices, veterinary practices, and real estate businesses. She holds a Masters in Taxation from Bentley University and is a frequent public speaker.

Demonstrating a commitment to modern leadership, Kathy has completed certifications in fostering belonging and creating inclusive work environments. Her strong entrepreneurial spirit is a key driver in her approach to creating new opportunities for companies across various industries.

Kathy is a recipient of the "Women to Watch" award in the Emerging Leader category from the Massachusetts Society of CPAs.

Personality Overview

Assertive

Curious

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Outsourced Accounting
Leads a boutique practice group at BerryDunn focused on providing high-touch, high-tech back-office services for diverse businesses.
Veterinary Practices
Her team has a specific focus on providing specialized accounting and back-office services for the veterinary industry.
Tax Optimization
A core part of her expertise involves providing guidance to corporations and partnerships on structuring for optimal tax benefits.

Media Appearances

Kathy has no verified media appearances

Work History

7-2019
Principal at BerryDunn — Assurance, Tax and Consulting
7-2019
Partner at Rodman CPAs

Education

2009 - 2011
Master in Taxation from Bentley University - McCallum Graduate School of Business
1997 - 1999
Bachelor from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 6 Location : Manchester, New Hampshire, United States Job Level : Middle Designation : Principal at BerryDunn — Assurance, Tax and Consulting
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Insights For Selling To Kathy

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Ask them questions to understand their needs better while staying affable
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathy is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Kathy

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Kathy move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Kathy take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Kathy

Personality Compatibility


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