Katie Farley, CPA

Energizer
DISC Type : I

Certified Public Accountant at Katie Farley LLC

Phoenix, Arizona, United States

Overview

Katie Farley is a self-employed Certified Public Accountant and consultant who runs her own practice, Katie Farley LLC. She specializes in enhancing accounting processes for small businesses, focusing on clients in the restaurant and short-term property management industries. She holds a Masters in Taxation from Arizona State University.

Beyond her work in finance, Katie is also a dedicated Yoga Instructor at CorePower Yoga. This interest in wellness and mindfulness provides a unique balance to her analytical and detail-oriented accounting profession, suggesting a holistic approach to her personal and professional life.

She uniquely balances a career in accounting and taxation with her passion for teaching yoga.

Personality Overview

Believer

Relationship Oriented

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Small Business Accounting
Her consulting practice, Katie Farley LLC, is dedicated to enhancing the accounting processes for individuals and small businesses.
Hospitality Finance
She has a demonstrated history working in the restaurant industry and her current client profile includes restaurants and short-term property managers.
Taxation Strategy
Holding a Master's in Taxation from Arizona State University, her key skills include tax preparation and income tax for her clients.

Media Appearances

Katie has no verified media appearances

Work History

6-2023
Certified Public Accountant at Katie Farley LLC
10-2021
Yoga Instructor at CorePower Yoga
1-2020 - 6-2023
Senior Accountant at LGO Hospitality
3-2018 - 1-2020
Accountant at LGO Hospitality LLC
10-2017 - 2-2018
Senior Accountant at DriveTime

Education

2013 - 2014
Masters from Arizona State University
2009 - 2014
Bachelor of Science (BS) from W. P. Carey School of Business – Arizona State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Phoenix, Arizona, United States Job Level : N/A Designation : Certified Public Accountant at Katie Farley LLC
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Katie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Katie take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Katie

Personality Compatibility


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