Kelley J. Wolfe, CPA, CGMA

Evaluator
DISC Type : CDS

Certified Public Accountant at Kelley J. Wolfe, CPA, LLC

Bloomington, Indiana, United States

Overview

Kelley has no verified overview

Personality Overview

Quality Focused

Hard To Convince

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Kelley has no verified topics they care about

Media Appearances

Kelley has no verified media appearances

Work History

5-2025
Certified Public Accountant at Kelley J. Wolfe, CPA, LLC
9-2020 - 5-2025
Chief Financial Officer at Midwest Paving LLC
10-2010 - 12-2024
Outsourced Accounting Services at Greenwalt CPAs, Inc.
8-2006 - 8-2010
Controller at J.W. Jones Company, LLC

Education

1995 - 1999
Bachelor of Science from Ball State University - Miller College of Business
Education details unavailable from Maconaquah High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Bloomington, Indiana, United States Job Level : N/A Designation : Certified Public Accountant at Kelley J. Wolfe, CPA, LLC
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Insights For Selling To Kelley J.

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelley J. is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kelley J.

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kelley J. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kelley J. take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kelley J.

Personality Compatibility


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