Michael Rincon

Commander
DISC Type : D

QuickBooks Online ProAdvisor at ClarityCounts Bookkeeping

Charlotte, North Carolina, United States

Overview

Michael Rincon is a QuickBooks Online ProAdvisor and founder of ClarityCounts Bookkeeping. Leveraging over a decade of experience as a business and data analyst at Bank of America and Wells Fargo, he now streamlines finances for service-based businesses. He holds a Bachelor of Arts from the University of North Carolina at Greensboro.

Michael is a family-oriented individual who transitioned from a demanding corporate career to entrepreneurship to achieve better work-life balance and be more present for his family. He shows interest in discussions around personal fulfillment and challenging traditional career paths to find more meaningful work.

He left a decade-long career in corporate financial services at major banks to start his own bookkeeping firm for small businesses.

Personality Overview

Decisive

Candid & Clear

Impact-Driven

They prefer to move quickly, and expect the same from others.  They respond well to strong and respectful communication. They are less concerned about the product and more about its potential impact.

Topics They Care About

Small Business Finances
He specializes in streamlining AP, AR, payroll, and job costing to provide financial clarity for service-based business owners.
Work-Life Balance
He left a corporate career at major banks to start his own firm, seeking more flexibility and time for his family.
QuickBooks Efficiency
As a certified QuickBooks Online ProAdvisor, he focuses on organizing and optimizing his clients' financial systems using the platform.

Media Appearances

Michael has no verified media appearances

Work History

11-2023
QuickBooks Online ProAdvisor at ClarityCounts Bookkeeping
6-2021 - 11-2023
Senior Business Analyst at Bank of America
1-2019 - 1-2020
Analytic Consultant 3 at Wells Fargo
4-2018 - 9-2018
Business Analyst – Data Integrity Consultant at Wells Fargo
12-2016 - 4-2018
Metadata Analyst at Bank of America

Education

5-2006 - 5-2010
Bachelor of Arts - BA from University of North Carolina at Greensboro

More Information

Social Presence :

Prographics :

Exp : 7 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : QuickBooks Online ProAdvisor at ClarityCounts Bookkeeping
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Speak about competitive differentiation that your product offers
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Michael

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • If convinced, they can reach decisions quite fast.
  • Can Michael take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Michael

Personality Compatibility


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