Niki Stehlik, CPA

Energizer
DISC Type : I

Director of Assurance at HBE LLP

Crete, Nebraska, United States

Overview

Niki Stehlik is a Certified Public Accountant and the owner of Legacy Accounting and Consulting, LLC, where she helps business owners manage their finances. Previously, she was the Director of Assurance at HBE LLP. She is a graduate of Doane University and has over a decade of public accounting experience.

Niki is committed to her community, serving as Treasurer for Bluestem Health, a local healthcare non-profit. This role leverages her financial expertise to support community well-being and demonstrates a strong dedication to non-profit governance and local engagement outside of her primary professional responsibilities.

She appeared as a guest expert on the "Real Money Talks" podcast to share insights on managing business finances.

Personality Overview

Believer

Enthusiastic

Relationship Oriented

They are really good at seeing what the long-term impacts of their decisions could be.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are friendly, approachable and love to make new connections.

Topics They Care About

Non-Profit Governance
Serves as the Treasurer on the board for Bluestem Health, a community health non-profit, directly applying her financial skills to a cause she supports.
Small Business Finance
As the owner of an accounting firm, she is passionate about making numbers easy to understand so business owners can focus on growth.
Public Accounting
Has over 10 years of experience in public accounting and financial auditing, with previous leadership roles including Director of Assurance.

Media Appearances

Niki has no verified media appearances

Work History

1-2023 - 7-2023
Director of Assurance at HBE LLP
11-2016 - 1-2023
Manager at HBE LLP
7-2013 - 1-2023
Senior Accountant at HBE LLP
10-2012 - 6-2013
Accountant at Hayes & Associates, L.L.C.
5-2008 - 9-2012
Accountant at Moser Accounting and Tax Services

Education

2004 - 2008
B.A from Doane University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Crete, Nebraska, United States Job Level : N/A Designation : Director of Assurance at HBE LLP
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Insights For Selling To Niki

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Niki is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Niki

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Niki move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Niki take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Niki

Personality Compatibility


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