Patti Tyson-Ragan

Critic
DISC Type : C

Senior Staff Accountant at Wilson Lewis

Athens, Alabama, United States

Overview

Patti is a Senior Staff Accountant at Wilson Lewis with extensive experience in both public and private accounting. Her expertise covers client accounting services, financial statement preparation, and multi-state tax returns. She holds a Bachelor of Business Administration in Accounting from Mercer University.

Outside of her professional life, Patti is dedicated to her family and enjoys unwinding through traveling and reading. These activities provide a balance to her detail-oriented accounting work, offering opportunities for relaxation and new experiences.

She has a demonstrated history of working across the full accounting spectrum, from private industry to public CPA firms.

Personality Overview

Critic

Precise

ROI Driven

They are quite likely to negotiate on pricing or other key terms.  They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Client Accounting
A core part of her responsibilities at Wilson Lewis includes managing client accounting services and preparing financial statements.
Tax Preparation
She has a background in preparing multi-state sales tax, payroll tax, and corporate and individual income tax returns.
Family & Travel
She enjoys spending her time outside of work with her family and traveling, indicating these are high personal priorities.

Media Appearances

Patti has no verified media appearances

Work History

6-2023
Senior Staff Accountant at Wilson Lewis
8-2001
Staff Accountant at Wilson Lewis
12-2021 - 5-2023
Staff Accountant at Willeford Group CPA, PC
10-1998 - 6-2001
Accounting Coordinator at Triple D Tooling, inc.
10-1993 - 10-1998
Staff Accountant at Reed. Quinn & McClure, LLC

Education

2014 - 2017
Bachelor of Business Administration (B.B.A.) from Mercer University - Stetson School of Business and Economics
2013 - 2014
Bachelor of Business Administration (BBA) from Liberty University

More Information

Social Presence :

Prographics :

Exp : 35 Location : Athens, Alabama, United States Job Level : N/A Designation : Senior Staff Accountant at Wilson Lewis
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Insights For Selling To Patti

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patti is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Patti

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Patti move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Patti take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Patti

Personality Compatibility


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