Spencer Koppenhaver, CPA, MBA

Inspirer
DISC Type : di

Owner at SDL Accounting Services LLC

Exton, Pennsylvania, United States

Overview

Spencer Koppenhaver is the Owner of SDL Accounting Services, leveraging his expertise as a CPA and MBA to help small businesses grow. His background includes roles as VP of Accounting and Finance and Controller, where he specialized in streamlining financial processes and leveraging technology to drive efficiency and enterprise growth.

Personality Overview

Decisive

Fast Adopter

Confident & Optimistic

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They don’t mind taking a stand if they believe in something.

Topics They Care About

Small Business Finance
He frequently posts advice for small business owners on bookkeeping, tax deductions, and financial reporting to help them avoid common pitfalls and improve profitability.
Financial Process Improvement
He has a proven history of enhancing operational efficiency, including designing new commission processes and cutting month-end close times in half in a previous role.
Tax Strategy
He is focused on helping self-employed individuals and business owners minimize their tax burden by highlighting often-overlooked deductions like the home office deduction.

Media Appearances

Spencer has no verified media appearances

Work History

1-2024
Owner at SDL Accounting Services LLC
3-2024
Vice President of Accounting and Finance at Allied Mortgage Group Inc.
1-2022 - 3-2024
Controller at Allied Mortgage Group Inc.
8-2021 - 12-2021
Assistant Controller at Allied Mortgage Group Inc.
9-2019 - 8-2021
Senior Internal Auditor at Penn Medicine, University of Pennsylvania Health System

Education

2013 - 2017
Master of Business Administration (MBA) from Delaware Valley University
2009 - 2013
Bachelor of Science (BS) from Delaware Valley University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Exton, Pennsylvania, United States Job Level : Senior Designation : Owner at SDL Accounting Services LLC
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Insights For Selling To Spencer

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Spencer is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Spencer

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Spencer move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Spencer take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Spencer

Personality Compatibility


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