Sue Heaton

Enthusiast
DISC Type : i

Owner at Sue Heaton CPA, LLC

Milwaukee, Wisconsin, United States

Overview

Sue Heaton is the owner of Sue Heaton CPA, LLC, with 15 years of experience as a Certified Public Accountant. A graduate of the University of Wisconsin-Milwaukee, she specializes in tax consulting and accounting services for small businesses, particularly S-corporations, partnerships, and individuals.

Her professional philosophy is that every business owner needs timely and accurate financial information to make critical decisions and understand the tax ramifications for their business and themselves.

She is a dedicated QuickBooks ProAdvisor who states she loves to set up and train both new and experienced users on the product.

Personality Overview

Consensus Focused

Story Driven

Non-Confrontational

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Small Business Tax
Specializes in tax consulting and preparation for small businesses, with a particular focus on S-corporations.
QuickBooks Advising
As a long-time ProAdvisor, she is passionate about training clients to use QuickBooks to its fullest potential.
Actionable Financials
Believes business owners need timely financial data to make tough decisions in the current economic environment.

Media Appearances

Sue has no verified media appearances

Work History

8-2009
Owner at Sue Heaton CPA, LLC
8-2009
Owner, Accountant, Tax Consultant at Sue Heaton CPA, LLC
12-1997 - 7-2009
Manager at Suby, Von Haden & Associates (now kown as SVA)
Public Accounting at Sue Heaton CPA, LLC
Owner at Sue Heaton CPA LLC

Education

1984 - 1995
BBA from Lubar College of Business
Bachelor's degree in Accounting from University of Wisconsin-Milwaukee

More Information

Social Presence :

Prographics :

Exp : 28 Location : Milwaukee, Wisconsin, United States Job Level : Senior Designation : Owner at Sue Heaton CPA, LLC
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Insights For Selling To Sue

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Give them the opportunity to lead the conversation where possible
  • Maintain high, positive energy and convey confidence

DONT's

  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sue is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Sue

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Sue move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Sue take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Sue

Personality Compatibility


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