Todd Falcone

Sharpshooter
DISC Type : CD

Faculty Program Advisor at Independence University

Greater Pittsburgh Region, United States

Overview

Todd Falcone is an accomplished accountant, instructor, and entrepreneur with extensive experience in accounting and tax services for clients ranging from nonprofits to multi-million dollar companies. He holds certifications as an Enrolled Agent and Certified Fraud Examiner, with deep expertise in QuickBooks software.

He is advancing his academic credentials by pursuing a Doctorate in Business Administration from Colorado Technical University, complementing his work as a Faculty Program Advisor at Independence University.

Personality Overview

Precise But Practical

Thorough Evaluator

Fast But Analytical

They respond well to strong and respectful communication.  They like to act fast and expect others to do the same. More than the product, they care about the effectiveness of the product.

Topics They Care About

Tax & Compliance
As a federally-licensed Enrolled Agent, he is empowered to represent taxpayers before the IRS, indicating a deep focus on tax law and compliance.
Fraud Prevention
His certification as a Certified Fraud Examiner highlights a professional commitment to detecting and deterring financial fraud for businesses.
Accounting Technology
Holds expert-level certifications in QuickBooks Pro, Premier, Enterprise, and Point of Sale, showing a strong interest in accounting software solutions.

Media Appearances

Todd has no verified media appearances

Work History

7-2013
Faculty Program Advisor at Independence University
2-2008 - 12-2018
Controller External at Donnelly-Boland and Associates

Education

2017 - 2022
Doctor of Science from Colorado Technical University
2016 - 2017
Master of Business Administration (MBA) from Independence University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Pittsburgh Region, United States Job Level : N/A Designation : Faculty Program Advisor at Independence University
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Hold your ground without indulging in one-upmanship
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don't try too hard to forge relationships with them
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

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

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

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They can take decisions very fast if you manage to convince them.
  • Can Todd take some risk or not?

  • The risks don’t matter much to them.

You And Todd

Personality Compatibility


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