Tommy Shek, CPA

Researcher
DISC Type : Cs

Partner at TAAD LLP

Diamond Bar, California, United States

Overview

Tommy Shek is a Partner at TAAD LLP and a Certified Public Accountant with over 15 years of experience. A graduate of California State University, Fullerton, he specializes in providing assurance, tax, and advisory services to companies in the consumer product, e-commerce, and technology sectors, with a focus on SEC reporting.

He has a notable background in developing and leading technical auditing and accounting training programs for junior professionals in his field.

Personality Overview

Detail Oriented

ROI Seeker

Cost Conscious

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

SEC Financial Reporting
He has extensive experience dealing with SEC financial reporting and compliance for publicly held companies.
Complex Accounting
His expertise covers complex accounting treatments including business combinations, convertible debts, and derivative accounting.
Tech & E-commerce
He advises companies in the technology and e-commerce industry sectors on accounting and financial matters.

Media Appearances

Tommy Shek, CPA - TAAD LLP. Featured in TAAD LLP

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Work History

1-2022
Partner at TAAD LLP
8-2019 - 12-2021
Financial Controller at C2 Wireless
2-2018 - 6-2019
Financial Reporting Lead at Motorsport Aftermarket Group, Inc. (MAG)
1-2016 - 12-2017
Assurance Manager at RSM US LLP
8-2011 - 12-2015
Assurance Manager at A&C LLP

Education

2006 - 2008
BA from California State University, Fullerton
2003 - 2005
Education details unavailable from Mt. San Antonio College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Diamond Bar, California, United States Job Level : N/A Designation : Partner at TAAD LLP
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Insights For Selling To Tommy

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tommy is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Tommy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Tommy move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Tommy take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Tommy

Personality Compatibility


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