Consultant Spotlight: Dianne Conry
We are thrilled to highlight our consultant, Dianne Conry. Read the full interview to learn more about Diane’s expertise, her passion for her work, and how she helps her clients thrive.
What is your hometown? San Jose, CA.
What is your alma mater? California State University, Fresno.
What are your favorite things to do outside of the office? Travel (specifically, cruising) and scrapbooking.
How has your background impacted your experience as a consultant? I have been able to apply my past experiences to a new client or a new situation.
What’s a typical workday like for you? Checking messages and prioritizing my workload based on the urgencies of the day or week.
What motivates you to wake up and go to work every day? Knowing that my brief encounters with my clients or with fellow consultants are valued by them.
What kind of work have you been doing? Regularly: providing accounting support for a SaaS start-up company. Project-based: audit support, transitional support (when clients are looking for someone to fill in the gap when there’s a lapse in accounting duties).
Where do you believe you deliver the most value to your client? The ability to communicate and address the client’s needs quickly and effectively.
How do you organize environments with a lack of reporting infrastructure or inefficiency? I prioritize based on the financial impact of the task, duty, and available resources (myself, other consultants, or internal client staff).
What’s your process like? How I landed my client of 6 years: An existing consultant was transitioning off of a SaaS client who was growing quicker than the consultant’s existing schedule could allow. After reviewing the existing workpapers, I assessed the areas of the balance sheet and income statement which were not completely addressed for a SaaS company (mainly, revenue recognition and deferred revenue). Next, I informed the client of a software platform that could help the client issue and track contracts and invoice and record revenue and deferred revenue accurately. The result was that my client’s financials properly reflected SaaS revenue and deferred revenue. In addition, my client has additional visibility into customers and collectability.