Employee: Monica Reid, CPA
Position: Senior Accountant
Years with firm: 3 1/2
Q: What are challenges we [the firm] have had to help clients overcome during the SBA Paycheck Protection Program (PPP) process (application and forgiveness) and what has overcoming those meant to you?
A: There were so many challenges with so many lessons! I believe that during this pandemic, we stepped in to help our clients when a lot of people were afraid to [do so]. Our firm has a lot of courage to take on a task that held so much risk. I can recall one instance when I stayed on the phone with one of our clients for 3 hours because the bank would not. Most of our clients also had questions about the application and the compliance requirements associated.
Another big hurdle we helped clients with was finding financial institutions who would lend them money. Many of our clients could not get in touch with their banks when it came to applying for the loan, and some banks flat out refused to give them a loan. We helped a lot of our smaller businesses, who are the backbone of our economy. We stepped in and helped them find a bank that would accept their applications. ALL of our clients were able to get their loans.
All of these instances have meant so much to me because I have learned that with the firm’s and my team’s flexibility and support, we can do anything we put our minds to. I have also learned that loyalty is built with open communication, integrity, and honesty…even when that means that I tell them “I don’t know” or “we made a mistake and we are sorry, but we will make it right”. The biggest lesson is that helping our clients means more than money, but I also believe that what comes around, goes around. Our clients know our value.
Q: What are three words you think clients would use to describe you?
A: Resourceful, dedicated, and honest
Q: What do you like to do in your free time?
A: Staying on top of new and upcoming legislation/ reading, mountain biking with the dog and fiance, and spending time with my family.