Ms. Monica Reid joined Altman, Rogers & Co. in September 2016. She completed her college education at the University of Montana with both a Bachelor of Science and Master’s Degrees in Accounting in May 2015 and July 2016, respectively. Although she grew up in Anchorage, she spent nearly two years working in the Soldotna office on both tax and audit engagements and later relocated to Anchorage to become a full-time auditor.
The Altman, Rogers & Co. staff, led by Monica, started working with local lenders immediately after the CARES Act was signed into law. Our firm, with its audit and tax experience, was identified as a valuable resource to help the community with the Paycheck Protection Program (PPP).
Initially, the program was changing constantly, but Monica and her team were up to the challenge. Monica received invaluable support from the firm, staff, and Nelida Irvine and Nancy Porzio at the SBA.
In early April 2020, some local financial institutions began to accept loan applications. The team worked vigorously to help as many client applications get submitted that day, and from that point on Monica worked closely with lender contacts and clients to identify solutions, whether it was assisting a client with finding a lender who would serve them to knowing what documentation would be most relevant based upon SBA guidance. This program generated more questions than answers early on, but Monica and the Altman, Rogers & Co. team collaborated and strived to be a leading CPA firm in PPP assistance and guidance.
Monica teamed up with local lawyer, Christy Lee, attorney and owner of the Law Offices of Christy Lee, P.C., and Marc Enzi, Enrolled Agent at Tax Solutions, and the three created their first panelist discussion webinar called “PPP FAQs” (see the “PPP Webinars” tab on this page). The team continues to collaborate and create content that helps not only Alaskan communities but also communities nationwide.