The reason I do what I do is that I am passionate about being a holistic resource to business owners of all industries and sizes that are looking for an accounting firm that will take the time to assess their individualized needs, propose effective and engaging solutions, and will help educate them to grow with proactive compliance in mind. I cherish the opportunity to represent a company that reflects my own core values, goes above and beyond to build relationships with the clients it serves, and carries out that service with the utmost integrity and education focus.
I am originally from Jackson, MS. After completing my Associate's Degree I moved to Houston for the boundless opportunity, vast array of diversity, and to be a part of the growing community of driven professionals while I work to continue my Bachelor's Degree in International Business. Shortly after moving, I began my career at Molen & Associates as an Account Manager. As an Account Manager, I get the opportunity to meet with prospective business clients, anywhere from start-up to $50MM in annual revenue, to assess their accounting needs, tailor an individualized service package, and align our team of accountants, bookkeepers, tax advisors/enrolled agents, operations staff, and their dedicated project manager, to implement these services into their business and, and to maintain this relationship that focuses on helping them to achieve their financial goals and reach the growth they desire no matter what stage of business they are in.
My ideal referrals are business owners of all industries, from start-up to $50MM in annual revenue, looking for a more dynamic, proactive, and education-focused relationship with their CPA/Accountant/Tax Advisor/Bookkeeper.
We have innovative systems and processes in place to grow with them, the quality care they need, and experienced accountants that specialize in various industries (Professional Services, Logistics, Manufacturing, Nonprofit, Real Estate, Health Care, E-Commerce, Technology, and 1099/Contractors) and can provide them the education they need to get their financials on track as a means of giving them more time to do what they love.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
How is your relationship with your current CPA/Accountant/Bookkeeper?
Does your current accountant keep you informed of new tax legislation / deliver timely financials / respond timely when you need them to?
Are your financials getting more complex and you'd wish you had more time to focus on your business or family?
Describe How You Would Like To Be Introduced Via Email
This is Jonathan Morgigno, an Account Manager with Molen & Associates – a tax-focused accounting firm. Their firm has been around for the past 40 years and specializes in supporting small to mid-sized businesses with their accounting needs. His primary role is to have a complimentary meeting with prospective business clients, assess their needs, and propose effective and engaging solutions to grow with proactive compliance in mind. I encourage you to reach out to Jonathan to learn more about his firm to determine if they would be a good fit for your company's needs.