Monica Wong

Vice President

Growth Operators9228 Monica Wong

Areas of Expertise


Extensive experience in preparation of month end close, creating a financial package, audit preparation, and training staff on GAAP Accounting.

Budgeting & Forecasting

Creating proper reporting mechanisms to allow clients to effectively manage their cash flows.

Process Improvement

Always on alert identifying and implementing efficiencies that improve the bottom line.


Transitioned new CFO & staff, implemented Accounting Procedures, performed a commission audit

Retail Services Agency

Transitioned new CFO, trained staff, streamlined month end close, created weekly budgets & managed cash flow

Healthcare Services Company

Implemented Quickbooks Online, setup payroll,, expensify, created Policies & Procedures

Family Office


BA, Accounting

University of Northern Iowa

Industry Experience

  • Healthcare Services in the fields of Physical Therapy offices, Psychology Clinics, ENT Clinics, Drug & Rehab Facilities, and Dental Clinics
  • Family Offices / Investment Firms
  • Financial Services
  • Manufacturing
  • Retail


  • Patience while training staff
  • Commitment to getting the job done accurately
  • Problem solver
  • The ability to quickly learn a new job & software
  • Open communicator

Favorite Success Stories

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Positioning a private equity-owned specialty clinic roll-up to grow with confidence.


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Driving synergies and scalability for an apparel manufacturer.


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