Staff

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Lisa M. Monk, CPA



Phone 610-970-2880
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Lisa M. Monk

Managing Principal

Lisa is the principal member of William H. Klein & Associates LLC and has over 25 years of tax and public accounting experience. Lisa lives in East Coventry with her husband Mike and three teenage children.

Highlights

  • Employed by the Internal Revenue Service for 13 years as a Revenue Agent, until 2000. Extensive experience in auditing businesses of various sizes and industries, including professional & consulting firms, medical firms, retail operations, contracting businesses, restaurant & food providers, and real estate businesses. Worked in the Philadelphia, King of Prussia, and Reading offices.
    • Experience in auditing sole proprietors, corporations, and partnerships
    • Accepted a temporary position in the “Review” department, reviewing audits completed by other Agents
    • Part of Education team and taught classes for new Revenue Agents, penalty assessment and abatement, and technical subjects such as NOL’s, AMT, and passive losses
  • Became staff CPA for William Klein in 2000.      
  • Became Principal of William H. Klein & Associates LLC in 2006
  • Handles all matters relating to taxation – corporate, partnership, individual, and small trusts
  • Handled all IRS work, including audits, helping non-filers become current, and collection cases including installment agreements and Offers in Compromise
  • Experience with drafting of financial statements and footnotes in compilation and review engagements
  • Strategic tax planning
  • Works directly with clients to computerize and improve accounting systems, efficiency, and internal control
  • Working with clients to enhance their business, tax and financial performance

Education

  • 1983 graduate of Archbishop Carroll High School
  • 1989 graduate of Philadelphia University (Formally Philadelphia University of Textiles and Science) - Cum Laude
    • Bachelor of Science in Business Administration
    • Majoring in accounting
  • Passed the Certified Public Accounting examination in 1995

Professional organizations

  • Member of the American Institute of Certified Public Accountants
  • Member of the Pennsylvania Institute of Certified Public Accountants

Interests

  • Reading, biking, going to the beach, and spending time with family and friends