Billy Mondor, CPA, CFP®

Questioner
DISC Type : c

Owner at Mondor CPA

San Antonio, Texas, United States

Overview

Billy Mondor is a Certified Public Accountant and Certified Financial Planner who founded Mondor CPA. A San Antonio native and graduate of The University of Texas at San Antonio, he specializes in providing tax, accounting, and advisory services to small businesses and their owners to help them achieve their financial goals.

Outside of work, Billy is married to his wife Christy, who is also a CPA. They have two young sons, and as a family, they enjoy visiting Texas beaches and nature parks together. In the fall, he is an avid watcher of both college and pro football.

He met his wife, Christy, while they were both working at Deloitte.

Personality Overview

Systematic

Value Seeker

Not Easily Convinced

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Small Business Advisory
Founded his firm with the goal of helping small business owners minimize their tax burden and achieve their personal and business goals.
Proactive Tax Planning
Advocates for year-round tax planning to achieve financial goals, as indicated by his professional commentary and services offered.
Family Outdoor Activities
Enjoys spending time with his wife and two sons visiting Texas beaches and nature parks.

Media Appearances

Billy has no verified media appearances

Work History

11-2021
Owner at Mondor CPA
2-2020 - 11-2021
Tax Manager at Royce & Young PC
2-2017 - 2-2020
Tax Manager at Deloitte
6-2016 - 1-2017
Senior Associate at BKD CPAs & Advisors
10-2014 - 5-2016
Tax Analyst at EnerVest, Ltd.

Education

2006 - 2010
Bachelor of Business Administration - BBA from The University of Texas at San Antonio

More Information

Social Presence :

Prographics :

Exp : 10 Location : San Antonio, Texas, United States Job Level : N/A Designation : Owner at Mondor CPA
URL has been copied!

Insights For Selling To Billy

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Billy is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Billy

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Billy move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Billy take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Billy

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.