About Us
Holistic Living by Monin (HLM) is based on the mantra: “Let your Lifestyle Be Your Medicine.” We use a holistic approach to tackle financial fitness through bookkeeping, tax preparation, planning & advice, and physical fitness / health through exercise & mindful nutrition.
HLM was founded by Monin Pena, an Enrolled Agent with the IRS, Accountant, Holistic Health Coach, Certified Fitness Trainer, and a Quickbooks Online Pro-Advisor. With this business, Monin has found the way to share with others her expertise and passions.
HLM is a unique, bilingual business (English / Spanish) that offers tax, bookkeeping & financial services to individuals & small businesses, fitness programs and health recipes. Monin has more than 20 years of experience offering these services and combined with her educational achievements, HLM is equipped to help clients obtain optimal health as well as accurate & reliable financial, accounting and tax reporting. HLM’s main purpose is to help clients thrive with health and longevity, and being able to sleep soundly at night with the comfort of knowing they have sound finances.
What Is a Holistic Approach?
HLM’s mantra “Let Your Lifestyle Be Your Medicine” is the guiding principle behind the business. Our quality of life greatly depends on the habits we incorporate each day into our individual lives, and we have found a holistic approach to be the most effective in improving our client’s overall finances and health as well as their happiness. HLM’s holistic approach helps our clients first explore the root of their issues, as only by first tackling the root causes can permanent changes be achieved.
Holistic means looking at our overall wellbeing as all aspects of our lives are interconnected. If one area of one’s life is unfulfilled, another area will likely be negatively effected. HLM focuses on multiple facets of our client’s lives, as we have seen that if a client is only focusing on their financial success but not their physical health (or vice versa), their quality of life and overall happiness will be limited. This is why HLM focuses on not only on taxes and finances, but also on fitness and health ensure our clients are set up for longterm success.
Monin’s Qualifications
Enrolled Agent with the IRS: Tax practitioner federally-licensed by the Internal Revenue Service. This is the highest credential and continuing education is required to keep this privilege.
Accountant: Graduate of St. Edward’s University in Austin, TX. Passed all four parts of the CPA exam in one sitting.
Quickbooks Pro-Advisor
Holistic Health Coach
Certified Fitness Trainer
