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Is your bookkeeping practice all that it could be?
Learn how MontPac’s Affiliate Support Group can make your bookkeeping services scalable, profitable, and hassle-free.
What our clients say about MontPac
Services
TRANSACTION PROCESSING
We process all types of accounting transactions: accounts payable, accounts receivables, and payroll at any frequency.
RECONCILIATION
We complete bank reconciliations on a monthly basis or more frequently if needed. We also reconcile other balance sheet accounts such as prepaid expenses, deferred revenue and intercompany accounts to ensure accuracy of the books.
MONTHLY CLOSE & REPORTING
We record accrued expenses, deferred revenue, depreciation & amortization, etc. to complete a thorough close of the books. We also prepare a financial statement package to suit your client’s needs. This typically includes an income statement, balance sheet and statement of cash flow along with supporting schedules. We also track and report Key Performance Indicators.
SALES & USE TAX, 1099 PREPARATION
We perform sales tax research and determine whether your clients’ products are taxable and/or if your business is required to register with the state/county, register sales tax permits and compute and file sales tax. We also collect W9s, identify 1099 reportable vendors and transactions and file 1099 forms to meet your tax filing requirements.
Meet the team
Think of us as an extension of your team. We treat your business as our own, so we make sure that all of our accountants are a fit to your clients regardless of the industry. We have over 300 accountants who are not only knowledgeable in US GAAP, but are also trained and competent in various accounting systems typically used by your clients including QuickBooks Online, Xero, Bill.com, Expensify, Gusto. etc. Our team is always available to go beyond bookkeeping and help you run your business better.
MONTY
Monty, having grown up in a family of accountants, found a natural affinity for the field. With over 30 years of experience in accounting, he now serves as the President and CEO of MontPac. Monty's focus is on aiding CPA firms in their growth by offering bookkeeping support services. By entrusting MontPac with this function, CPA firms can dedicate more time to their core expertise, nurturing relationships, and higher-margin activities.
President & CEO
JONA
Sr. Team Leader
Jona started at MontPac in 2015 as a senior associate and has since advanced to team leader. As a mom of an 8-year old, Jona relates parenting to being a team leader. They both require a lot of patience, discipline, and love -- patience in figuring out complex accounting issues, the discipline to hold her team members accountable when corrections are needed, and love for her work which makes it easy to do. And as with parenthood, the most rewarding part of being a team leader at MontPac is seeing her team and clients grow with her guidance.
VICKY
Vicky, who joined MontPac in 2008, has steadily advanced to the position of Chief Financial Officer. In her role, she oversees the strategic financial management of the company. Vicky's prior experience with global corporations like Ernst & Young Bermuda, PriceWaterhouse Coopers, and QBE Insurance (Phils) Inc. has equipped her with valuable insights and expertise in international financial management systems.
SVP - Client Services & CFO
JOSEPH
AVP - IT
Joseph developed a passion for computers as a child when he encountered technical issues while gaming and taught himself how to fix them. This interest led him to pursue a career in Information Technology (IT). Now, as the AVP of IT at MontPac, he leverages his 10 years of professional experience and personal dedication to ensure smooth operations for clients. Joseph's expertise and reliability have earned him the trust of his colleagues and clients alike.
MAUEE
VP - Clients Services
Mauee graduated Magna Cum Laude in BA Accountancy and is a Certified Public Accountant. Prior to joining MontPac, Mauee worked with the Philippine affiliate of Ernst & Young. In 2012, she moved to MontPac as a Senior Associate and moved up the corporate ladder until she became the VP for Client Services. Currently, she is responsible for overseeing MontPac’s accounting operations and managing all clients from various industries.
RHODA
Director for
Client Services
Despite getting her Accounting degree in 2003, Rhoda initially faced challenges in fully practicing her degree in various corporate jobs. However, in 2012, she successfully passed the CPA board exam, reigniting her passion for accounting. Rhoda joined MontPac as a team leader and her career trajectory saw multiple promotions. Rhoda's prior experience in various companies has provided her with a unique advantage in understanding clients beyond accounting. She finds fulfillment in learning about her clients' diverse accounting systems and processes, making her role both challenging and rewarding.
JANINE
Sr. Team Leader
Janine's exceptional standards stem from her need to maintain top grades for scholarships to attend college. This drive led her to graduate Magna Cum Laude, pass her CPA board exam, and become one of MontPac's youngest team leaders. Her outgoing and gregarious personality has endeared her to colleagues at MontPac.
Why is MontPac uniquely qualified
to help you?
Quality of Work
The quality of our work is a point of pride at MontPac. We hire talented accountants and invest in their training -- both tools and CPE. We also ensure the accuracy of our output by having a senior-level staff review our work before sending anything to you.
Flexible Affiliate Relationships
You can choose between two affiliate arrangements depending on what’s right for your service offering:
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Standard Affiliate Arrangement (Private Label)
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As a Standard MontPac Affiliate, you will enjoy preferential discounts on our standard rates which will give you control on your own rates. This type of affiliate arrangement also allows you to keep your relationship and terms with your clients as we serve as back-office support for your bookkeeping function.
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For CPA firms or outsourcing firms who want to scale their business.
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Commission Affiliate Arrangement
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If allowed in your industry, leverage your broad network by referring MontPac and you can receive a percentage revenue share for every successful referral.
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For consulting firms and CFOs
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Great Margins
Our cost structure allows for your firm to enjoy significant margins while providing an excellent value for your clients. We customize each quote based on you and your clients' needs and requirements. Our affiliates achieve margins from 15% to 66% depending on the affiliate arrangement and services provided.
Secure IT Environment
MontPac has established policies and has invested in the latest IT equipment to avoid possible internal or external security threats:
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Active Directory / Security Policies
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Network Firewall
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Folder/File Access Controls
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Enterprise Endpoint Protection
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On-site and Off-site backup
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Device security policy
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Door access controls in Facilities and Data Centers
Compliant with AICPA Rules Regarding Offshoring
The AICPA requires firms to include a disclosure clause on offshoring. We provide language to include in your client contracts which meets these requirements.
Sales Support
We are happy to support your sales process by introducing the benefits of using MontPac and to address any concerns about potential workflows, communication, or range of services.
Integrating MontPac into Your Practice
Becoming a MontPac affiliate is easy. After signing an agreement with us, these are our next steps to get you up and running:
Choose an Arrangement That’s Right for You
Get discounts on our rates by becoming a standard affiliate or receive a revenue share for your referrals by choosing our commission affiliate arrangement. To know more about what suits your business better, click here and get in touch with us.
Meet Your Team
We will assign a team composed of a team leader and accounting staff for your firm. This team will discuss with you the implementation process in more detail, understand your preferences on client communication, and agree on expectations and timelines so that we operate as one cohesive unit.
