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SERVICES

Services

Did you know that you can take on more bookkeeping by doing less bookkeeping?

INVOICING & ACCOUNTS RECEIVABLE

We record your invoice details in your accounting software and prepare them regularly based on contract, sales order, or invoicing schedules.

BILLS & PAYMENTS PROCESSING

 We process vendor bills daily or weekly, match to delivery receipts or purchase orders (as appropriate) and secure necessary approvals so they are ready for payment.

PAYROLL

We run payroll based on schedule and record the payroll entries.

*If you are looking for a service that you don’t see on the list, we’d love to have a conversation about your needs (+ CTA)

Meet The Team

The Team
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MONTY

Monty grew up in a family of accountants, making the field a natural fit for him. He has 28 years of experience in accounting. As President and CEO of MontPac, Monty helps CPA firms grow by providing bookkeeping support. With MontPac taking on that function, CPA firms are able to spend more time on the things that matter most -- their core expertise, relationship development, and higher margin activities. 

Choose an arrangement that’s right for you...

As a Standard MontPac Affiliate, you will enjoy preferential discounts on our standard rates which will give you the control on your own rates. This type of affiliate arrangement also allows you to keep your relationship and terms with your clients as we will serve as a back-office support for your bookkeeping function.
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   For CPA firms or outsourcing firms who want to scale their business.

Standard Affiliate Arrangement (Private Label)

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Commission Affiliate Arrangement

 If you have a broad network and you understand the value that MontPac offers, feel free to refer us and receive a percentage revenue share for every successful referral.
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CONTACT US
Contact us for more information

CTA

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  • 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 them to you.
  • Scalable Service Orientation
    You can choose between two affiliate arrangements depending on what’s right for your service offering: - Standard Affiliate Arrangement (Private Label) - As a Standard MontPac Affiliate, you will enjoy preferential discounts on our standard rates which will give you the control on your own rates. This type of affiliate arrangement also allows you to keep your relationship and terms with your clients as we will serve as a back-office support for your bookkeeping function. - For CPA firms or outsourcing firms who want to scale their business. Commission Affiliate Arrangement - If you have a broad network and you understand the value that MontPac offers, feel free to refer us and receive a percentage revenue share for every successful referral.
  • Great Margins
    Yes! Users can add video from YouTube or Vimeo with ease: Enter App Settings Click the "Manage Questions" button Click on the question you would like to attach a video to When editing your answer, click on the video icon and then paste the YouTube or Vimeo video URL That's it! A thumbnail of your video will appear in answer text box
  • Secure IT environment
    MontPac has established policies and had invested in IT equipment to avoid possible internal or external security threats: - Active Directory / Security Policies - Network Firewall - Folder/File Access Controls - Enterprise Endpoint Protection - On-site and Off-site backup - Device security policy- 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 you to include in your client contracts which meets these requirements.
  • Sales Support
    If you would find it helpful, MontPac can be involved in your sales process by introducing the benefits of having bookkeeping done offshore and addressing any concerns.
  • CTA: Contact us for more information
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Why MontPac
Affiliate Arrangements
Get Started
Contact Us

How do I get started with MontPac?

Becoming a MontPac affiliate is easy. After signing an agreement with us, these are our next steps to get up and running:
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Workspace
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Meeting your team
You will be assigned to a team of experienced accountants who will perform various accounting tasks for your clients, from simple processing to the complex reports and reconciliations.
Account and systems setup
MontPac will set up and work with the systems and software used by your clients to ensure a smooth and efficient workflow. 
Kick-off call
We will discuss with you the implementation process in more detail, get an understanding of your clients’ accounting processes, and agree on expectations and timelines.
Accounting & Bookkeeping
Finally, we will send over a work order arrangement for every client that you will assign to us. Then, we will start doing the agreed-upon accounting work for your clients, from cleanup work, fine-tuning existing procedures to taking over regular accounting tasks. On a monthly basis, we will close the books and submit the monthly financial package.

CONTACT US

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SET UP A CALL

To understand more about the benefits of engaging with MontPac, schedule a 30-minute call with us.
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