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Did you know that you can take on more bookkeeping by doing less bookkeeping?
SERVICES
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.
INTERCOMPANY RECORDING & RECONCILIATION
We capture and reconcile intercompany transactions and consolidate financial reports.
BANK TRANSACTIONS PROCESSING & MONITORING
We typically have view-only access to your online bank accounts to review your bank statements and record bank transactions as needed. We also monitor the balance of your bank accounts.
MONTHLY/QUARTERLY/ANNUALLY FINANCIAL CLOSING
We record accruals, deferrals, amortizations, etc., close and reconcile the books monthly or quarterly, as needed.
FINANCIAL STATEMENTS AND REPORTS
Depending on your needs, we prepare financial statements which include a statement of financial position, income statement, and balance sheet schedules. We also prepare Key Performance Indicator reports as requested.
1099 PREPARATION & FILING
We collect W9s, identify 1099 reportable vendors and transactions and file 1099 forms to meet your tax filing requirements.
SALES AND USE TAXES
We do sales tax research and determine if your clients’ products are taxable or if you are required to register with the state/county, register sales tax permits and compute and file sales tax.
*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)
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A. Why is MontPac uniquely qualified to help you?
a. 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.
b. Scalable Service Orientation
You can choose between two affiliate arrangements depending on what’s right for your service offering:
a. Standard Affiliate Arrangement (Private Label)
i. 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.
ii. For CPA firms or outsourcing firms who want to scale their business.
b. Commission Affiliate Arrangement
i. 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.
c. Great Margins
■ Our cost structure allows for your firm to enjoy significant margins and an excellent value for your clients. We customize each quote based on you and your clients’ needs and requirements.
d. 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
e. 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.
f. 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.
g. CTA: Contact us for more information
A. Affiliate Arrangements
a. Choose an arrangement that’s right for you.
■ 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.
■ CTA: Contact us for more information
B. How do I get started with MontPac?
a. Becoming a MontPac affiliate is easy. After signing an agreement with us, these are our next steps to get up and running:
■ 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.
C. Contact Us
a. Photo: https://drive.google.com/file/d/1KkdIEM3tnBFNWQ4vLhP2YZxn46p1WiMw/view?usp=sharing
b. To understand more about the benefits of engaging with MontPac, schedule a 30-minute call with us.
■ Calendly