Montgomery Pacific Corporation

What Montgomery Pacific Corporation does

Montgomery Pacific Corporation (MontPac) is a US-headquartered outsourced accounting and fractional CFO advisory firm founded in 2006 by Henry "Monty" Montgomery III. The company delivers comprehensive back-office finance services — including bookkeeping, accounts payable/receivable processing, payroll, monthly close, financial reporting, sales/1099 tax filing, and historical clean-ups — alongside strategic CFO advisory covering financial planning, budgeting/forecasting, fundraising readiness, M&A support, board and investor communications, and capital strategy. It has served more than 2,200 companies over 20 years across nine vertical specialties: startups, SaaS, life sciences, property management, real estate brokerages, e-commerce, healthcare practices, nonprofit, and professional services.

MontPac operates a software-agnostic delivery model, supporting the major accounting, ERP, payroll, payments, expense, BI, and vertical-specific platforms its clients already use (QuickBooks, Xero, NetSuite, Sage Intacct, AppFolio, Yardi, Buildium, Stripe, Gusto, Ramp, Chargebee, Fathom, Tableau, and others). The firm is a certified Oracle NetSuite BPO Partner, allowing it to run finance operations inside NetSuite on the client's behalf. Delivery is led by a team in which more than 50% of employees are CPAs, with many holding Big 4 backgrounds; a small bench of IT-accounting hybrid professionals supports tech-stack optimization, and a two-tier review framework plus segregation-of-duties controls are used for quality assurance.

Revenue is generated primarily through monthly managed-services subscriptions and fractional CFO retainers, with engagement scopes ranging from early-stage startups to multi-entity mid-market operators. Pricing is custom-quoted on transaction volume, reporting complexity, software stack, and advisory intensity, with the firm publicly claiming 40–60% cost savings versus comparable US-based providers. Historically almost entirely referral-driven (90% of clients), MontPac began building a formal sales function in 2021 with its first sales hire and now operates a dedicated sales organization, including a UK Head of Sales. Delivery is centered in Clark, Philippines (relocated from Makati in 2016), with the US headquarters in Granite Bay, California, and a UK presence established in 2023. The firm remains founder-owned with no disclosed institutional or PE capital.

Name

Montgomery Pacific Corporation

Legal name

Montgomery Pacific Corporation

Website

https://montpac.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

101–250 employees

Short description

Montgomery Pacific Corporation (MontPac) is a US-headquartered outsourced accounting and fractional CFO advisory firm serving 2,200+ companies across nine verticals including SaaS, property management, life sciences, and healthcare, with delivery operations in the Philippines and the UK.

Ownership category

akta.pro rank

Product category

Accounting Services

akta.pro primary industry

Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

akta.pro secondary industry

Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

Keywords

• Outsourced accounting services
• Fractional CFO advisory
• Bookkeeping services
• SaaS accounting
• Property management accounting

Headquarters

HQ city

Granite Bay

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Outsourced Accounting Services: Comprehensive bookkeeping, reconciliation, monthly close, financial reporting, and accounting operations. Pricing is customized based on transaction volume, reporting complexity, accounting system needs, and level of advisory support required.
2. Fractional CFO Services: Strategic financial leadership including financial planning, forecasting, decision support, fundraising readiness. Can be priced hourly, as a tailored monthly retainer, or as a fixed project fee depending on level of strategic involvement.
3. Industry-Specific Advisory: Specialized accounting services for specific industries including SaaS, startups, healthcare practices, property management, real estate brokerages, e-commerce, life sciences, nonprofit, and professional services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Montgomery Pacific Corporation (MontPac) delivers outsourced accounting services and fractional CFO advisory to growth-stage and mid-market businesses. Its core offering, branded "Insightful Accounting," covers system setup, AR/AP processing, inventory accounting, payroll, monthly close, financial reporting, and tax/1099 filing, paired with a "Fractional CFO Services" line that provides FP&A, forecasting, fundraising support, M&A advisory, and board/investor communications. Services are delivered with a software-agnostic approach across QuickBooks, Xero, NetSuite, Sage Intacct, and other major platforms.

Product overview

Montgomery Pacific Corporation (MontPac) operates as a unified outsourced accounting and CFO advisory platform delivering two integrated core services: Insightful Accounting (comprehensive bookkeeping, payroll, monthly close, financial reporting, and compliance) and Fractional CFO Services (strategic financial planning, fundraising support, M&A advisory, and executive reporting). The company supports industry-specific verticals including SaaS, Life Sciences, Real Estate (Property Management and Brokerages), E-commerce, Healthcare Practices, Nonprofits, and Professional Services. Additional offerings include financial due diligence, custom financial projections, tech stack integration services, and managed NetSuite BPO operations. Services are delivered by over 400 employees across US, Philippines, and UK operations with tech-agnostic approach supporting major accounting platforms including QuickBooks, Xero, NetSuite, and Sage Intacct.

Differentiator

Problem solved

Functional benefit

Products and services

• Insightful Accounting Comprehensive outsourced accounting and bookkeeping service covering system setup, AR/AP processing, inventory accounting, payroll processing, monthly close, financial reporting and analysis, and payroll/sales tax/1099 filing for business clients.
• Fractional CFO Services Part-time strategic CFO advisory covering financial planning and analysis, budgeting and forecasting, funding and exit strategies, board/investor/lender communications, capital strategy, mergers and acquisitions, and financial statement preparation for growing businesses.
• SaaS Accounting Specialized outsourced accounting for SaaS companies including subscription billing, deferred revenue, MRR/ARR tracking, churn/retention metrics, and SaaS-specific KPI dashboards for investor reporting.
• Property Management Accounting Outsourced accounting for property management companies including transaction processing, owner reporting, trust account reconciliation, and audit preparation for portfolios ranging from 10 to 5,000 doors.
• Brokerage Accounting Accounting services for real estate brokerages including commission tracking, agent split management, escrow reconciliation, and regulatory compliance including 1099/T4A filings.
• E-commerce Accounting Outsourced accounting for e-commerce businesses including inventory management, product cost tracking, gross margin analysis, and multi-jurisdiction sales tax compliance.
• Nonprofit Accounting Accounting services for nonprofit organizations including restricted/unrestricted fund tracking, grant reporting, donor fund accounting, board-ready financials, and 990 preparation support.
• Professional Services Accounting Accounting for service-based businesses (consulting, legal, plumbing, etc.) including client/project profitability analysis, billable staff utilization tracking, and overhead optimization.
• Healthcare Practice Accounting HIPAA-compliant accounting and bookkeeping for medical, dental, and therapy practices including EHR integration, medical billing nuances, revenue cycle insights, payer mix analysis, and practice financial health reviews.
• Life Sciences Accounting Accounting services for biotech and medical device companies covering R&D accounting, clinical trial financials, cash burn management, milestone tracking, and financial projections through to revenue.
• Startup Accounting Financial reporting and CFO services for startups including investor-ready reports, cash flow reporting, burn-rate calculations, runway projections, and due diligence support.
• System Evaluation and Integration Technology stack assessment, integration and implementation support, cleanup and optimization of existing tools, workflow building between applications, and migration support when switching tools.
• NetSuite BPO Services Managed finance and accounting operations delivered on Oracle NetSuite ERP as a certified NetSuite BPO Partner, without clients needing to license or manage the platform themselves.
• Financial Due Diligence Due diligence support for startups and investors including verification of financial statements and projections, revenue recognition validation, bookings-to-revenue-to-cash cycle analysis, and acquisition guidance.
• Financial Projections Three-to-five-year financial modeling using proprietary templates customized to client business models, supporting fundraising due diligence and board reporting.

Quantifiable outcome

• 40-60% cost savings compared to comparable US-based services
• +2 more outcomes

Named customers8 records

Segments9 records

Ideal customer profiles9 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration44 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Oracle NetSuitecoreTechnology or Integration · 1 January 2025MontPac is a certified NetSuite BPO Partner, enabling them to manage finance and accounting operations on Oracle NetSuite ERP without clients needing to buy or manage the system themselves.
• Bayanihan Pacific FoundationminorOthersMontPac-sponsored public charity foundation that supports people of the Philippines in times of greatest need. Financial support from MontPac is limited by public donations.
• NetSuitecoreTechnology or IntegrationAs a NetSuite BPO Partner, MontPac provides full ERP support. MontPac supports NetSuite for advanced ERP implementations without clients needing to manage licensing.

Scale indicators9 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Pilot: Pilot.com is a leading US-based outsourced bookkeeping, accounting, and CFO services firm focused on startups and SaaS companies. Directly comparable to MontPac on core customer base (SaaS/startups) and core service offering (bookkeeping + fractional CFO), with both emphasizing NetSuite/Xero/QuickBooks expertise.
• Bookkeeper360: Bookkeeper360 is a US-based outsourced bookkeeping and accounting firm offering cloud-based bookkeeping, CFO advisory, and tax services to SMBs across multiple verticals. Directly comparable to MontPac's "Insightful Accounting" + "Fractional CFO" bundle and its software-agnostic platform support.
• Bench (now part of Thread): Bench was a US/Canada-based outsourced bookkeeping platform serving SMBs with software-augmented human bookkeeping. Despite its restructuring, it remains a relevant comparable for MontPac on outsourced bookkeeping positioning, SMB target customer, and recurring monthly service model.
• CFOshare: CFOshare provides fractional CFO and outsourced accounting services to mid-market and growth-stage companies across the US. Comparable to MontPac's fractional CFO service line and to its vertical-specialized approach (industries include SaaS, healthcare, manufacturing).

Emerging players

• Paro: Paro is an AI-powered marketplace that connects businesses with fractional finance and accounting professionals. Comparable to MontPac on the fractional/outsourced finance professional delivery model, but uses a marketplace architecture rather than employed staff.
• Relay Financial: Relay is a fintech platform offering business banking, bill pay, and integrated bookkeeping workflows for SMBs. Adjacent rather than direct competition - competes with MontPac's automation story but does not yet offer full-service outsourced accounting.
• Ignites (formerly Botkeeper): Botkeeper (rebranded Ignites) provides AI-augmented bookkeeping and accounting services to SMBs and accounting firms. Comparable to MontPac on the human + technology hybrid bookkeeping delivery model and SMB target market, but with heavier emphasis on proprietary AI.

Broad incumbents

• Anders CPAs + Advisors: Anders is a US-based full-service CPA and advisory firm offering accounting, tax, audit, technology, and wealth services to mid-market companies. Comparable to MontPac on the integrated accounting + advisory positioning, but operates as a more traditional onshore firm with no offshore delivery model.
• BDO Global: BDO is a top-5 global accounting and advisory network offering audit, tax, and outsourced finance services across industries. Comparable to MontPac on the outsourced accounting / fractional CFO service line for SMB and mid-market clients, but at significantly larger scale and traditional onshore delivery.
• Intuit QuickBooks Live: QuickBooks Live is Intuit's own human bookkeeping service bundled with QuickBooks Online. Competes directly with MontPac's bookkeeping offering for SMB customers using QuickBooks, and benefits from Intuit's distribution scale - a structural threat to MontPac's QuickBooks-dependent client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/montpac
• Facebookfacebook.com/MontPac
• LinkedInlinkedin.com/company/montpac

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Montgomery Pacific Corporation