Exclusive Offer for GBx Members:
Complimentary CFO 360 Review by MontPac
How ready are you for raising capital, scaling up, or an exit? Navigating the complex US financial landscape is challenging—let MontPac’s experts guide you.
As a British entrepreneur venturing into the US market,
you face unique accounting and financial challenges that can hinder your success. From navigating US GAAP to managing complex tax regulations, the journey can be daunting.
MontPac is an outsourced accounting and financial management firm
with personnel in the US, UK, and the Philippines, a home to highly qualified and skilled accountants.
300+
employees serve clients in the US, Canada, UK, Hong Kong, & Singapore. Our clients work in a diverse range of industries and we specialize in startups and scale-ups in SaaS, E-Commerce, Life Sciences, FinTech and CleanTech.
As a British entrepreneur venturing into the US market,
you face unique accounting and financial challenges that can hinder your success. From navigating US GAAP to managing complex tax regulations, the journey can be daunting.
MontPac is an outsourced accounting and financial management firm
with personnel in the US, UK, and the Philippines, a home to highly qualified and skilled accountants. MontPac’s 300+ employees serve clients in the US, Canada, UK, Hong Kong, & Singapore. Our clients work in a diverse range of industries and we specialize in startup, SaaS, and property management accounting.
As a valued GBx member, MontPac offers a free 360 CFO Review to help you.
What is CFO 360 Review?
A CFO and accounting team review of a new client or potential client’s financial and administrative status.
What is CFO 360 Review?
A CFO and accounting team review of a new client or potential client’s financial and administrative status.
What we will review:
Accounting & Financial
- Chart of accounts structure
- Status of monthly close
- Key accounting policies (revenue recognition, cost accounting)
- Supporting schedules
- Financial model or budget stress test
- Burn rate and estimated cash out date
- Sales contract
- Cap table tie out to equity section
- Debt schedules
- Inventory accounting
- Fixed asset accounting
- Staff knowledge and skill
- A/P Aging and A/R Aging reviews
- Review of Journal entries
Systems
- Accounting system (GL)
- Other financial tech stack
- Payment and disbursement systems
Risk & Compliance
- Insurance policies and limits in place and needed
- Income tax returns status
- Property tax return status
- DE Franchise and CA Statement of Information status
- Sales and Use tax nexus and need for deeper nexus search
- W2 vs 1099 classification
- Workers compensation
- Internal control check
- Owner draw versus salary
Administration & Controls
- Human Resources compliance
- Document storage
- Employment agreements and assignments of invention
- Signing authority
- Expense and travel policy
- System access
- Sales contracts transferable with change of control
Sign up today to get your free CFO 360 Review.
As a valued GBx member, MontPac offers you the expertise needed to navigate the US financial landscape.