BROKERAGES

Close More Deals. We'll Handle the Numbers.

Real estate brokerages juggle commission tracking, agent payments, transaction accounting, and regulatory compliance, often all at once.The complexity of managing multiple agents, deals, and closings can quickly overwhelm internal teams without the right accounting partner. That’s where MontPac comes in.

We understand the financial intricacies that come with running a successful brokerage—

from commission splits and escrow accounting to forecasting cash flow and preparing for tax season. Whether you're operating a boutique firm or managing multiple offices, we’ll provide the financial clarity you need to run a more profitable business.

Your Brokerage, Backed by MontPac’s Financial Expertise

With two decades of experience supporting real estate operations, MontPac delivers customized accounting services for brokerages of all sizes. We work seamlessly with your transaction coordinators, escrow officers, and back-office teams to keep your books accurate, timely, and compliant—while giving you the insights to lead with confidence.

How we help Brokerages:

Tracking commissions and managing agent splits
Processing transactions and handling deal-related accounting
Reconciling escrow and trust accounts in compliance with regulatory guidelines
Preparing monthly brokerage financial statements
Setting up and maintaining back-office systems
Providing detailed reports by office, agent, or team
Assisting with 1099 (US) and T4A (Canada) tax reporting and filings
Forecasting cash flow and agent performance metrics
Supporting audit preparation and compliance documentation

Systems Used

Talk with an expert to see if MontPac is right for your business.

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Talk with an expert to see if MontPac is right for your business.

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About
Montgomery Pacific Corporation (MontPac) is the foremost outsource accounting and CFO Advisory firm for the past 20 years. Whether you are a startup, hypergrowth company or venture fund, we provide a complete set of back-office services so you can focus on growing your organization. We are your strategic partner at every stage and collaborate with you and your team on your vision.
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