For CPA and tax firms
Monty owns and delivers the monthly bookkeeping beneath your tax and client advisory work – using AI to keep every file moving 24/7 and trained bookkeepers to protect accuracy – so preparation starts clean and advice can happen all year.
One client. One monthly close. Free. No set client minimum if you continue.
AI available 24/7
Every close human-reviewed
Tax-ready books all year
First client close free
Where firms get stuck
You do not offer bookkeeping today
01You can own the return, the tax plan, and the client relationship – but proactive advice is difficult when the books arrive late or need to be rebuilt. Referring bookkeeping elsewhere leaves the foundation of your year-round service outside the firm. Building it in-house means creating a department you never wanted to run.
You already offer or outsource bookkeeping
02Your tax team still coordinates deadlines, answers bookkeeping questions, checks quality, chases missing support, and repairs files before preparation can begin. Every new client adds another workflow for someone valuable to manage.
The bookkeeping tax
The problem is not where people sit. It is an operating model that leaves your tax firm holding the context, coordination, quality control, and deadline risk.
When context is not gathered during the year, one unanswered question can hold up the books when deadlines are already close.
Preparers and managers spend the most expensive weeks of the year repairing ledgers before they can begin the return.
A transaction that was obvious in March becomes a vague memory by filing season, creating more chasing and weaker support.
Coding errors and missed reconciliations create investigation, correction, and another review cycle before preparation can move forward.
More bookkeeping clients mean more hiring, training, seasonal coordination, and people for a partner or manager to supervise.
Client advisory services lose their value when the numbers become usable only at tax time instead of throughout the year.
Current books are the dependable foundation beneath proactive tax and client advisory services. Keep the ledger ready all year and your team can plan sooner, prepare faster, and spend its time on work clients value more than cleanup.
Readiness
Reviewed books before filing season begins
Capacity
More tax and advisory work without bookkeeping hires
Retention
More of the client relationship inside your firm
A different operating model
Transaction coding, support collection, reconciliations, accruals, draft entries, and monthly close coordination move through one operating layer.
Monty can reason over work already completed, resolve routine context instantly, and keep each file moving without waiting for the next shift or handoff.
A trained bookkeeper checks every client file so mistakes are caught monthly instead of becoming a cleanup project at filing time.
Inspect every step, focus on exceptions, or review the finished close. Your team keeps the tax relationship, treatment decisions, and level of oversight it wants.
Always on. Already in the conversation.
Monty works through email, Slack, SMS, and WhatsApp. Its AI can respond instantly using the bookkeeping context already gathered, keeping each file moving while trained human review protects the accuracy your tax team depends on.
What changes
Preparation
01Monthly coding, support, and reconciliations replace the annual bookkeeping cliff that consumes filing-season capacity.
Advisory
02Current books give your team the foundation to discuss estimates, planning opportunities, cash flow, and decisions while they can still change the outcome.
Bandwidth
03Human review catches issues before delivery, reducing the correction cycles and document chasing that quietly consume preparer, manager, and partner capacity.
Economics
04Flat monthly pricing per client, based on complexity, lets the firm expand bookkeeping and advisory services without a set client minimum.
How it works
AI moves recurring work forward throughout the year while human review protects accuracy. Give Monty one real tax client and judge how much cleanup disappears before preparation and planning begin.
Start with a business client whose QuickBooks file reflects the cleanup and recurring work your team regularly encounters. Monty runs the first close free.
QuickBooks and the systems feeding the books stay in place. There is no ledger migration and no new portal for the client to learn.
Recurring bookkeeping is prepared continuously while missing context is gathered through email, Slack, SMS, or WhatsApp – instead of accumulating before a deadline.
Coding, support, reconciliations, accruals, draft entries, and exceptions are checked monthly so errors do not survive into tax preparation.
Receive human-reviewed books with the context and support intact, then move into preparation and advisory work without rebuilding the ledger first.
Proof before promises
The first close is free so your firm can see whether AI compresses the waiting, chasing, and rework behind annual cleanup – without giving up the questions, evidence, and human review your tax team needs to trust the books.
Transactions coded with client-specific context
Receipts and supporting documents gathered
Bank and credit-card accounts reconciled
Accruals and draft journal entries prepared
Tax-relevant questions and exceptions clearly surfaced
A human-reviewed monthly close delivered in QuickBooks
Fit and boundaries
Strong fit
Fit review
Highly specialized inventory, complex consolidations, or unusual industry accounting may need a closer review before a pilot begins.
We would rather identify that early than force a client into an operating model that does not suit the books.
Transactions, support, reconciliations, and open questions are handled throughout the year instead of arriving as one annual cleanup. Your tax team begins with a reviewed ledger and more of its capacity available for preparation, review, and planning.
No. Monty is designed to own the bookkeeping operation rather than give your firm another group of people to coordinate. AI keeps context and communication moving around the clock, while trained bookkeepers review every client file.
No. Your firm retains the tax relationship, treatment decisions, return preparation, signing responsibility, and as much oversight as it wants. Monty delivers the dependable bookkeeping foundation beneath that work.
The AI is available 24/7 and can reason over the bookkeeping work already completed. Routine questions do not need to wait for a person in another time zone to begin their day.
Monty works in the channels firms and clients already use: email, Slack, SMS, and WhatsApp. The goal is to avoid another portal and capture context while it is still fresh.
Pricing is a flat monthly amount per client based on bookkeeping complexity. There is no set client minimum, so the service can grow one tax client at a time.
Highly specialized inventory, complex consolidations, or unusual industry accounting may need a closer fit review before the pilot begins.
Start from proof
Give Monty one representative tax client. We will own and deliver the monthly close so you can judge the finished books, the cleanup removed from preparation, and the year-round advisory capacity it gives back before paying us anything.
Free first close
Human-reviewed
AI available 24/7
Continue on flat monthly pricing per client, based on complexity. No set minimum.
