Bookkeeping, Payroll, Advising and more

Whether you’re working from a shoebox and a ledger, accounting software, or nothing at all – MATAX will carefully assess your needs and daily habits to design and support a unique bookkeeping system, using Xero, that saves you time and money. Ready to bring it all in house?  We will train your staff and continue as your trusted advisors.  

MATAX is agile in the ever-growing marketplace of industry add-ons and can seamlessly integrate your system, convert your current accounts, and bring your finances into focus.

 

Plans to Fit Any Business

Doing it all, MATAX empowers you to plan, forecast and build.

Bookkeeping

Monthly Updates
Monthly Reconciliations
Quarterly Reports
Unlimited Email Support

Starting from $249/month

Accounting

Most Popular

Weekly Updates
Monthly Reconciliations
Monthly Reports
Unlimited Email & Phone Support
Payroll
Integrations Support

Starting from $449/month

Advisor

Training: Processes & Routines
Daily Updates
Weekly Reconciliations
Weekly Reports
Unlimited Email & Phone Support
Payroll
Accounts Payable Management
Accounts Receivable Management
Integrations Support
Strategic Advisor Meetings
Budgeting and Forecasting
Specialty Reporting
Ongoing Process & Systems Review

Starting from $749/month

Xero Set-up or Conversion

 

New to cloud accounting? No problem. Our comprehensive Xero conversion and system setup package let’s us get to know you and your business so we can deliver a system made for you.

 
 

Listen

Build

Customize

Launch

 

Who We Work With
 

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Creatives & Designers

Sole Proprietors don’t have to do it alone. We set up easy processes to help you stay organized so you can keep creating.  By giving you the support of a full bookkeeping department, your small business can have a large impact with key insights, information and tools right at your fingertips. From time tracking to expenses and invoicing, we balance the books so you don’t have to. MATAX ensures businesses of all sizes can achieve the firm financial foundation needed to create their path to success. 

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Restaurants & Tap Rooms

Say goodbye to paper receipts, invoices and spreadsheets.  MATAX will strategically link your point of sale, inventory, and payroll to your accounting system, so you can easily track food costs, see your margins and gauge your performance in real time. From fine dining to food trucks, we help foodies, chefs and owners keep the books so you can keep on cooking.

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Online & Storefront Retailers

MATAX gets you linked and synced. We specialize in giving retailers a real time snapshot of their business anytime, anywhere. We monitor your systems to ensure they are working together to give you the insights you need to grow. We get to know how your business works, so you can work your business - with the confidence that your purchase orders, inventory tracking, payment processes, and sales are accurately recorded and reconciled.

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Professional Services

MATAX supports you so you can support others. From establishing systems that organize and simplify your accounting practices to basic bookkeeping training, we work with you and your staff to provide the critical backend support your business needs. We provide fully comprehensive services to manage your invoicing, bill payment, payroll, and reconciliations, generating critical reports and expert insights to help your business thrive.

Our Thoughts

Additional Services:

  • Accounts Payable
  • Invoicing
  • Payroll
  • Planning
  • Sales Tax Reporting
  • Training

We’re ready to get started.
Are you? 

Phone:
415.786.9691

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