Learn how professional bookkeeping services provided by MATAX will transform your profits into reinvestment opportunities.

Get all the answers you need about your Xero accounting with help from a MATAX Xero advisor. Learn how to properly set-up, use, and optimize your finances today!

Want to avoid paying more than you should come tax time? Here are some tips for small business tax preparation from the pros at MATAX!

Management Accounting & bookkeeping, Xero Training, Xero Advisors, Xero experts

All accurate aspects of the business; each a practiced and experienced area we provide clients.  However, the company name is much more personal than that.

As Xero advisors, here are five steps to starting a business according to your expert accountants.

There are some things in life that go together well and others that definitely do not. Business and personal finances are in the category of items that should not be mixed.

Everyone likes making money, especially small business owners. Invoicing, however, is typically one of the tasks that small business owners like the least.

No one really likes talking about their death, which makes updating—or even writing—a will an unpleasant experience. Often, people put off thinking about their will for another day, assuming they have a lot of time to deal with it.

Small business owners know that to find a loyal customer base, they have to stand out from their competitors. One of the best, and easiest, ways to do that is to have outstanding customer service. How you treat your customers reflects your entire business.

Healthy cash flow is important for any business, but particularly for small business owners in those first few “make it or break it” years.

Business owners who set clear payment terms with their customers, invoice quickly, and follow up on late payment can avoid the dreaded cash flow crunch that can quickly put them out of business.

These simple guidelines for setting payment terms can help you get paid quickly and maintain a steady cash flow.

Most small business owners who use accounting software quickly master the basics. They automate processes like invoicing and payroll, track expenses and view real-time financial reports to manage cash flow and make better business decisions.

But what many business owners don’t take advantage of are key insights that can improve customer care and increase sales. Here are some smart ways you can use your accounting software to help boost your bottom line.

Keeping track of sales, earnings, expenses, and purchases is fundamental to the overall health and sustainability of your business. Effective bookkeeping produces the data you need to evaluate your current practices, anticipate challenges, and set attainable future goals.

But despite their proven importance, many business owners dread and avoid accounting tasks. In fact, 40% of surveyed entrepreneurs claim that bookkeeping is one the worst parts of running a business!

Wondering if it’s really worth the aggravation?

Here are four reminders of how effective bookkeeping is the cornerstone of small business success.

An efficient and secure way to handle back up contracts, receipts, invoices, bills and a slew of other documents related to your accounting file is to utilize the Xero Files Library.

Ever wondered what new features Xero has just unveiled ? Want to know when your bank feed needs attention or an upload you sent into files had an issue ?  Notifications is the place to turn.

Provide valuable insights and practical tips on using Xero accounting software to streamline daily workflows, and enhance productivity, while highlighting time-saving date shortcuts and integrated tools.

Showcase the time-saving capabilities of the Xero + icon for quick transaction creation and transactions.

Today — it’s all about using shortcuts and downloading the xero mobile app.

Did you know that from every screen in Xero*, you can search for transactions and contacts?

Start with the ?  icon, type in a short description of your woe or need and chances are good there will be a link or two taking you to the answer.  If you want a bit more information, look no further than the Xero Guide.  Here you will find a plethora of information on every aspect of Xero; the broad ‘how to’s’ and the small ‘who-knew?’s’.

Two weeks after Xerocon and the momentum continues. In fact, it is growing.  The two days spent here in SF learning, meeting and acquiring was a fast paced juggernaut of inspiration, tools and connections.