Client Advisory Services (CAS)
As a startup founder, your time is too valuable to waste on admin tasks. Our Client Advisory Services (CAS) are designed to help you focus on scaling your business while we handle the complexities of your accounting and operational infrastructure. We specialize in workflow optimization, implementing no-code automation, and using ethical AI tools to build a back office that streamlines every aspect of your business.
We take the time to understand your business and establish organized systems and streamlined processes that lower costs, save time, and boost productivity.
We Handle the Following So You Don’t Have to:
OPERATIONS
Moving to the Cloud
Payroll Setup with Gusto
Bookkeeping Training
Workflow Automation & Mgmt
Document Management
Sales/Proposal Management
Inventory Management
FINANCE
Ongoing Bookkeeping and Accounting
Cost Reporting
Cash Flow Monitoring & Forecasting
Expense Management
Budgeting/Planning
Accounting Review & Cleanup
Back Book Reconstruction
Audit Support
TECHNOLOGY
Integration
Recommendations
E-commerce storefront
Implementation
Training
Monitoring
Support
Support
“The MATAX team can always be counted on to be one step ahead, and quite often anticipate our needs and are quite supportive beyond just ensuring our financials are in order. I'm thankful they're a part of our team.”
— Mayur Shah | CFO - Lifelenz
What You Get with MATAX
DEDICATED SUPPORT
We are an extension of your team
For a fraction of the cost of a direct hire, MATAX can act as your back-office hub. Ongoing or one-off service. What you need, when you need it. Operations, Accounting, Technology Integrations, Automations.
We’ve got you.
✅ DEDICATED
Our employees are 100% U.S. based.
You have a dedicated team.
We work in your Time Zone.
We work with your timelines on deliverables.
✅ EXPERIENCED
Our team is adept in Accounting,
Business Management
& Technology.
We’ve seen it all and enable supportive, empowering, knowledgeable collaborations.
✅ PROFICIENT
We work in a timely manner on all things.
Accuracy is a must.
We utilize the best tools to ensure real-time outputs and data integrity.
✅ FOCUSED
We are solutions oriented.
We identify the source of a challenge, then systematically and strategically solve it, saving you time and minimizing cost.
Who We Work With and What We Do
Connect Amazon Seller, FBA and Shopify Marketplace to Accounting System and more
Set up Inventory Tracking
Enable Payment Solutions
Build and Manage Cash Flow
Manage Expense and Debt Repayment Planning
Sales Tax Tracking
SAAS & TECHNOLOGY
Setup and Maintain Back Office Systems-Admin, Accounting, Payroll
Optimize Workflow with Growing Teams
Implement Cloud-based Processes and Technology for Remote Teams
Train Internal Staff as you Grow
Provide Continued Support
PROFESSIONALS & CREATIVES
Client Billing & Invoicing
Expense Tracking
Project Costing
Budget and Scenario Planning, Forecasting
Labor Burden, Break-Even Calculators
Revenue Recognition
Ready to get started?
Not sure where to begin? That’s ok. It all begins with a conversation.