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
Skip the Hiring Headaches
Why hire multiple specialists when you can have an entire expert team for less? MATAX becomes your back-office powerhouse—handling operations, accounting, tech integration, and automation. One seamless solution for a fraction of the cost.
Think of us as your:
Controller for Operational Oversight
Accounting Team for Daily Transactions
Tech Team for System Automation
Operations Crew for Workflow Optimization
All working in perfect sync, without the overhead.
DEDICATED U.S. TEAM
Your timezone, your schedule
Direct access to experts
Clear communication
Consistent support
DEEP EXPERTISE
Our team is adept in:
Accounting, Business Management
Ethical AI, Process Optimization
Technology Implementation
PROVEN RESULTS
Real-time data accuracy
Scalable Solutions
Strategic Problem-Solving
Cost-effective implementation
Who We Work With and What We Do
SAAS & TECHNOLOGY
Back-Office Automation that Scales with You
Optimize Workflow with Growing Teams
Implement Remote-First Processes and Technology for Remote Teams
Train and Support your Internal Staff
Provide Continued Support
With A2X, connect Amazon Seller, FBA, and Shopify Marketplace to your Accounting System
Enable Payment Solutions
Expense and Inventory Optimization
Real-time Cash Flow Management
Sales Tax Tracking
PROFESSIONALS & CREATIVES
Automated Client Billing
Expense Tracking
Project Cost Tracking
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.