INSIGHTS & RESOURCES

The MATAX Blog: Ops and Accounting Insights for Founders

Actionable advice, operational playbooks, and strategic deep dives to help you scale your business without the chaos.

Ask Your Xero Advisor
Julie DeVincenzi Julie DeVincenzi

Ask Your Xero Advisor

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!

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Why MATAX?  Where did our name come from?
MATAX Julie DeVincenzi MATAX Julie DeVincenzi

Why MATAX? Where did our name come from?

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.

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Separating Personal and Business Expenses
Julie DeVincenzi Julie DeVincenzi

Separating Personal and Business Expenses

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.

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Three ways to speed up invoicing
Julie DeVincenzi Julie DeVincenzi

Three ways to speed up invoicing

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

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Three Reasons to Focus on Fantastic Customer Service
Julie DeVincenzi Julie DeVincenzi

Three Reasons to Focus on Fantastic Customer Service

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.

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How to set your small business payment terms
Julie DeVincenzi Julie DeVincenzi

How to set your small business payment terms

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.

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Why Bookkeeping is Crucial to Your Success
Julie DeVincenzi Julie DeVincenzi

Why Bookkeeping is Crucial to Your Success

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.

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Xero Files Library
Julie DeVincenzi Julie DeVincenzi

Xero Files Library

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.

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