Insights and 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.
Crafting Your Year-End Plan and 2024 Goals
Use this handy checklist and step-by-step guide to craft your end of year plan and set clear goals, helping you wrap up the year’s books with confidence.
SMB Tax Preparation: Tax Tips for New Business Owners
Tax preparation tips for new business owners - stay organized, maximize refunds, and avoid penalties. Consult with MATAX for expert accounting services today!
Five steps to starting a business off right
Start your business successfully with five key steps: legal requirements, separate finances, professional help, Xero software, and effective communication.
4 Key Areas to Evaluate in Your Business Budget
Evaluate your business budget effectively with these 4 key areas - technology, human resources, automated systems, and consultants. Plan for success this year!
How to keep your finances on track
When it comes to your finances, it’s a good idea to check in on your progress periodically, to see if any adjustments to your budget or changes in your habits are necessary.
Best Apps for Q3 2022: Gusto, Google Drive, A2X
Discover the best apps for Q3 2022, including Gusto, Google Drive, and A2X, to streamline operations, save time, and increase efficiency for your business.
How Much Cash Does My Business Really Need?
Discover how much cash your business needs to survive and grow. Learn about factors that determine your cash requirements and schedule a free consultation.
4 Money Saving Tips for Business Owners
Running a successful business requires you to make smart decisions about everything from who you hire to how you spend your money. There are many legitimate expenses to cover, but it’s easy to overspend in areas that aren’t helping you or your business.
Five Ways to Manage a Healthy Cash Flow
We cannot stress further the importance of properly managing your cash flow to ensure the smooth running of your business. However, in times of crisis such as the ongoing COVID-19 pandemic, this becomes more than important– managing your cash becomes a necessity for survival.
Identify your break-even point to Boost Business Success
Learn how to identify your break-even point and make informed business decisions. Calculate fixed and variable costs to determine your break-even sales volume.
7 Practical Tips to Trim Your Overhead Expenses
In this article, we will give you some smart and practical tips that you might not have considered to lessen your costs while maintaining employee and customer satisfaction.
If My Business Is Making a Profit, Where Is the Cash?
Discover why profitable businesses may still have no cash in the bank and how to address this common issue. Learn practical tips for managing cash flow.
Top Business App Integrations for March 2021
Discover top business app integrations for March 2021, streamlining workflows, spend management, reporting automation, and efficient project management.
Top Business Apps: February 2021 Picks & Reviews
Discover top business apps hand-picked for February 2021 by the MATAX team: Roger, Xavier Analytics, Float, and Calendly. Streamline operations and save time!
5 Most Common Accounting Mistakes That Could Hurt Your Business
Many small business owners tend to handle their own accounting and bookkeeping, especially when they’ve just started out. However, keeping track of the finance-side of the business– everything from income to expenses to tax compliance– can be overwhelming.
Update your business plan for a new year
Get ready for a successful new year with expert tips on updating your business plan for growth and financial planning. Stay competitive and achieve your goals.
Top Business Apps to Boost Efficiency in December
Discover the top business apps to boost efficiency in December 2020. From accounting integrations to video conferencing tools, find the ideal solutions.
How cash flow forecasts can help you
Managing cash flow is a vital part of running a successful business. Some business owners think managing cash flow simply means keeping track of how much money enters and leaves their business, but there’s actually more that goes into it.
Beyond COVID-19 – How to build value in your business
Learn post-COVID-19 strategies to enhance business value: stability, customer base, cash flows, marketing, financial control, systems, and brand growth.
Battling Through COVID-19: Finance Tips for Business Survival
We’ve heard this before: the COVID-19 pandemic is an unprecedented global health and financial crisis that has caught many off guard. While the threats to human life are very real, the damage to the health of businesses is really just starting to show.