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.
MEMo™
the MATAX Ecosystem Model
Transform your Operations for Reactive to Proactive
What is MEMo™?
The MATAX Ecosystem Model (MEMo)™ is our proprietary framework that revolutionizes how growing businesses optimize their operations. Instead of treating accounting, operations, and strategy as separate functions, MEMo maps the interconnected relationships throughout your entire business ecosystem.
Think of your business as a living organism—when one system is out of sync, it affects everything else. MEMo helps you see and optimize these connections, creating unprecedented efficiency and sustainable growth.
The MEMo™ Difference
Traditional approaches focus on fixing individual problems. MEMo recognizes that your business success depends on how well all your systems, workflows, and strategies work together.
Our framework addresses three essential layers of your business:
Systems: The technology foundation that captures and processes your data
Workflows: The processes that move value through your organization
Strategy: The insights and decisions that drive your growth
By optimizing these interconnected layers, MEMo transforms your business from constantly fighting fires to proactively building for the future.
Who Benefits from MEMo™?
MEMo is designed for technology-forward businesses with 1-100 employees who are ready to move beyond basic bookkeeping to comprehensive business optimization.
Perfect for companies that are:
Experiencing or planning significant growth
Ready to integrate their systems for maximum efficiency
Committed to building sustainable operational foundations
Looking for a strategic partner, not just a service provider
The Measurable Impact
Our clients experience transformational results:
65% reduction in manual processes
90% improvement in forecasting accuracy
60% faster decision-making
70% increase in strategic initiative success
Beyond the Numbers
MEMo creates profound qualitative improvements:
Leadership Evolution: Shift from reactive problem-solving to proactive optimization
Team Productivity: Reduced administrative burden, increased focus on strategic work
Competitive Advantage: Superior operational efficiency compared to competitors
Investment Readiness: Financial systems that meet investor due diligence standards
Scalability Foundation: Systems designed to support 3-5x growth without major redesign
Ready to Transform Your Business Ecosystem?
MEMo isn't just another business framework—it's your roadmap to operational excellence and sustainable growth. By understanding and optimizing the connections within your business ecosystem, you'll achieve the kind of efficiency and strategic clarity that distinguishes market leaders from the competition.
Contact us today to schedule your MEMo Discovery Session and see how ecosystem thinking can transform your business.
“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
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
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
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.