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OUR SERVICES

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Save Time & Mindshare to Focus on Your Highest Impact Work

We manage your finance back office accurately and efficiently so you can focus your time and mindshare on building.

  • Accrual-Based Bookkeeping

  • Payroll Management

  • Accounts Payable & Receivable, Order-to-Cash

  • Expense Management & Reimbursement

  • Vendor & Contractor On-boarding

  • Month-End Close Process

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Communicate Clearly and Credibly with Stakeholders

Your financials and KPIs will speak volumes — to investors, partners, and auditors.

  • GAAP-Compliant Financial Statements

  • Board & Investor Reporting

  • Audit & Tax Support

  • 409A Valuations

  • Equity Management & Cap Table Support

  • Forecasting vs Actuals (PvA) Reporting

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Partner with a Strategic CFO

Get expert C-level support to guide high-stakes decisions and unlock long-term value. We can be your closest internal business partner and sounding board.

  • Fundraising Strategy & Support

  • Investor Negotiation Support

  • Strategic Pricing & Business Model Advice

  • Cash Runway & Burn Analysis

  • Go-to-Market Finance Strategy

  • M&A and Exit Planning

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Make Smarter, Faster Decisions

We build financial models, reports, and custom dashboards that empower you and stakeholders to act confidently.

  • Financial Modeling Tailored to Your Business Model (3-way, SaaS, AI, etc.)

  • Revenue Forecasting & Scenario Planning

  • Custom KPI Dashboards

  • Budgeting

  • Unit Economics Analysis

  • Customer Lifetime Value Modeling

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Stay Compliant & Due Diligence-Ready

Never scramble for tax season again; you probably don’t know what you don’t know. We’ve got it covered, proactively.

  • HR Operations

  • Compliance Calendar Management

  • 1099 and Sales Tax Filings

  • Audit Readiness Checklists

  • Internal Controls Documentation

  • Legal Entity & Nexus Tracking

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Realize ROI from Day One

Matcha’s services aren't just costs — they’re value multipliers.

  • Revenue Operations

  • Vendor Negotiations

  • Benefits Renewal

  • SaaS Metrics Optimization

  • Headcount Planning & Compensation Benchmarking

  • Tech Stack Rationalization & Automation Advice

  • Due Diligence Prep for Fundraising or M&A

  • Clean-Up and Historical Catch-Up Projects

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Turn Data into Insights Through Integration & Automation

From messy, siloed, raw data to integrated and streamlined data flows and decision-ready dashboards — we build scalable financial data infrastructure so you don’t have to.

  • Data Pipeline Design & Automation (“ETL for Finance”)

  • Centralized Source-of-Truth Setup (e.g., Liveflow, GSheets, etc. )

  • Live KPI Dashboards (Cash, Revenue, Headcount, etc.)

  • Source System Integration (QBO, Gusto, Ramp, Stripe, Hubspot, Salesforce, and many more)

  • Learn more