Secure Your Firm’s Future While Staying Independent
Matrix Accounting partners with accounting, tax, bookkeeping, payroll and fractional CFO businesses nationwide.
Matrix Accounting partners with small-to-medium sized accounting practices.
Founded by an Enrolled Agent and a Fractional CFO professional, Matrix Accounting buys ownership stakes in accounting practices.
We are actively seeking partnerships with accounting firms. The Matrix team has a track record of successfully investing in and scaling businesses.
We’ve hired accounting staff, updated legacy accounting software, planned successions and developed pricing strategies. We understand the challenges and opportunities accounting firms face.
Owner-First Philosophy
You know your business best, and our goal is to support you in running it, not change it. We don’t want to make changes to your culture, your team, and want you to run the business how you want to run it.
You Retain Autonomy
Decisions should be made by those who are closest to the customer. That's why we operate with a decentralized decision-making model, empowering teams to make independent choices.
Cash Upfront
Receive cash at close rather than having it deferred over several years and contingent on future performance
Long-Term Oriented
We are in this for the long-term and are focused on the long-term potential of your business.
Value-Add
We’re your trusted strategic partner, ready to address obstacles and free you up to concentrate on the most crucial CEO-level responsibilities. Leverage our expertise, as much or as little as you see fit.
Matrix was founded by an Enrolled Agent and Fractional CFO professional. Matrix previously helped grow and streamline the operations of a CPA firm.
Speed and Certainty to Close
We strive to complete transactions promptly with minimal disruption to the ongoing operations.
We exist to take the headache out of owning an accounting or tax business and to help owners grow their business. We achieve this by prioritizing partnership over ownership, ensuring that founders stay in the driver’s seat while benefiting from our expertise and resources.
Benefit from our expertise, as much or as little as you see fit.
We bring strategic expertise in the following areas.
Succession Planning
Technology
Human Resources
Adding Service Lines
Business Development
Capital
Marketing
Data
Analytics
Contact us.
If you’re an owner, representative, or part of the management team at an accounting or tax firm looking to explore growth options or plan your next steps, we’d be glad to have a conversation.
Simply fill out the form below or contact us at the email below to set up an introductory meeting.