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A Boutique, Digital-First CPA Advisory for the Modern Enterprise

 

Operating as a digital-first firm for the last decade, we have built a mature, institutional-grade infrastructure designed for the modern executive. We prioritize absolute confidentiality and rapid execution. Our secure cloud ecosystem allows for fluid, paperless collaboration across the globe, while all professional services are strictly handled by U.S.-based personnel adhering to the highest ethical standards. For deep, complex advisory sessions that warrant hours of focused strategy, we provide the concierge option for in-person consultations in San Diego or Newport Beach, California.

 

 

 

The Matei & Co. Ecosystem: Our practice is powered by a state-of-the-art, secure digital ecosystem designed for the modern executive. Once onboarded, you will have 24/7 access to your financial world through our private portal:

 

  • Dedicated Mobile App or Web Access: Scan documents, sign returns, and track progress directly from your smartphone.

  • The Digital Vault: Secure, encrypted long-term storage for all your historical tax and financial records available anytime, anywhere.

  • Real-Time Transparency: A personal dashboard to track the status of your projects, pending tasks, and accountant requests.

  • Smart, Intuitive Organizers: Experience a dynamic, logic-based data collection process that only asks relevant questions and auto-saves your progress as you go.

  • Direct QBO Integration: We sync directly with your QuickBooks Online General Ledger to resolve "Ask Client" items quickly and efficiently within the app.

  • Encrypted Messaging: Direct, secure communication with our team via shared email inbox, chat, and SMS.

  • Modern Compliance: Execute digital, fully-compliant signatures and secure payments in seconds.

  • Automated Intelligence: We know your life is busy. Our ecosystem sends proactive, automated reminders for pending tasks and upcoming deadlines, ensuring your compliance stays on track without the need for manual follow-up.

 

 

Connect With Us
 

Email: [email protected]

Phone: (310) 600‑6739

Fax: (888) 414‑1651

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