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

 

 

We prioritize deep, focused attention for a select group of clients utilizing a fully integrated digital workflow. Your work is never outsourced. Every member of our team is a U.S.-based professional, ensuring the highest standards of compliance and communication.

 

Appointments: All initial consultations and strategy sessions are held via Zoom or phone, respecting your time and allowing for maximum efficiency. For complex matters requiring multi-hour, deep-dive strategy, we offer exclusive in-person consultations in Newport Beach and San Diego, CA.

 

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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