Clarity in the books. Confidence with the customer.
Cash Consulting pairs two things almost no one offers together: the discipline of a trained bookkeeper and the instincts of a Customer Success operator. Most bookkeepers only do books. Most CS consultants only do retention. This practice does both, because the same discipline that keeps a company's books honest keeps its customer relationships honest too.
Bookkeeping
Async, senior-level bookkeeping that keeps your books organized and you fully informed — with AI doing the heavy lifting.
CS Consulting
For when growth outpaces what your books alone can tell you — retention diagnostics and fractional CS leadership.
Your books, organized. You, fully informed.
Asynchronous, senior-level bookkeeping that keeps your books clean and keeps you in the loop — without a standing weekly meeting. AI handles the repetitive work; a human handles judgment, context, and catching what matters.
Walk into tax season already done
No scramble, no shoebox of receipts in April — your accountant gets clean books, and you get your time back.
Make decisions on real numbers
Hiring, pricing, a big purchase — plan off what your business actually made, not a guess from your bank balance.
See retirement coming, not guess at it
Clean, current books are what turn "I think I'm on track" into an actual answer.
Keep the option to sell open
A buyer — or an investor — trusts a business whose books hold up. Disorganized books quietly cap what yours is worth.
Never dread an audit or a loan application
Defensible records on demand, not a week of reconstruction when someone asks.
| Account | Launch Rate | Standard | |
|---|---|---|---|
| Books AuditOne-time — review, cleanup plan, systems check | $450 | $650 | Reserve |
| Starter~75 transactions/mo, one account | $325/mo | $450/mo | Start |
| Growth~200 transactions/mo, multiple accounts, basic AR/AP | $550/mo | $750/mo | Start |
| Scale200+ transactions/mo, multi-entity or inventory | from $900/mo | from $1,200/mo | Start |
Catch-up backlog beyond the Audit's scope is quoted separately, roughly $250–$400 per month of backlog.
How do you access my accounts?
Read-only connections through QuickBooks Online, Xero, or your bank's secure integration — never a shared login or password. You can revoke access at any time, and nothing about this role requires the ability to move money.
What does "async" actually mean day to day?
You'll hear from me on a set cadence — a monthly package with a plain-English summary, anything flagged as it comes up, and a quarterly check-in call — without a standing weekly meeting eating your calendar. If something needs a real conversation, we have one.
I already have a bookkeeper or accountant — does this replace them?
Depends on what they do. If they're handling day-to-day categorization and reconciliation, this likely replaces that. If they're your CPA doing taxes and filings, this works alongside them — clean, current books make their job easier, not redundant.
For when growth outpaces what your books alone can tell you.
Diagnostic engagements that surface where retention is breaking. Fractional Customer Success leadership for companies that need executive horsepower without a full-time hire. Built and led by a Customer Success operator, not a generalist consultant.
The Audit
- Kickoff call and structured data intake
- One-page executive brief
- Ranked at-risk and expansion account sheet
- Health score framework
- AI leverage layer with working prompts
- 45-minute leadership readout
The Audit + Sprint
- Everything in The Audit
- Four weekly working sessions
- Async email/Slack access
- Light revisions to the health score framework
- Implementation guidance
Fractional CS Director
- Weekly leadership presence and strategy
- 1:1 coaching with CSMs and managers
- Monthly board/executive reporting
- Quarterly strategic planning
- Hiring guidance
Fractional CS Executive
- Full CS strategy ownership
- Board-level engagement and reporting
- Cross-functional executive partnership
- CS team org design
- Direct executive presence in escalations
Ten-plus years operating inside real businesses, not watching from the outside.
Cash Consulting is led by Matthew Austin Cash, a Customer Success operator whose career spans Series B PropTech, public-company enterprise, and global consumer technology — now paired with hands-on accounting fluency across QuickBooks Online, Excel Accounting, and Xero. Every framework delivered here has been run, broken, and rebuilt inside a real organization facing real pressure, whether that pressure showed up in the churn numbers or the books.
AI doesn't replace the human element in business — it buys back the time to put more of it in. Cash Consulting exists to help founders run cleaner, more informed businesses, so there's more room left for the people and the purpose behind the numbers.
This is also a foundation — for my family, and for community itself — not a case I'm making, but a way I've chosen to operate: build well, contribute freely, do good on purpose.
In that spirit, a portion of Cash Consulting's revenue goes toward improving literacy access in the Atlanta community.
Atlanta's motto is Resurgens, “rising again.” It's a fair description of the renaissance business needs.
Based in Decatur, Georgia. In person across the Atlanta metro, virtual nationwide.
Let's see if this is a fit.
A short call is the fastest way to find out. No prep required, no pitch deck.