PreMatrix OpsAccounting operations support

We handle client follow-ups and document coordination for accounting firms.

Year-round support with tax-season surge capacity. Clear scope, reliable execution, and workflows designed for small CPA firms.

Client follow-ups
Document tracking
Scheduling
Weekly visibility

What we handle

High-leverage coordination work that quietly consumes CPA time.

Client follow-ups and document chasing
Consistent requests for W-2s, 1099s, K-1s, bank statements, and uploads
Polite reminders that do not require CPA attention
Clear escalation rules for stalled or unclear cases
Document organization and intake
Monitor inboxes and secure portals
Standardized folder structure and naming
Clean, review-ready document packets
Scheduling and coordination
Book and reschedule client calls based on your rules
Prep reminders and agendas
Reduce calendar back-and-forth
Workflow tracking and status reporting
Track what’s missing, complete, or blocked
Weekly status summary for firm owners
Light CRM and tracker hygiene

Clear scope

Administrative support only. Professional judgment stays with your firm.

We provide coordination and preparation support so your team can work without constant interruptions.

Client follow-ups
Doc tracking
Scheduling
Weekly visibility
No tax advice or tax position decisions
No signing or submitting returns
No representation to the IRS or state agencies
Your CPA team retains full control and review
Want to sanity-check fit? A short call is usually enough.

How it works

Simple, predictable, and low-lift for your team.

Quick onboarding
We learn your current workflow, tools, and templates, then set up a clean follow-up and intake process that fits how your firm already operates.
We run the coordination
We handle follow-ups, organization, scheduling, and tracking so your CPAs can stay focused on billable work.
Weekly visibility
You receive a short weekly summary showing what’s complete, what’s stuck, and what (if anything) needs your attention.

About

Background and why PreMatrix Ops exists.

Luke presenting

I started my career in AI and data science, building systems to automate decision-making and reduce manual work. Over time, I realized that the most valuable automation is not flashy models, but systems that remove friction from everyday operations.

That led me to virtual assistants. In practice, reliability matters more than cleverness. A well-vetted assistant who follows instructions precisely and improves quickly often saves more time than software alone, especially in coordination-heavy workflows.

PreMatrix Ops exists to bring that reliability to small accounting firms. We focus on the administrative and coordination work that drains CPA time — client follow-ups, document tracking, scheduling, and workflow visibility — while staying strictly within a CPA-safe scope.

Automation
Reliability
Follow-through
CPA-safe scope

Book a 20-minute call

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