MATAX

Accountant

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About us

We Give Entrepreneurs Their Time Back™

As a two-time Xero Partner of the Year, MATAX combines deep technical expertise with business knowledge to deliver seamless accounting and operational solutions for forward-thinking startups. With over 25 years of startup expertise and a pioneering partnership with Xero since 2012, our technology-first approach integrates Xero's powerful platform with custom app stacks and ethical AI automation to create efficient, scalable systems that grow with your business. As your strategic partner, our U.S.-based team of Xero Certified Advisors delivers actionable insights while managing your accounting. Partner with MATAX to transform your operations with best-in-class AI & cloud solutions that save time, reduce costs, and provide the insights to scale confidently.

Affiliations

Institute of Management Accountants
National Association of Certified Public Bookkeepers

Meet the team

MATAX advisors: 7 - Xero certifications: 7

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Cheng Vang

Senior Client & Accounting Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
2 years Xerocon attendance

Cheng is passionate about helping entrepreneurs and small businesses flourish. She enjoys being a trusted resource along their journeys to pursue growth, prosperity, and success.

Dan Quigley

Lead Accounting Technologist

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Xero Migration

Has training and expertise in switching clients to Xero.
2 years Xerocon attendance

Dan is a Lead Accounting Technologist for MATAX Inc. When not working, Dan plays guitar in a band and has toured North America numerous times. He enjoys going to the gym and quality time with his cat.

Dawn Hatch (MATAX)

Founding Partner

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Professional services

Has training and expertise in advising on apps for professional services firms.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Xero Migration

Has training and expertise in switching clients to Xero.
4 years Xerocon attendance

With a background in Education, Accounting, HR & Logistics, Dawn started MATAX to support & promote entrepreneurs, founders, side hustles, and firms that build, create, support & change the world.

Julie DeVincenzi

Managing Partner

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Xero Migration

Has training and expertise in switching clients to Xero.
3 years Xerocon attendance

Julie's focus is to ensure each client’s care through the implementation and comprehensive support of industry-leading technologies and MATAX’s highly-skilled bookkeeping staff.

MATAX: Bank experience

Clients of MATAX connect to a range of banks via Xero. MATAX specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Brex (US)
Capital One (US)
Chase Bank (US)
Citibank (US)
Mercury
PayPal
Relay Financial
Silicon Valley Bank - SVB Online Banking
Stripe
US Bank (US)
Wells Fargo (US)

MATAX: Industry experience

MATAX works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Accommodation and hospitality
Administration and support services
Arts and recreation
E-commerce
Manufacturing
Marketing, advertising and consulting
Media and communications
Professional services
Repairs and personal services
Retail

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MATAX : App experience

MATAX serves clients who use 10 different apps that connect and integrate with Xero.

Connected apps

New to Xero? MATAX can help

Xero is beautiful online accounting software for smaller businesses. MATAX can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

5 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2012

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.