Accounting

Startup accounting that scales with you.

Clean, investor-ready books powered by Xero. Real-time dashboards, monthly close by the 5th, payroll, and fractional CFO advisory, built specifically for seed-to-Series B startups. Trusted by 800+ startups and SMBs and supporting over $900M in fundraising.

Seed to Series B The stage this practice is built for
800+ clients Startups and SMBs across SaaS, ecommerce and technology
100% Xero certified Every advisor on the team, not just the leads

What we handle

Everything your back office needs.

From day-to-day bookkeeping to board-level reporting, MATAX manages the financial operations that keep your startup investor-ready. Every service is designed specifically for the pace and complexity of venture-backed companies.

01

Monthly bookkeeping

Accurate, timely books with bank reconciliation, expense categorization, and accrual-based accounting, closed by the 5th every month. We handle the entire process so your team never touches a spreadsheet.

  • Bank and credit card reconciliation
  • Accounts payable and receivable
  • Revenue recognition
  • Monthly financial statements
02

Payroll and compliance

Full-service payroll processing, contractor payments, and compliance, so you never miss a deadline or filing. We support multi-state operations and handle the complexity of scaling teams.

  • Multi-state payroll processing
  • 1099 contractor management
  • Benefits administration
  • Compliance monitoring
03

CFO advisory

Fractional CFO guidance for fundraising, runway planning, unit economics, and strategic financial decisions, without the full-time cost. We've helped clients navigate over $900M in fundraising across seed, Series A, and Series B rounds.

  • Cash flow forecasting
  • Runway and burn rate analysis
  • Investor reporting and board decks
  • Unit economics modeling

Powered by Xero

Why we build on Xero.

As a two-time Advisory Innovator of the Year, Xero's 2026 AI Efficiency Champion, and featured with Xero on CBS 50 American Leaders, we've chosen the platform that gives startups the best combination of real-time visibility, integrations, and scalability. Xero's cloud-first architecture means your financial data is always accessible, always current, and always investor-ready.

  • Real-time financial dashboards accessible anytime, anywhere
  • 1,000+ app integrations for your entire stack
  • Bank feeds with automatic reconciliation
  • Multi-currency support for global operations
  • Scales from seed to Series B and beyond
Learn about Xero
Real-time dashboardSynced 2m ago
Monthly revenue$142K
Cash runway18mo
Burn rate$87K
ARR growth+34%

Sample data / illustrative

Hello, World!

How it works

From chaos to clarity.

Our onboarding process gets your books clean and your reporting running within weeks, not months. Every step follows our proven CoreOps methodology.

01Week 1

Onboard and assess

We audit your current books, identify gaps, and create a cleanup plan tailored to your startup's stage and complexity.

02Weeks 2 to 4

Clean and organize

Historical cleanup, chart of accounts setup, Xero migration, and integration of your banking, payments, and payroll systems.

03Ongoing

Manage and report

Monthly close by the 5th, real-time dashboards, investor reports, and ongoing CFO advisory support, continuously refined as you scale.

Track record

Results our clients see.

After 20+ years of startup accounting, the numbers tell the story. From seed-stage cleanup to Series B due diligence, MATAX delivers financial operations that pass investor scrutiny.

20+
Years of startup accounting
$900M+
Client fundraising supported
5th
Monthly close, every month
99%
Client retention rate

Client stories

What founders say about our accounting.

Investor-ready in 2 weeks

"Our books were a mess before MATAX. Within two weeks of onboarding, we had clean financials and our investors were impressed with the reporting quality. They made the entire process painless."

MR

Michael R.

Founder, FinTech Startup

$2.5M Series A closed

"Having MATAX handle our financials gave us the credibility we needed with investors. Their fractional CFO support was invaluable during due diligence. They knew exactly what VCs wanted to see."

DW

David W.

Founder, HealthTech Startup

Specialized services

Ecommerce and platform accounting.

Selling online introduces layers of financial complexity that traditional bookkeeping was never designed to handle. MATAX offers specialized accounting solutions for ecommerce brands and multi-channel sellers.

01

Ecommerce accounting

Multi-channel reconciliation, inventory tracking, COGS management, and real-time profitability dashboards built for Shopify, Amazon, WooCommerce, Etsy, and more. We handle the complexity of marketplace fees, multi-currency settlements, payment processor reconciliation, and SKU-level profitability tracking so you always know your true margins per product, per channel, and per campaign.

  • Shopify, Amazon, WooCommerce, Etsy reconciliation
  • Inventory valuation and COGS tracking
  • SKU-level profitability analysis
  • Multi-channel revenue dashboards
Explore ecommerce accounting
02

A2X integration

A2X is the gold standard for ecommerce-to-Xero accounting. It automatically converts payout data from Amazon, Shopify, eBay, Walmart, and Etsy into organized journal summaries in Xero, grouping transactions as sales, fees, refunds, and taxes. MATAX handles full A2X setup, custom mapping, and ongoing support so your ecommerce books reconcile perfectly every month.

  • Automated settlement-to-Xero sync
  • Custom sales, fee and tax mapping
  • Save 2 to 20 hours a month on reconciliation
  • Trusted by 15,000+ sellers worldwide
Explore A2X integration

Common questions

Everything you need to know.

Most clients see measurable time savings within 2 to 4 weeks. We prioritize quick wins first, automations that deliver immediate value, then scale to more complex workflows. You'll have a clear timeline in your initial assessment.
No. We handle all technical implementation. Your team just needs to understand your current processes; we take it from there. We also provide training so your team can manage day-to-day operations.
We're experts in Zapier, Make, n8n, Airtable, and most popular SaaS tools. If you use it, we can probably automate it. We work with your existing stack, so there is no need to switch tools.
We offer both project-based and monthly retainer options. Most clients start with an assessment, then move to implementation. Our services cost a fraction of a full-time hire while delivering measurable ROI within weeks.
That's exactly what our free Operations Audit is for. We'll review your current processes, identify bottlenecks, and show you exactly where automation can save time, with estimated ROI for each opportunity.

Get started

Ready for accounting that works as hard as you do?

Book a discovery call. We'll talk through the shape your books are in today and where MATAX could bring clarity to your finances and operations, backed by 20+ years of startup expertise.

No commitment / 30-minute call

2026Xero AI Efficiency Champion
2025 and 2026Xero Advisory Innovator of the Year
Since 200620+ years of startup accounting