MATAX

Accountant

  • Gold champion partner

    Partner status

    Gold champion partner 
  • Partner since 2012

    Experience

    Partner since 2012 
  • Xero payroll certified

    Certification

    Xero payroll certified 
  • Xero migration certified

    Certification

    Xero migration certified 
  • Xero advisor certified

    Certification

    Xero advisor certified 

About us

Proud recipient of 2017 & 2018 Gold Partner of the Year, Americas for our commitment to and focus on our clients; MATAX is a Xero only firm serving the small business, start-up and entrepreneurial community. Our experienced, small team of experts specialize in accounting, payroll, back-office bookkeeping, set-up and advisory services across a wide range of industries.

We do the work so you can concentrate on your business. Our focus is on the individual needs of our clients by getting to know the who, what, where to whom, how and why of a business. We work in partnership with business owners to provide info and insights to help them grow. As Xero experts and cloud integration specialists, each staff member carries certifications in all aspects of Xero, integrations and reporting add-ons.

Affiliations

  • Institute of Management Accountants
  • National Association of Certified Public Bookkeepers

Meet the team

MATAX advisors: 5 - Xero certifications: 17

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

Dawn Hatch

Dawn Hatch - Founder/Lead Advisor

Profile image for Dawn Hatch
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.
  • Trade and Construction
    Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
  • Retail
    Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
  • 2 years Xerocon attendance

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

Julie DeVincenzi

Partner/Operations Director

Profile image for Julie DeVincenzi
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Trade and Construction
    Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
  • Professional Services
    Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
  • 1 year 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.

Nikki Luckfiel-Achor

Accounting Lead

Profile image for Nikki Luckfiel-Achor
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.

From Ernst & Young to SMB accounting & advising, Nikki takes care of pesky accounting tasks so that her SMB clients can focus on growing. She loves number crunching almost as much as chocolate.

Dan Quigley

Accounting Technologist

Profile image for Dan Quigley
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.
  • Trade and Construction
    Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Dan is an Accounting Technologist for MATAX Inc. When not at work, 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.

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 


  • Commonwealth Bank
  • Capital One
  • PayPal
  • Silicon Valley Bank
  • Wells Fargo

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 


  • Retail

    Specialist

    Retail 
  • Professional Services

    Specialist

    Professional Services 

Industries Served 


  • Professional services
  • Marketing; advertising and consulting
  • Accommodation and hospitality
  • Healthcare and social services
  • Retail
  • Media and communications
  • Arts and recreation
  • Manufacturing
  • E-commerce
  • Finance and insurance

MATAX : App experience

MATAX serves clients who use 14 different apps that connect and integrate with Xero.


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.

  • 3 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.
  • Xero Partner Since 2012

Awards

  • Gold Partner of the Year 2018 US,
  • Xero Partner Advisory Board 2016 US
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.