## Overview

MATAX is a San Francisco-based operational infrastructure firm built for SaaS and tech startup founders. We're a two-time Xero Partner of the Year and the 2025 Advisory Innovator of the Year, and we've spent years working alongside hundreds of founders to design the back-end systems that let their companies scale cleanly. Most startups treat accounting, automation, and AI as separate problems handled by separate vendors. That fragmentation is exactly what creates the operational chaos founders feel at every growth stage. We take a different approach. Our CoreOps™ framework connects accounting infrastructure, controls and compliance, operational intelligence, AI intelligence, and strategic visibility into one system that actually works together. Here's what that looks like in practice. We start with a deep diagnostic of where your operations stand today. We build and implement the infrastructure your stage of growth actually needs, not a bloated enterprise stack. We train your team to own it. Then we stay on as your strategic partner through the scaling phase, handing off ownership when your internal team is ready to run it. We work with founders from pre-revenue through Series B, typically in the $500K to $30M ARR range. Our clients come to us when they're tired of duct-taped systems, when their bookkeeper can't answer strategic questions, or when they know AI should be part of their operations but don't know where to start safely. What makes MATAX different is the combination. You get a credentialed accounting team that understands SaaS metrics and startup economics. You get automation architects who build workflows that upskill your people instead of replacing them. You get AI implementation done by humans who know where AI helps and where it quietly creates risk. And you get all of it from one team, working from one connected playbook. If you're a founder who wants operational infrastructure built right the first time, we should talk. Note: MATAX provides bookkeeping, accounting, and operational infrastructure services. We do not prepare or file taxes, and we're happy to refer you to trusted tax partners when you need them.