No. 01Tax Services
Personal and business tax preparation, filing support, planning guidance, prior-year filings, and ongoing organization assistance.
Est. — Tax · Bookkeeping · Payroll
Tax, bookkeeping, and payroll built on practical support, straightforward systems, and sincere relationships.
— A Note From The Office —
“Not everyone needs full service. Sometimes they just need a place to start.”
Vol. I · No. 01
Matlock Books is a tax, bookkeeping, and payroll firm focused on helping small business owners create financial clarity. Most of the people I work with aren’t looking for complicated financial advice—they want to know where they stand, stay compliant, and stop feeling behind.
Through services like taxes, bookkeeping, payroll, and the Matlock Money System, my goal is to provide practical support that reduces stress and helps owners make informed decisions about their business.
Four core offerings — chosen to meet you wherever you are.
No. 01Personal and business tax preparation, filing support, planning guidance, prior-year filings, and ongoing organization assistance.
No. 02Cleanup and setup projects, monthly bookkeeping, financial reporting, process improvement, and clear month-end close support.
No. 03Setup, migrations, and cleanup projects, ongoing payroll processing, compliance reviews, and responsive year-round support.
No. 04Guided financial organization sprints for owners who want to improve their finances through a structured, hands-on approach.
Protocol: MMS-003
Built for business owners who want a structured way to get organized and improve their finances without immediately outsourcing everything. Move step-by-step through our core framework.

Getting your past books up to date and eliminating backlogs.

Fixing problem areas, organizing accounts, and correcting errors.

Clear systems that show where your business stands.
Precision in every decimal. Stability in every decision.
Download a genuinely useful resource — templates, checklists, and guides to get organized — and join our newsletter list.
Ready to gain control of your finances? Schedule a complimentary 30-minute consultation, or reach out directly — whichever is easier.
— The Appointment Book —
Choose a time that works for you.
Consultations are complimentary and run about 30 minutes.
Open Scheduling Calendar— Office Direct —