Know if your business is actually working.
Structured bookkeeping, controllership, and tax — one financial partner working with the same care and accountability as an in-house finance team, delivered without the in-house cost.
Get your free books health checkHi, I'm Brice.
No firm, no rotating staff, no handoff to whoever's available this month. When you call, you get me — the same person every time, who actually knows your business.
I'm a QuickBooks ProAdvisor across Bookkeeping, Level 1, Level 2, and Intuit Enterprise Suite, and CAS Foundation certified. Most of what I know about running the numbers on a small business came from actually doing it, not from a classroom.
I started Matlock Tax because too many owners get handed a spreadsheet once a month and told to figure out what it means. I'd rather just tell you straight what's working and what isn't.
Certifications
Who this is for
- —Owner-led businesses that need real financial visibility — books, payroll, tax, reporting — handled by one partner instead of three disconnected vendors
- —No full-time CFO on staff yet
- —Money moving through more than one system — QuickBooks plus Stripe, Square, Gusto, or similar — and nothing tying it together
- —You want a straight answer when you ask "is this actually working," not a spreadsheet you have to decode yourself
"I don't actually know if this business is working — and I'm scared to look."
— what most owners feel before their first call
The books health check
30 minutes. Send your last 3 months of statements or QuickBooks access. I hand you a one-page, plain-English summary of exactly what's wrong — no pitch attached. You keep it either way.
An ongoing partnership
I connect everything your money moves through, keep your books straight every month, and turn financial data into decisions you can actually act on.
How it starts
Free health check
30 minutes, no pitch. You get a plain-English summary of what's actually wrong.
Onboarding
If you move forward, your books are fully caught up and current within 10 business days — guaranteed.
Ongoing
Monthly close, controller-level review, and answers to any question within one business day.
What it looks like
Bookkeeping is the foundation. Tax strategy and filing build in once you're a client. Specialized work like job costing or payroll is priced individually, for the businesses that actually need it.
Transaction categorization, monthly reconciliation, basic P&L and balance sheet.
Best for solo owners and freelancers with a single account and lighter transaction volume.
Everything in Starter, plus multiple accounts, higher transaction volume, and full monthly reporting.
Best for established small businesses that need more than the basics kept current.
Proactive planning built into your monthly numbers — quarterly check-ins, estimated tax calculations, mid-year adjustments — so tax time isn't a scramble.
Available once you're on a bookkeeping plan.
The return itself, prepared from books that are already clean and current — billed once, at filing time, separate from the monthly rate.
Available once you're on a bookkeeping plan.
Add-ons, priced individually
- —Job costing & work-in-progress tracking — for contractors and project-based businesses
- —Payroll processing
- —Accounts receivable & payable management
Quoted individually based on scope — ask during your health check.
Your books are caught up within 10 business days of signing. After that, any question gets a real answer within one business day — every time. Miss either one, that month's free.
No contract. Cancel whenever.
Common questions
I already have an accountant for taxes. Does this replace them?
Once you're on a bookkeeping or controllership plan, yes — tax strategy and filing become available as an add-on, so the same person watching your books all year also handles the return. No explaining your numbers twice, once to me and once to a preparer who only shows up in April.
How is this different from just hiring a bookkeeper?
An in-house hire is a salaried employee you train, manage, and cover for when they're out. This is a dedicated partner who already has the systems and process in place, billed at a flat monthly rate, with the same accountability as someone on staff — without the overhead of one.
What if my books are already a mess?
That's exactly what the free health check is for. We'll scope a one-time cleanup separately before moving to a monthly plan, so pricing stays honest about the actual starting point.
Is my financial data secure?
Yes. Everything runs through the same cloud-based, bank-grade platforms your bank and accountant already trust — no spreadsheets emailed back and forth, no passwords shared over text.
What systems do you work with?
QuickBooks, exclusively. I'm a certified ProAdvisor across Bookkeeping, QuickBooks Online, and Intuit Enterprise Suite, and I stay inside that ecosystem on purpose — it means less guesswork, faster setup, and a level of expertise you don't get from someone spread across five different platforms.