Matlock Tax
Free health check

Financial leadership for owner-led businesses

Know if your business is actually working.

Structured bookkeeping, controllership, payroll, 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 check
Brice Woodard
Who's behind this

Hi, 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.

Certified QuickBooks ProAdvisor
Intuit QuickBooks Level 1 Certified Intuit QuickBooks Level 2 Certified Intuit Enterprise Suite Certified Intuit Bookkeeping Trained Intuit Client Advisory Services Foundations Graduate

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

STEP ONE — FREE

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.

IF YOU WANT IT FIXED

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

1

Free health check

30 minutes, no pitch. You get a plain-English summary of what's actually wrong.

2

Onboarding

If you move forward, your books are fully caught up and current within 10 business days — guaranteed.

3

Ongoing

Monthly close, controller-level review, and answers to any question within one business day.

What it looks like

One financial partner, scoped to what the business actually needs — not a bundled package.

Bookkeeping

Starting at $300/mo

Transaction categorization, monthly reconciliation, basic P&L and balance sheet.

Best for solo owners and freelancers who just need clean, current books.

Controllership

Starting at $1,500/mo

Everything above, plus verified monthly close, internal controls review, anomaly flagging, and payroll processing.

Best for growing businesses that need real financial oversight, not just data entry.

Tax preparation & filing

Custom quote

Scoped once the rest of the picture is in place — one partner for the books and the return, not two separate relationships.

Not ready for monthly? Quarterly bookkeeping is available at 75% of the monthly rate — ideal if you don't need monthly reports but still want clean, tax-ready books.
The guarantee

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?

Honestly — that's the goal. If your accountant only touches taxes once a year and nobody's watching the books the other eleven months, that's exactly the gap this fills. One financial partner for the books, the payroll, and the return, instead of three separate relationships that don't talk to each other.

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.

Start with the free health check.

Get your free books health check