Matlock Accounting — Financial Clarity for Owner-Led Businesses

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, over a decade spent working directly with owners and their finances, not from a classroom.

I started Matlock Accounting 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.

Who this is for

→Owner-led businesses that need real financial visibility — books, payroll, reporting — handled by one partner instead of a rotating cast of 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

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.

Introducing Pulse

The connective layer underneath everything.

Three things happening at once, not one dashboard bolted onto your books.

Connect

Every financial system your money actually moves through — QuickBooks, Stripe, Square, Gusto, bank feeds, whatever you're using — pulled into one place instead of five disconnected logins.

Context

A running log of what's actually happening in the business — a new hire, a one-time expense, a seasonal dip — so the numbers are read with the full picture, not blind.

Query

Ask Pulse a question about your own business in plain English, anytime, and get an answer sourced from your real data — not a canned response, not a wait for the next monthly report.

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, so month one isn't spent playing catch-up.

Ongoing

Monthly close and controller-level review, with your financial reports delivered straight to you within 10 business days of month-end — no logging into QuickBooks just to find out where you stand.

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.

Controllership

Starting at $1,500/mo

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

Pulse

Starting at +$250/mo

The connect / context / query layer described above, added on top of Controllership.

Common questions

I already have an accountant. Does this replace them?

If "my accountant" means whoever handles your bookkeeping and monthly numbers, yes, that's exactly what this replaces, and does better. What it doesn't replace is your CPA for filing the actual tax return. Keep that relationship. I make sure the books feeding into it are accurate and current all year, so tax season stops being a scramble for both of you.

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 is the recommendation — I'm a certified ProAdvisor — but I've also worked in Xero and whatever else a business is already running. If it's new to me, it gets learned before it becomes your problem.

Know if your business is actually working.