Turn Chaos Into Systems
You can't grow what you can't measure. Clean books unlock strategy, scale, and peace of mind.
What I Do Best
Three core services designed to give you clarity, confidence, and control.
Bookkeeping & Financial Cleanup
Clean books are your business's health check. Find hidden money, fix mistakes, and get audit-ready.
- QuickBooks Setup & Training
- Monthly Reconciliation
- Transaction Categorization
- AR/AP Recovery
Tax Preparation & Strategy
You deserve every dollar you're entitled to. Maximize deductions and minimize stress.
- W-2, 1099, Schedule C
- Multi-Entity & Multi-State
- Tax Strategy & Planning
- Audit Protection Understanding
QuickBooks Setup
Get it right from day one. Proper setup prevents costly mistakes down the road.
- Chart of Accounts Design
- Bank & Credit Card Linking
- Category & Class Setup
- Training & Documentation
Bookkeeping & Financial Cleanup
Clean books are your business's health check. Find hidden money, fix mistakes, and get audit-ready.
- QuickBooks Setup & Training
- Monthly Reconciliation
- Transaction Categorization
- AR/AP Recovery
Tax Preparation & Strategy
You deserve every dollar you're entitled to. Maximize deductions and minimize stress.
- W-2, 1099, Schedule C
- Multi-Entity & Multi-State
- Tax Strategy & Planning
- Audit Protection Understanding
QuickBooks Setup
Get it right from day one. Proper setup prevents costly mistakes down the road.
- Chart of Accounts Design
- Bank & Credit Card Linking
- Category & Class Setup
- Training & Documentation
Bookkeeping & Financial Cleanup
Clean books are your business's health check. Find hidden money, fix mistakes, and get audit-ready.
- QuickBooks Setup & Training
- Monthly Reconciliation
- Transaction Categorization
- AR/AP Recovery
Tax Preparation & Strategy
You deserve every dollar you're entitled to. Maximize deductions and minimize stress.
- W-2, 1099, Schedule C
- Multi-Entity & Multi-State
- Tax Strategy & Planning
- Audit Protection Understanding
QuickBooks Setup
Get it right from day one. Proper setup prevents costly mistakes down the road.
- Chart of Accounts Design
- Bank & Credit Card Linking
- Category & Class Setup
- Training & Documentation
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What Makes Me Different
I'm not just a bookkeeper or tax preparer. I'm a builder-operator who's lived every part of the business journey.
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The Builder-Operator Difference
I bridge three worlds that rarely connect: Operations (dispatcher → fleet manager → accounting), Finance (cleaned the books, prepared the returns), and Systems (QuickBooks certified, process builder).
What Clients Say
Real results from real clients who turned their financial chaos into clarity
"Their expertise not only saved me a significant amount of money but also gave me peace of mind."
I was feeling overwhelmed with expenses and the thought of tackling my taxes on my own as a small business owner, but they made the entire process seamless and stress-free. Their expertise not only saved me a significant amount of money but also gave me peace of mind knowing everything was handled correctly.
Nicole Castro
Small Business Owner
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"Their expertise not only saved me a significant amount of money but also gave me peace of mind."
I was feeling overwhelmed with expenses and the thought of tackling my taxes on my own as a small business owner, but they made the entire process seamless and stress-free. Their expertise not only saved me a significant amount of money but also gave me peace of mind knowing everything was handled correctly.
Nicole Castro
Small Business Owner
"He quickly and thoroughly responded to all questions and his process made it simple and easy."
Matt was so helpful with our taxes especially helping me and my family understand all the ins and outs of filing as a 1099 contractor. He quickly and thoroughly responded to all questions and his process made it simple and easy.
Caitlin Pike
New Business Owner
"Matt is very knowledgeable and made my filings easy, smooth, and most important, accurate!"
Matt is very knowledgeable tax professional and made my business and personal filings easy, smooth, and most important, accurate! I would highly recommend Wood Tax Advisory and will be working with Matt again next year.
Barrett Deitz
Multi-State Business Owner
"Matthew makes dealing with taxes a breeze and he's quick to answer any questions throughout the year."
As a business owner, I need a tax preparer who is responsive, knowledgeable, and thorough. Matthew makes dealing with taxes a breeze and he's quick to answer any questions I have throughout the year. Highly recommend!
Elizabeth Marie
Business Owner
Ready to Turn Your Chaos Into Systems?
Let's talk. I'll give you honest advice—even if you don't need me yet.