Meet Matthew Wood
I'm not someone who theorizes about business operations—I've lived them. From dispatcher to fleet manager to accounting, and through a personal IRS audit that changed everything.
The Journey
Every step taught me something the previous role couldn't.
Truck Dispatcher
Started coordinating shipments and managing logistics operations
IRS Audit
Personal audit experience that changed everything - the catalyst for my career transformation
Fleet Manager & EA Training
Advanced to fleet management while learning from an Enrolled Agent mentor during the audit process
Tax Certifications
Completed H&R Block Income Tax Course through Strayer University Online - formal tax education
Accounting & Billing
Full accounting and admin for brokerage company - managed $30M annual operations
Wood Tax Advisory
Launched my own practice combining operations experience, tax knowledge, and systems thinking
The IRS Audit Experience
In 2019-2020, I went through a personal IRS audit. Messy books, months of back-and-forth, and the stress of not knowing what would happen next.
That experience changed everything. I learned from an Enrolled Agent who walked me through the process. I learned what the IRS actually looks for, what mistakes cost people the most, and why categorization matters more than revenue.
I turned that painful lesson into professional expertise. Now I help others avoid the same mistakes and know what to do if they ever face an audit.
Certifications & Credentials
QuickBooks Certified Professional
QuickBooks Online Certification (Level 2)
QuickBooks Bookkeeping Certification
QuickBooks Payroll Certification
QuickBooks Online Certification (Level 2)
QuickBooks Bookkeeping Certification
QuickBooks Payroll Certification
QuickBooks Online Certification (Level 2)
QuickBooks Bookkeeping Certification
QuickBooks Payroll Certification
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Core Principles
How I work and what I believe
Clean books are your business's health check
You can't make good decisions with bad data
Document first. Train second. Automate third.
Never skip straight to automation without solid process
You can't grow what you can't measure
Messy books keep you stuck - clean books unlock strategy
Let's Work Together
I bring operations experience, financial expertise, and real-world lessons to every client.