Our Work

At Matlock Books, we believe that organizing your finances should be simple and stress-free. That’s why we’ve created a streamlined, 3-step process to get you started. From our initial consultation to delivering your first financial reports, we make it easy to take control of your books and focus on your business.

Schedule Your Consultation

Let’s Talk About Your Needs

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We’ll start with a free, no-obligation consultation to understand your business and financial goals.
Discuss the bookkeeping challenges you’re facing and how our services can help.
Choose the package (DIY, Essentials, or Complete) that best fits your business needs.

Behind the Scenes: After the call, we'll send the contract and invoice. Paying the balance will initiate access to our system, scheduling more calls and preparing for our work

Set Up and Organize Your Books

Get Started with Confidence

Once you’ve signed up, we’ll help set up your accounts, categorize expenses, and reconcile past transactions.
For DIY clients: Access our templates and guides to organize your books independently.
For Essentials and Complete clients: Sit back while we handle the setup for you, ensuring everything is tax-ready.

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Behind the Scenes: We secure any access we're granted with the utmost confidence, within a week, we'll initiate our work. We typically send questions 2-3 weeks after the kick-off

Receive Regular Reports & Support

Stay Informed and In Control

For DIY Clients:

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Use our detailed templates to create your own monthly reports and track your progress.
Access monthly tips and resources to refine your bookkeeping skills.
Reach out via email for basic questions and guidance to stay on track.

For Done-for-You Clients (Essentials and Complete):

Receive your first financial reports with clear insights into your business performance.
Enjoy ongoing support, whether it’s monthly reports, payroll management, or custom financial advice.
Get proactive advice to optimize your finances and plan for growth.
Adjust services as your business grows—Matlock Books scales with you.

Behind the Scenes: We maintain contact on any bottlenecks, industry insights and regularly release helpful tips

Tailor Your Experience with Extra Support

Add-Ons

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Payroll Management: Let us calculate and process payments for employees and contractors, ensuring accuracy and compliance.
System Setup: Get started quickly with QuickBooks Online, WaveApps, Xero, or Sage bookkeeping tailored to your business needs.
Book Catch-Up: Behind on your books? We’ll bring your records up to date efficiently and accurately.
Hourly Support: For additional help outside your package, use our expert hourly services for specialized tasks.

Behind the Scenes: these add on's are absorbed into our monthly services with limited extra work for you