Matrix Financial Wellness
Fort Worth, TX
(2)
Fort Worth, TX
(2)
I have a wide range of experience in bookkeeping and in tax preparation. I customize my services for you, since no two people are the same, and I work hard at explaining things without using too much jargon. You can come into my office, or I can meet you.
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2 customer reviews
David
It was easy to upload taxes in a secured site. I highly recommend it, especially now due to COVID.
Alicia M
I’ve worked with Michael for over 15 years. He has processed my taxes for that amount of time and as of 2 1/2 years ago he began to keep books for my business. Michael is the most trustworthy person I’ve ever met and not only has he completed his work with integrity but he is also taught me how to manage very integral parts of my business. I have referred Michael to many of my clients, my family and peers. All of them have Experienced the same Quality of work. I would refer Michael to anyone. More...
What kind of accounting services do you provide?
I provide services from annual check-ups to weekly data entry, as well as financial reporting, forecasting, budgeting, or other custom services that your business may need.
Why is it so important for businesses to hire a great accountant?
Businesses need to focus on their business, and need someone they can trust to give them the financial information so they don't have to worry about that aspect of their business.
What do you love most about your job?
I love helping people understand more about how their money works, and in doing so, gain a better understanding about how other aspects of their company work together.
What inspired you to start your own business?
Working for corporations, etc., while rewarding, made me have to focus on one type of business, and I like to spread my wings a bit and understand how other businesses do their business. I also have a strong desire to help people in the community grow their business and not have to worry about how to work on the minutiae of bookkeeping tasks.
Why should our clients choose you?
I provide personal service, and not a one-size-fits-all approach. I do work with certain accounting programs, but if it doesn't work with the client, I'll find one that does. Everybody has their own understanding and desire for understanding. My job is to work within that understanding and help it to grow.
Can you provide your services online or remotely? If so, please add details.
Bookkeeping, for the most part, can easily be handled remotely. I have a secure online portal that clients can upload their documents to, as well as Zoom conferencing as needed.
What changes have you made to keep your customers safe from Covid-19?
I have migrated away from face-to-face interactions to web-based virtual interactions for many of my clients.
Bookkeeping
With over 25 years of bookkeeping experience with a wide variety of business and accounting systems, I can help with most bookkeeping situations, from basic annual reviews to regular full-charge bookkeeping and payroll services.
Tax Preparation
As the tax code changes every year, I work hard at keeping up with those changes so you don't have to. Sometimes, even the most basic tax preparation can turn into a headache when you're doing it on your own and don't understand what half of the questions that you are being asked mean. I help you wade through those issues and plan for the future.
Mobile Notary
This is a new service that's being added, but I can come to you if you need notary services. Especially with COVID, it's hard to find someone that can notarize a simple document, or many, more complex documents. I'm here to help.
