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Master Plan Bookkeeping

Your Personalized Advisors & Bookkeeping Pros

At Master Plan Bookkeeping, we bring together our experience, expertise, and passion to live out the Master’s Plan by serving you, your staff, and your financial needs. Our team is committed to working alongside you to provide financial clarity, strengthen your operations, and help your business grow. 

Meet Our Team of Specialists

Matthew Nelson: Owner | Operator

Teresa Hill: Bookkeeping Manager | QuickBooks® ProAdvisor

Matthew Nelson: Owner | Operator

 Matt is passionate about supporting small businesses and has spent over fifteen years helping owners grow, navigate compliance, and maximize their resources. He provides a full range of services—including bookkeeping, payroll, tax preparation, budgeting, financial services, and insurance products—so clients can focus on running their bus

 Matt is passionate about supporting small businesses and has spent over fifteen years helping owners grow, navigate compliance, and maximize their resources. He provides a full range of services—including bookkeeping, payroll, tax preparation, budgeting, financial services, and insurance products—so clients can focus on running their businesses with confidence. As a Spanish speaker, Matt builds strong connections with diverse clients, offering both expertise and understanding. 

Email Matt

Amy Ferrara: General Manager

Teresa Hill: Bookkeeping Manager | QuickBooks® ProAdvisor

Matthew Nelson: Owner | Operator

 Amy serves as the General Manager of Operations at Master Plan Bookkeeping, where she combines her strong administrative skills with a passion for accounting to support both business owners and clients. Known for her dependability, organization, and keen attention to detail, Amy brings a steady and reliable presence to the team. A proud 

 Amy serves as the General Manager of Operations at Master Plan Bookkeeping, where she combines her strong administrative skills with a passion for accounting to support both business owners and clients. Known for her dependability, organization, and keen attention to detail, Amy brings a steady and reliable presence to the team. A proud Texan with deep family roots in the Lewisville area, she continues to build on the legacy her family has carried for generations. 

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Teresa Hill: Bookkeeping Manager | QuickBooks® ProAdvisor

Teresa Hill: Bookkeeping Manager | QuickBooks® ProAdvisor

Christina Lawrence: Assistant Bookkeeping Manager | Payroll Specialist | QuickBooks® ProAdvisor

 Teresa brings years of experience in accounting, benefits administration, HR, and management, with a background spanning both non-profit organizations and large corporations. She has a proven record of leading diverse teams and designing efficient processes that strengthen operations. Beyond her professional work, Teresa finds joy in everything Hallmark and the magic of Christmas. 

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Christina Lawrence: Assistant Bookkeeping Manager | Payroll Specialist | QuickBooks® ProAdvisor

Christina Lawrence: Assistant Bookkeeping Manager | Payroll Specialist | QuickBooks® ProAdvisor

Christina Lawrence: Assistant Bookkeeping Manager | Payroll Specialist | QuickBooks® ProAdvisor

 Christina is a bookkeeper with more than eight years of experience. Her love for serving others and her strong attention to detail first led her into bookkeeping through a church and ministry in the Pacific Northwest. Originally from California, she is a graduate of Biola University. 

Email Christina

Heather Glasgow: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Christina Lawrence: Assistant Bookkeeping Manager | Payroll Specialist | QuickBooks® ProAdvisor

Heather Glasgow: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Heather is a bookkeeper with over 25 years of experience in nonprofit accounting. She

loves understanding processes from the ground up, which helps her lead by serving

others. Heather holds a Bachelor of Science in French & Comparative Religion from

the University of Washington and an MBA in Accounting from University of Phoenix.

When she’s not creating spreadsheets, she loves reading and crossstitch.

Email Heather

Debora Koja: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Christina Lawrence: Assistant Bookkeeping Manager | Payroll Specialist | QuickBooks® ProAdvisor

Heather Glasgow: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

 Debora brings over twenty years of experience in administrative and accounting roles. With a deep love of numbers and a passion for working with people, she approaches each task with enthusiasm and dedication. Outside of work, Debora enjoys time with her family and proudly holds the title of family Mario Golf champion. 

Email Debora

Sarah Latimer: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Sarah Latimer: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Sarah Latimer: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

 Sarah's a whiz with numbers and keeping things organized, thanks to over ten years in finance and bookkeeping across all sorts of industries. She really loves helping businesses keep their financial records super accurate and tidy. When she's not crunching numbers, Sarah loves hanging out with her family and animals, and she's always up for an exciting trip to somewhere new. 

Email Sarah

Ashley Milburn: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Sarah Latimer: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Sarah Latimer: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

 Ashley has a diverse background in non-profit ministry, bookkeeping, and paralegal work. She has managed daily operations, coordinated events, supported financial management, and built strong client relationships—all while excelling in organization and detail. Known for her servant’s heart, Ashley brings both administrative and financial

 Ashley has a diverse background in non-profit ministry, bookkeeping, and paralegal work. She has managed daily operations, coordinated events, supported financial management, and built strong client relationships—all while excelling in organization and detail. Known for her servant’s heart, Ashley brings both administrative and financial expertise to the team. Outside of work, she enjoys creating mixed media artwork and spending time with her family and animals. 

Email Ashley

Maria Ramirez: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Sarah Latimer: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Maria Ramirez: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

 Maria is a full-charge bookkeeper with more than seven years of experience. Before that, she spent over a decade working in the non-profit sector, where she strengthened her skills and developed a deep commitment to serving others. She holds a Bachelor of Science in Human Development and Family Studies with a minor in Spanish and is known for her dependability and attention to detail. 

Email Maria

Ashley Vanek: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Ashley Vanek: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

Maria Ramirez: Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor

 Ashley brings more than ten years of experience in management and bookkeeping within the Oil & Gas and Rebar Manufacturing & Construction industries. Recognized for her efficiency and attention to detail, she ensures accuracy and organization in every task. Beyond her professional work, Ashley is passionate about rescuing animals. 

Email Ashley

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