Your Personalized Advisors & Bookkeeping Pros

Matt is a dedicated advocate for small businesses, with over fifteen years of experience in helping them grow, stay compliant, and optimize their resources. He has a proven track record in providing a range of services, including budgeting,

payroll, bookkeeping, tax preparation, financial services, and insurance products to help clients make informed financial decisions. Matt is fluent in Spanish, adding a valuable dimension to his work.

Amy is the General Manager of Operations at Master Plan Bookkeeping, where she brings extensive experience in collaborating with business owners and clients. With a deep passion for accounting and exceptional administrative skills, Amy is known for her dependability, organization, and meticulous attention to detail. A native Texan with deep roots in the Lewisville area, Amy's family has lived there for generations.

Teresa is an experienced professional specializing in accounting, benefits administration, human resources, and management. With expertise in both non-profit organizations and large corporations, Teresa has several years of management experience, during which she has successfully coordinated and supervised diverse teams. She is particularly skilled in developing processes and procedures to enhance overall efficiency. Teresa enjoys everything related to Hallmark and Christmas outside her professional life

Ashley has a diverse background in non-profit ministry, bookkeeping, and paralegal work. She has managed daily operations, coordinated events, supported financial management, and excelled in data organization and client relationships. Known for her servant’s heart and attention to detail, she brings a strong administrative and financial expertise. Ashley enjoys creating mixed media artwork and spending time with her family and animals in her free time.