Who We Are/Why Choose Us | Masterplan Financial

About Us

At Master Plan Bookkeeping, we are dedicated to providing reliable, organized bookkeeping solutions tailored to support the unique needs of each client. We understand that accurate financial management is essential to your business’s success, which is why we assign you a dedicated bookkeeper who knows your accounts inside and out. And if they’re ever unavailable, our seamless backup system ensures that you’re always covered—no waiting, no disruptions.

As a preferred partner for many CPA firms, we are trusted to deliver timely, accurate reporting that enhances efficiency for both our clients and their tax professionals. Guided by biblical ethics, we believe in honesty, integrity, and a commitment to service. Master Plan Bookkeeping is here to help you stay financially organized and confident in your path forward.

Our Team

Dedication. Expertise. Passion.

Partner/Owner

Matt Nelson

Matt is a passionate advocate for small businesses, with eighteen years of experience in helping small businesses 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.

Partner

Spencer Miller

With over 15 years of experience within Financial Services, Spencer brings a wealth of knowledge to every client interaction. His journey from working within some of the industry's most dynamic environments to founding and funding his own ventures reflects his deep understanding of the financial landscape and entrepreneurial drive. Spencer’s hands-on experience and strategic insights make him an invaluable resource for clients seeking expert guidance and innovative solutions in finance.

Bookkeeping Manager

Teresa Hill

Teresa Hill possesses extensive experience in accounting, benefits administration, human resources, and management. Her accounting expertise spans both non-profit organizations and large corporations. Teresa has several years of management experience, during which she has coordinated and supervised diverse teams. She specializes in developing processes and procedures that enhance overall efficiency.

General Manager

Amy Ferrara

Amy serves as the General Manager of Operations at Master Plan, bringing extensive experience in collaborating with business owners and clients. She possesses a profound passion for accounting and exceptional administrative skills. Renowned for her dependability, Amy is highly organized and exhibits meticulous attention to detail.

Why Us

Experienced Bookkeepers

Our team has over 50 years combined experience and we have helped thousands of businesses.

1-On-1 Approach

We don't use call centers or outsourced support. When you need us, a member of our team is always available.

Proven Track Record

When it comes to our bookkeeping, well our clients speak for themselves.

(Click Here To See What Our Clients Are Saying)

Let’s Work Together

Get in touch so we can start working together.

Call Us Now
(214) 945-4793