Connect MyBiz is a team of experienced business owners

who understand the challenges and rewards of entrepreneurship. Our mission is to connect small to medium-sized business owners with top-tier tax and ERC experts.


We’re rigorous when it comes to choosing the right CPA partners. We work with tax industry experts, not companies strictly focused on ERC. Our partners have been fully vetted and have a long history of serving clients with excellence. Every “i” will be dotted and “t” crossed before anything is submitted to the IRS.

We have hand selected several expert ERC specialized firms to represent clients who work with our representatives. Our ERC specialists are not just “regular CPAs,” but are an extraordinary group of professionals who work solely in this tax credit space to help not only maximize your refund amount but also to earn your trust and can assist in other areas of your business if needed.

Our Team

Roy Matlock Jr. has over 38 years of experience in wealth management. Roy’s mission is to educate and assist individuals and businesses in creating and managing wealth. Roy is the creator of the nationally syndicated radio show “The Money Game”, now known as “The Dave Ramsey Show”. He is a well-respected educator and trailblazer in the finance industry and the owner of Sales Team Pro® a financial technology business. Please visit Roy online at to learn more.

Joshua has 16 years of experience in financial services and is an entrepreneur who has launched several successful startups. He is dedicated to helping blue-collar, middle-class Americans achieve financial confidence and is passionate about helping small business owners thrive. Visit Josh online at to learn more.

Lucas brings 14 years of experience in digital technology and design into ConnectMyBiz. As a professional digital technology guru and a long-time colleague of Roy and Josh, he joins their team to help create the technological bridge between business owners and highly-knowledgeable tax and accounting professionals. Lucas is excited to bring this opportunity to small and medium-sized companies across the United States.



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