Do you feel like you’re flying blind when it comes to your business finances? Many small business owners struggle to keep their books in order, minimize taxes, and manage cash flow effectively. Without clear financial systems in place, making confident business decisions can feel impossible.

With the right financial systems in place, you can say goodbye to:

❌ Hoping… you can continue to afford staff
❌ Wondering… if you’ll ever get out of debt
❌ Crossing your fingers… for bank loan approvals
❌  Dreaming… about paying yourself someday

But that kind of decision-making confidence doesn’t happen overnight. In my experience, most small businesses go through 3 Stages of Financial Maturity:

𝐒𝐭𝐚𝐠𝐞 𝟏 - 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞
In this foundational stage, we create systems to ensure:

- Your books are complete and accurate.
- Your business is fully compliant with all relevant taxing authorities.

𝐒𝐭𝐚𝐠𝐞 𝟐 - 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧
After we have a solid financial foundation in place, we can turn our attention to systems and strategies for:

- Tax Minimization and
- Cash Flow Maximization

𝐒𝐭𝐚𝐠𝐞 𝟑 - 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐆𝐫𝐨𝐰𝐭𝐡
This is the stage everyone wants to be in, but few put in the effort to achieve. Now, we have the fundamentals in place that will allow us to focus on.

- Financing Growth (internal and/or external)
- Managing by KPIs

In practice, these stages are not always clear-cut. Business will often show characteristics of more than one stage at a time. That’s why we don’t treat every client with a “cookie cutter” approach. Rather, we strive to meet you where you are and help you move forward.

As a CPA and Padgett Affiliate (more about Padgett in a minute), I offer four key service categories to help create the systems you need to make confident financial decisions. 

📚 Accounting: Real-time insights into your financial position and cash trends
💰 Tax: Strategic planning to minimize liabilities and maximize cash retention
🧾 Payroll: Efficient management of your largest expense, ensuring timely payments
🔍 Advisory: Expert guidance to make informed financial decisions


🏆 PADGETT AFFILIATE ADVANTAGE:
As a proud member of the Padgett network, I bring over 50 years of collective experience in supporting small businesses across America. This affiliation enhances our tax, accounting, payroll, and advisory services with extensive resources and the latest industry updates. It’s like having an entire team of All-Stars sitting on your bench, eagerly waiting to go to bat for your success.

Want to learn more? DM, email, call to more.

Ryan Kittrell

Legal & tax strategy for professionals & nonprofits | M&A deals | Legal structuring | Tax planning | Nonprofit Tax Exemption

I founded BOSS Advisors: a central hub of business lawyers, accountants, and business consultants, licensed to practice law in Arizona as an Alternative Business Structure. 🌵

We’re hyper-focused on helping business owners and nonprofit executives grow by implementing modern, scalable business practices. ☑️

We don’t try to do everything. We surround ourselves with a deep network of trusted advisors. 🤝 

Call me when you’re ready to grow!

www.bossadv.com

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Ryan Kittrell

Mike Payne, JD - CPA

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