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

Verizon

As a Solutions Manager at Verizon, I am leading a high-stakes turnaround at the Killeen, Texas location, driving sales growth, customer engagement, and operational excellence. Taking on a store with untapped potential, I leverage my expertise in sales, marketing, and leadership to implement winning strategies that boost revenue, enhance customer experience, and build a high-performing team.

Building on my success in Enid—where I played a key role in integrating the Pioneer Cellular acquisition and solidifying Verizon’s presence—I apply the same high-level execution to Killeen. I focus on data-driven decision-making, process improvements, and leadership development to transform the store into a top regional performer.

Beyond just hitting sales targets, I mentor my team to exceed expectations, fostering a culture of accountability and success. By championing Verizon’s cutting-edge solutions, including 5G and IoT, I ensure both consumer and business clients receive innovative, tailored solutions that drive loyalty and long-term growth.

My impact is clear: revitalizing store performance, exceeding quotas, and positioning Killeen as a powerhouse in Verizon’s global network.

Solutions Manager

As a Solutions Specialist at Verizon, I played a key role in integrating Pioneer Cellular into the Verizon network, ensuring a seamless transition for customers while maintaining service excellence. Based in Enid, Oklahoma, I contributed to building the location into a high-performing store, exceeding sales targets and enhancing customer engagement through expert product knowledge and strategic merchandising.

My ability to align wireless solutions with individual and business needs led to sustained growth, while my leadership in training new team members ensured operational consistency. I developed a deep understanding of Verizon’s product ecosystem, from consumer plans to enterprise solutions, helping position the store as a trusted resource in the region.

Through a combination of superior sales execution, relationship-building, and a commitment to operational excellence, I helped leave Enid as a legacy store—one that continued to thrive beyond my tenure. My performance and impact in Enid set the stage for my promotion to Solutions Manager, where I relocated to Killeen, Texas, to lead a Fortune 20 turnaround with an expanded focus on sales leadership, marketing strategy, and business transformation.

Solutions Specialist

Baker Private Wealth Specialists

President

Baker Group Merger and Acquisition Consultants, Inc. 

As a Regional Associate at Baker Group Mergers & Acquisition Consultants (BGMAC), I specialize in helping business owners maximize the value of their companies when considering an exit, recapitalization, or strategic partnership. Whether an owner is looking to convert equity into liquidity, scale through acquisition, or secure their legacy, I provide expert guidance tailored to their unique goals.

I work directly with business owners, CEOs, and CFOs to identify opportunities, navigate market shifts, and structure deals that drive long-term success. My role goes beyond simple matchmaking—I ensure every transaction is backed by data-driven valuation, strategic positioning, and access to a diverse network of vetted buyers.

With BGMAC’s decades of expertise and my hands-on approach, I help sellers avoid costly mistakes and achieve outcomes that protect both their wealth and their company’s future. If you’re considering a transition, let’s talk about the next move that makes the most sense for you.

Regional Associate

With a passion for helping businesses thrive, I specialize in telecom sales and M&A consulting that drive measurable success. My expertise lies in bridging the gap between cutting-edge wireless solutions and strategic client engagement, consistently exceeding sales targets and delivering seamless experiences.

As President of Baker Private Wealth and a Regional Associate at Baker Group Mergers & Acquisition Consultants, Inc., I empower businesses to maximize their value through strategic financial leadership. Leveraging my management and financial knowledge, I guide leaders through the intricate processes of mergers and acquisitions with precision, ensuring they achieve their unique business goals.

Let’s connect if you’re looking for telecommunications solutions,  to unlock new financial opportunities, or maximize your business’s potential.

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The Battle

Ryan Kittrell

Harvey Baker

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