P Mathis The Accountant 2.0

P Mathis The Accountant 2.0 Helping entrepreneurs start, grow, and scale profitable businesses.
📊 Accounting • Taxes • Business Coaching • Real Estate • Notary
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10/05/2026

BUSINESS OWNERS: Which report are you MOST likely to look at? 👀

A. Profit & Loss Statement

B. Balance Sheet

C. Cash-flow information

D. Accounts Receivable

E. All of them

F. My bank balance 😭

G. Whatever my accountant sends me 😂

If your answer is F…

you’re definitely not alone.

But as the business grows, I want you graduating from simply checking how much money is in the account to understanding what the financial reports are telling you.

Which one are you?

Business owners LOVE the Profit & Loss Statement.Why?Because that’s where the sexy numbers live. 😂Revenue.Sales.Profit.E...
10/05/2026

Business owners LOVE the Profit & Loss Statement.

Why?

Because that’s where the sexy numbers live. 😂

Revenue.

Sales.

Profit.

Everybody wants to see:

“How much did we make?”

But then I ask:

“Have you looked at your balance sheet?”

And suddenly everybody needs to go get some water.

😭😂

Your balance sheet gives you a different view of the business.

Generally, it’s showing you things such as what the business owns, what it owes, and the owner’s equity at a particular point in time.

So while your P&L may tell me:

“We had a profitable year,”

your balance sheet may make me ask:

How much cash is actually available?

How much do customers owe the business?

How much debt does the company have?

What assets are sitting on the books?

What does the business owe vendors or lenders?

What’s happening with credit cards?

Are there old balances that should have been cleaned up?

Are there accounts nobody recognizes?

👀

This is why I keep telling business owners:

One number does not tell me whether a business is financially healthy.

You can have strong revenue and significant debt.

You can show profit and have very little cash.

You can own valuable assets and still have cash-flow problems.

You can have $100,000 in receivables that you haven’t collected.

Different financial reports answer different questions.

And if you’re building a serious company, eventually you need to become comfortable looking beyond:

“How much did I make?”

I want you asking:

“What does this business OWN?”

“What does this business OWE?”

“What has happened to the financial position of this company over time?”

That’s CEO-level financial literacy.

Not because you’re trying to become your accountant.

But because you’re trying to understand the company your accountant is accounting for.

😂

Business owners: When was the last time you actually looked at your balance sheet?

Promote your business!!!
10/05/2026

Promote your business!!!

10/04/2026

THE LOWEST POSSIBLE TAX BILL ISN’T ALWAYS THE ONLY GOAL.

I want business owners to understand the distinction.

Yes.

Legal tax efficiency matters.

Absolutely.

But what are we optimizing the business for?

Maybe you’re preparing to buy a building.

Maybe you’re pursuing financing.

Maybe you’re planning to sell the company eventually.

Maybe you’re trying to accumulate cash.

Maybe you’re expanding.

Maybe you’re making major investments.

Maybe your household has other financial considerations.

That’s why tax strategy requires context.

I don’t want to hear only:

“How can I pay the least tax?”

I want to know:

“What are you trying to accomplish?”

Then we can evaluate the tax considerations alongside the larger business objective.

Sometimes those goals align beautifully.

Sometimes there are trade-offs.

And sometimes the smartest decision becomes obvious only after we stop looking at taxes as though they exist separately from everything else.

Tax strategy should support the business strategy—not replace it.

10/04/2026

BUSINESS OWNERS: Which one is part of your next 3–5 year plan? 👀

A. Buy commercial property

B. Obtain business financing

C. Purchase another business

D. Sell my business eventually

E. Bring in investors/partners

F. Build a business that doesn’t need financing

G. I haven’t thought that far ahead yet.

H. I’m just trying to survive THIS WEEK. 😭😂

Here’s why I’m asking:

Your accountant or tax professional should know about major financial goals before they happen whenever possible.

Taxes are one piece of the financial picture.

What’s your letter?

Business owners…This conversation right here?We need to have it BEFORE you need financing.Because sometimes I hear:“I do...
10/04/2026

Business owners…

This conversation right here?

We need to have it BEFORE you need financing.

Because sometimes I hear:

“I don’t want my business showing any profit. I don’t want to pay taxes.”

Then later:

“Coach P, I’m trying to buy a building and the lender says my income isn’t strong enough.”

👀

Now we’re having a completely different conversation.

Business owners need to understand something:

Tax decisions don’t exist in a vacuum.

Your financial records and tax returns may be reviewed for reasons beyond preparing your taxes.

Depending on the type of financing, lender and underwriting requirements, a lender may review items such as:

Business tax returns.

Personal tax returns.

Profit-and-loss statements.

Balance sheets.

Bank statements.

Cash flow.

Debt obligations.

And other financial information.

So if you’re deliberately making business decisions solely because:

“I want to show as little taxable income as possible”

without considering your larger financial goals…

you may be solving one problem while creating another.

And let’s be clear:

This does NOT mean:

“Pay more taxes so a bank likes you.”

No.

😂

It means your accountant or tax professional needs to understand the bigger picture.

Are you trying to purchase commercial property?

Apply for financing?

Bring in an investor?

Sell the company?

Acquire another business?

Make a major capital investment?

Build personal wealth?

Your tax strategy should not be disconnected from those goals.

Because the question isn’t simply:

“How do I reduce taxes?”

The better question may be:

“How do we make tax-efficient decisions while considering what I’m trying to accomplish financially?”

That’s a much more sophisticated conversation.

And it’s another reason I don’t believe business owners should wait until tax season to explain what’s happening in their lives.

Your tax return reports numbers.

But those numbers exist inside a much bigger financial story.

If you’re a business owner looking for tax preparation PLUS proactive tax strategy, tax planning or bookkeeping support, P Mathis & Associates works virtually with business owners nationwide. My pinned Facebook post explains more about the firm and includes our Google reviews.

10/03/2026

YOUR CUSTOMER LIST IS AN ASSET. ACT LIKE IT.

You worked for those customers.

You created content.

Ran ads.

Networked.

Answered questions.

Followed up.

Made sales calls.

Built trust.

Finally got the sale.

Then the transaction ended and…

you disappeared.

😭😂

No follow-up.

No additional offer.

No referral request.

No check-in.

No relationship.

Nothing.

And six months later you’re online saying:

“I NEED MORE LEADS!”

Baby…

Can we check on the customers you already HAVE first? 😂

Depending on the business model, some customers naturally purchase once.

Others may have opportunities for repeat purchases, renewals, upgrades, additional services or referrals.

The point isn’t to harass people into buying again.

The point is to build a business that doesn’t forget someone the moment their payment clears.

Because growth isn’t only:

Acquire. Acquire. Acquire.

It can also be:

Acquire → Serve → Retain → Expand → Refer.

That’s a much stronger customer engine.

10/03/2026

BUSINESS OWNERS: What happens AFTER somebody buys from you? 👀

A. We have an actual follow-up system.

B. We regularly market additional services to existing customers.

C. We ask for referrals.

D. We stay connected through email/text/content.

E. It depends on the customer.

F. Absolutely nothing. 😭

G. Coach P… why are you attacking me on a Saturday? 😂

I’m not attacking you.

I’m looking for money you may be leaving on the table. 😂

What’s your letter?

Business owners…We spend SO much time talking about leads.More leads.More followers.More reach.More customers.More sales...
10/03/2026

Business owners…

We spend SO much time talking about leads.

More leads.

More followers.

More reach.

More customers.

More sales.

And meanwhile…

there are people sitting in your customer database who already:

Know you.

Trust you.

Bought from you.

Experienced your service.

And potentially need you again.

But nobody followed up with them.

😭

That’s a business problem.

Because acquiring a customer and keeping a customer are two different skills.

Let’s say 100 customers buy from you this year.

If almost all of them disappear and you have to replace those 100 customers next year just to stay at the same revenue level…

your marketing machine has to keep running HARD.

But what happens when customers stay longer?

Buy again?

Purchase additional services?

Refer other customers?

Now we’re talking about something much bigger than:

“How do I get more leads?”

We’re talking about the economics of the customer relationship.

And this is why customer retention is a financial conversation too.

I want business owners asking:

How many customers came back?

How long do customers typically stay?

Which services lead to repeat business?

Why do customers leave?

Are we following up after the sale?

Do customers know what else we offer?

Are we measuring referrals?

Are we giving good customers a reason to remain connected to the business?

Because sometimes the next $50,000 isn’t hiding inside a new audience.

It may be sitting inside the relationships you’ve already paid to acquire.

👀

Now don’t misunderstand me.

We still need marketing.

We still need new customers.

But I don’t want you filling a bucket with new customers while old customers are falling through a hole in the bottom.

Acquisition grows the customer base.

Retention protects it.

A healthy business should think about both.

So let me ask you:

What does your business intentionally do AFTER somebody becomes a customer?

Address

Ocala, FL
33473

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Wednesday 10am - 5pm
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Telephone

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