I worked with Elevated Tax Strategies this year for tax filing, crypto accounting, and cleanup, and Joel and Ray were awesome from start to finish. They responded quickly, explained everything clearly (even sending voice memos, which I loved), and helped me feel confident that everything was handled correctly.
Free bookkeeping cleanup · San Antonio & remote
Behind on your books? You're not doomed. You're just behind.
We clean up your books free, back to January 1, 2025. Done for you. The cleanup is free when you start monthly bookkeeping, and we tell you your exact number on the call before you decide anything.
- We do the work. You just upload your statements to Basecamp.
- Cleaned up and tax-ready in 30 days, or we credit you a month
- Done by a real tax firm, so your books are ready for the return
5.0 from 44 Google reviews
- Same day we reply in Basecamp. No more getting ghosted.
- Done for you you upload statements, we do the rest in Kick.
- 30 days to caught up and tax-ready, or we credit you a month.
- 5 a month new cleanups we take on. Then we are full.
Why owners switch to us
We're not your cheap, do-whatever-you-say bookkeeper.
We keep your books in black and white. So when it's time to file, or you need to be loan-ready, everything is immaculate. No guessing. No cut corners.
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We do it right, not just what you ask.
You're paying for expert judgment, not a yes-man. If something looks wrong, we tell you, and we fix it the correct way.
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Real experts, same or next day.
When you have a question, a real person answers. Usually the same day, the next day at the latest.
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Built for taxes and lenders.
Clean books mean a clean return and numbers a bank will trust. No April scramble, no red flags.
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Step one of your Tax Story Match™.
First we match your bank to your books. Until those two line up, your tax return is built on guesses. Bookkeeping is the foundation everything else stands on.
This is premium, expert-level bookkeeping. Done by people who actually pick up the phone.
If this sounds like you
You already know you're behind. The hard part is opening it back up.
These are the things business owners tell us before their first cleanup. If you feel any of them, you're exactly who this is for.
I've been avoiding my books for months. Now I'm scared to even open them.
The avoidance most owners feel
They were three months behind on my books. What am I even paying for?
Months behind, still paying the invoice
Boxes of receipts and no idea where to start.
Personal and business, all mixed together
I paid someone good money to file my taxes, and they just ghosted me. It was a nightmare.
Ghosted by the last firm
I'm scared that when I go to file I'll have so many fees.
The fear of what tax time will cost
Honestly, I wouldn't even know where to start.
The paralysis of a blank page
Here's the truth: it's not a disaster. It's a cleanup project. And it's free to fix, back to January 2025.
Real owners, real reviews
5.0 from 44 verified Google reviews You won't be left in the dark again.
The number one thing behind-on-their-books owners fear is getting ghosted again. Here's what ours actually say.
These guys are amazing. Super responsive. Super knowledgeable. Super effective at crafting a tax strategy that solves existing problems and proactively plans to account for expected future conditions. Best accountants/tax consultants I've used by a wide margin.
I'm a small business owner who has several businesses but knows little about taxes. This can be a scary position. Elevated Tax Strategies took the time to educate me and walk me through every step. A trusted partner for small business owners.
From buried to caught up
Same books. Two very different feelings.
Before
- Months of statements, nothing sorted
- Personal and business money all mixed together
- No real idea what you made or what you owe
- Dreading what tax time is going to cost
After
- Every transaction sorted and reconciled
- Personal pulled cleanly out of the business
- Real numbers, updated every month
- Books that are ready for the return
Who this is for
This is for you if…
The Clean Books Reset is built for established businesses (roughly $150k a year and up) that are behind and want it handled, not coached.
- You are months or years behind and the pile keeps growing.
- Your personal and business money got mixed together and you don't know where to start.
- Your last bookkeeper went quiet and left you stuck.
- Tax season is coming and you are scared of what you'll owe.
- A bank or lender needs current books and yours aren't ready.
- You just want it off your plate and handled by people who won't judge the mess.
Who handles your books
You'll work with a real person who answers.
I'm Ramon, and I lead the team that cleans up and runs your books. You won't get a login and silence. When you message us in Basecamp, you hear back, usually the same day.
The number one thing our clients say is that we actually respond. After getting ghosted by their last bookkeeper, that's the part that matters most to them. It's the whole point of how we work.
Ramon Liriano Jr. · Elevated Tax Strategies
Our promise
We take the risk, not you.
Done in 30 days
Once we have your bank and card statements, and we'll tell you exactly which ones, your books from January 2025 to today are clean within 30 days, or we credit you a full month. Missing one? We help you pull it from the bank.
Love your first month
After your first clean month, if you don't feel your books are in better hands than ever, we make it right or refund any month you prepaid and haven't used.
What you get, free
A full reset of your books. For zero dollars.
Everything below is included when you start monthly bookkeeping with us. The cleanup back to January 1, 2025 is free.
The free cleanup
01
Full cleanup back to January 1, 2025 All of 2025 plus this year. Every transaction sorted, personal pulled out of the business, reconciled and tax-ready. At our lowest rate, that's about a year and a half of bookkeeping.
$5,400
02
Profit & Loss and Balance Sheet Built from your clean books, ready to hand to your tax preparer.
$900
03
Kick software, on us We run your books in Kick and cover the software cost. You never pay for the tool.
$600
04
Commingled-to-Clean account setup We set up Kick so your personal and business stop mixing at the source.
$500
05
Your Real-Number Money Map A one-page view of money in, money out, and what you actually keep.
$400
06
The "What the IRS Wants" checklist A plain-English list of which records to keep and how long, so you stay ready.
$300
Total real value $8,000+ $0 cleanup
Free when you start monthly bookkeeping, prepaid through December.
Done-for-you books with Kick software included. Your plan scales to the size of your business and how often you want to meet. You prepay the rest of this year in one payment, and that is what lets us do your whole cleanup free. We tell you your exact upfront number on the call, before you decide anything.
Request my free call → How to claim it · 3 steps
Getting started takes about 15 minutes.
It starts with a quick 15-minute call. You pick your plan, we set everything up, then you upload your statements to Basecamp and we take it from there.
- Step 01
Start your monthly bookkeeping
Pick your plan and prepay the rest of this year in one payment. That is what makes the cleanup free. Plans scale to the size of your business and how hands-on you want us to be. Kick software is included either way, and we tell you your exact number on the call before you decide anything.
- Step 02
Upload your statements to Basecamp
We set you up with a private Basecamp project. Drop in every bank statement, every credit card statement, and your asset papers. Nothing to email. Add them as you find them. Basecamp is your private workspace. Only you and your ETS team can see it.
- Step 03
We catch up your books in Kick
We do the work in Kick, our bookkeeping platform, back to January 2025, and keep your books current every month. After you send the statements, we handle the rest.
Before you start
Straight answers to what everyone asks.
How much do I pay up front?
One payment, and we tell you the exact number before you book anything. You prepay the months left in this year at your monthly rate, paid once. That single payment makes your whole cleanup back to January 2025 free. There is no separate cleanup bill, ever.
Is the cleanup really free?
Yes. The cleanup back to January 1, 2025 costs you nothing. You pay for your monthly bookkeeping going forward, prepaid through December, and that one payment is what makes the cleanup free. No surprise cleanup bill.
What's the catch?
No hidden catch. Here it is plain: you start monthly bookkeeping and prepay the rest of this year in one payment. That payment makes your whole cleanup free. You upload your statements to a private Basecamp folder, and we run the books in Kick. That's the whole deal.
Am I locked in? What happens after December?
No long contract. You prepay the months left this year, then you're month to month. No auto-renew surprise, and we refund any prepaid month you haven't used.
I use QuickBooks or Xero. Do I have to switch, and will it break anything?
Yes, we run your books in Kick, and we handle the whole switch for you. You don't move data or set anything up. Share your current login so we can pull the history, and we do the heavy part.
My setup is messy and I don't have every statement. Can you still do it?
Yes. Several accounts, more than one business, missing months, that's normal here. Send what you have, and if a statement is missing we help you pull it from the bank. The messy ones are our favorite.
My books are a total mess. Will you judge me?
No. That is exactly who this is for. We have seen worse. The messier it is, the more it helps to hand it to us. You are not doomed. You are just behind.
What about years before 2025?
We can do those too. Older years take more work, so they cost a little extra. We'll look at what you have on the call and give you a clear number before anything starts.
How fast will my books be done?
Once we have your bank and card statements, and we'll tell you exactly which ones we need, we clean up January 2025 through today within 30 days, or we credit you a full month of bookkeeping.
What if I'm not happy?
After your first clean month, if you don't feel your books are in better hands than ever, we make it right or refund any month you prepaid and haven't used.
Get caught up
Grab your free 15-minute call.
We'll look at where you are, answer your questions, and map your cleanup. On the call we set up your monthly bookkeeping and tell you your exact number. No judgment, no pressure.
You're all set.
We got it. Someone from our team will reach out shortly to set up your free 15-minute call and map your cleanup — keep an eye on your phone.
We'll call from (210) 610-2727. Save the number so you know it's us.
Free cleanup back to January 2025 · For businesses doing about $150k a year and up