You cannot plan taxes on books you do not trust. Every month behind is a month nobody could plan for.
We clean up your books back to January 1, 2025. Done for you. Your bookkeeping is free when three things are true: you run under 20 transactions a month, we file your tax return, and at 30 days you record a short video telling us how it went. More going on than that? We look at your books and give you a real number on the call.
Free needs all three: under 20 transactions a month, we file your return, and a short video at 30 days. Everyone else is quoted on the call.
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Free 15-minute call. No pressure. No spam.
Why owners switch to us
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.
You're paying for expert judgment, not a yes-man. If something looks wrong, we tell you, and we fix it the correct way.
When you have a question, a real person answers. Usually the same day, the next day at the latest.
Clean books mean a clean return and numbers a bank will trust. No April scramble, no red flags.
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.
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
The number one thing behind-on-their-books owners fear is getting ghosted again. Here's what ours actually say.
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.
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
The Clean Books Reset is built for business owners who are behind and want it handled, not coached.
Who handles your books
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
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.
After your first clean month, if you don't feel your books are in better hands than ever, we make it right or refund that month.
Everything below is included when we do your books. The cleanup back to January 1, 2025 comes with it.
Three things make it free: under 20 transactions a month, we file your return, and you record a short video at 30 days. More going on than that? We look at your books on the call and give you a real number. You pay for Kick, the app your books live in, and the account stays yours.
Request my free call →Simple pricing
Both start with the Clean Books Reset (an $8,000 value). No contract and no minimum. Leave whenever you want and your books go with you.
$0/mo only with all 3 conditions
Needs all three: under 20 transactions a month, we file your tax return, and a short video at 30 days.
If any of the three does not fit, you are not stuck. We just quote you a real number instead.
See if I qualifyFree only with all three conditions met.
Quoted
For businesses with more going on than that.
Every business is a different amount of work. We look at your books first, then give you a real number on the call. No guessing and no surprise bill.
Get my number$8,000 cleanup included. No contract.
We do not nickel and dime you on transactions or accounts. If your business grows past the free line, we will tell you before it changes anything, not after.
Everything runs on Kick, the bookkeeping app we set up with you. You pay for Kick and the account is in your name, so your books are always yours. Have more than one business or need payroll? Book a free call and we will build it around you.
It starts with a quick 15-minute call. We tell you where you land, then set everything up, then you upload your statements to Basecamp and we take it from there.
We look at your books together and tell you where you stand. Your bookkeeping is free if all three fit: under 20 transactions a month, we file your tax return, and you record a short video at 30 days. If you have more going on than that, we give you a real number on the call, based on your actual books. You set up Kick, the app your books live in, and you keep it. Your books stay yours.
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.
We do the work in Kick, back to January 2025, and keep your books current every month. After you send the statements, we handle the rest. At 30 days we ask you to record a short video about how it went. On the free plan that is the only thing we ask in return.
Free needs all three: under 20 transactions a month, we file your tax return, and a short video at 30 days. If any of those does not fit, every business is a different amount of work, so we look at your books first and give you a real number on the call. No big upfront payment and no separate cleanup bill, ever.
Yes, when you fit. Three things have to be true: you have under 20 transactions a month, we file your tax return, and at 30 days you record a short video telling us how it went. That is the whole trade. We would rather do great books for you and earn the return than sell you a small monthly bill.
No hidden catch. Here it is plain. Free needs three things: under 20 transactions a month, we file your tax return, and a short video at 30 days. You pay for Kick, the app your books live in, which is yours and stays yours. You upload statements to a private Basecamp folder. That is the whole deal.
No. There is no contract and no minimum. Leave whenever you want and your books go with you, because the Kick account is in your name. The only ask on the free plan is the short video at 30 days.
Yes, we run every client in Kick and nothing else. One system on purpose: it is how we get fast and stay careful. We handle the whole switch. You do not move data or set anything up. Share your current login so we can pull the history, and we do the heavy part. You pay for Kick and the account is yours.
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.
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.
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.
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.
After your first clean month, if you don't feel your books are in better hands than ever, we make it right or refund that month.
Get caught up
We'll look at where you are, answer your questions, and map your cleanup. On the call we tell you whether you fit all three conditions for free bookkeeping, and if you do not, you get a real number right there. No judgment, no pressure.
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.
Or grab a time right now
Cleanup back to January 2025 · Free needs all three: under 20 transactions a month, we file your return, short video at 30 days