Just met me at an event? You're in the right place.
Ramon Liriano Jr.
Bookkeeper and Managing Partner, Elevated Tax Strategies · San Antonio, TX
Most owners are running their business on numbers that are months old. I fix the books, then I teach you to read them.
20 minutes on Google Meet. Nothing to buy. If it isn't useful in the first five minutes, hang up, no hard feelings.
- Managing Partner, Elevated Tax Strategies
- Kick Ambassador
- Quoted by Bluevine
- Scaling New Heights 2026 panelist
- Firm rated 5.0 on Google
What I do
Plenty of people will do your books. Far fewer make sure you can actually read them.
I keep the books, so the numbers are true
Every account categorized and reconciled, every month. No guessing from the bank balance, no shoebox in April. I once caught a client up on more than ten years of bank statements in under two hours, because modern bookkeeping should not take months.
I teach you to read them
A Profit and Loss you cannot read is just a file. I walk owners through their own statements line by line until they can tell which months made money, which jobs are worth taking, and what they can genuinely afford.
I run the firm behind it
Managing Partner at Elevated Tax Strategies, the firm I run with my partner Joel Salas. Our team keeps books and files returns for businesses across San Antonio and well beyond it.
Don't take my word for it
Real Google reviews of Elevated Tax Strategies, the firm I run with my partner Joel Salas. Word for word.
I can't recommend them enough. We had a major project on our hands that was overwhelming. Elevated Tax Strategies not only took our project head-on but made it manageable and gave us peace of mind. Ray has been professional, attentive and warm our entire experience.
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.
Ramon and Joel are amazing. They are super knowledgable and helped me get my super complicated crypto books in order.
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.
As featured in
- Bluevine Data Report: The True Cost of Starting a Business
- Bluevine newsroom Bluevine study finds nearly 2 in 3 small business founders cut their own pay to cover unforeseen startup costs
- Bluevine Clean Energy Tax Credits for Businesses in 2026
- Bluevine Guide to small business tax deductions for 2026
- Bluevine webinar From tax season scramble to financial clarity
- ROI-NJ Bluevine study finds startup costs forcing founders to cut their own pay
- FF News Speaker profile: Ramon Liriano Jr.
- Webull News Bluevine study finds nearly 2 in 3 small business founders cut their own pay
- Kick How Elevated Tax Strategies 10x'd their practice with Kick
Speaking
A bookkeeper who still does the work, explaining the numbers so a room actually gets them.
I speak to owner audiences and to accounting professionals. In June 2026 I sat on the Kick panel at Scaling New Heights in Orlando, and I've hosted an on-demand webinar with Bluevine on automating your banking to stay tax-ready.
Reading your own financials
For owners who never wanted to be accountants. The talk owners ask for most.
Building a modern, tech-first accounting firm
For accounting peers. AI doing the grunt work, people checking every number, and the stack we actually run.
What actually breaks in small business books
Stories from real cleanups, and how to fix the problems for good instead of every April.
The fastest way to know if I'm the right fit for your event is 20 minutes, not an email chain. Grab a time and tell me the audience and the date. Prefer to write? Email ramon@elevatedtaxstrategies.com or call (210) 336-0361.
What I run
Elevated Tax Strategies
Managing Partner
A modern tax firm in San Antonio. Tax strategy, preparation and advisory, built to be reachable year-round rather than only in April.
elevatedtaxstrategies.comSan Antonio Bookkeeper
I do the books myself
Monthly bookkeeping for small businesses across San Antonio. Start with a free Books Review: send three months of statements and I build you a real Profit and Loss, then we read it together.
sanantoniobookkeeper.com What 20 minutes with me gets you
- A straight read on your books: whether the numbers you are running on are current, and what to fix first.
- How to read your own Profit and Loss, so you can see which months and which jobs actually made money.
- Booking a speaker? Tell me the audience and the date, and I will tell you straight whether I am the right fit.
- A peer or a vendor? Where we could work together, and an honest answer if we can't.
Pick a time
Twenty minutes on Google Meet. Same calendar whether you just met me, want me to speak, or want a second pair of eyes on your books. Nothing to buy, and I never share your information.
Reach me
P.S. Only here to save my number? That's fine. Save my contact in one tap, and the calendar will be here when a real question comes up.