Ramon Liriano Jr.
Managing Partner, Elevated Tax Strategies · San Antonio, TX
I help business owners with their bookkeeping, and I teach them how to read their own financials.
20 minutes, on Google Meet. No agenda and nothing to sell.
What I do
I keep the books
Every account categorized and reconciled, every month, so the numbers are actually true. Most owners I meet are running on figures that are months old or quietly wrong.
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, where our team keeps books and files returns for businesses across San Antonio and well beyond it.
What clients say
These are reviews of Elevated Tax Strategies, the firm I run with my partner Joel, from our Google profile.
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.
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.
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.
Speaking
I speak to owner audiences and to other accounting professionals. The talk owners ask for most is the one about reading their own numbers.
- Reading your own financials, for owners who never wanted to be accountants
- Building a modern, tech-first accounting firm
- What actually breaks in small business books, and how to fix it for good
Booking a speaker is easier as a conversation: grab 20 minutes and tell me the audience and the date, and I will tell you straight whether I am the right fit. If you would rather 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 Book time with me
Twenty minutes on Google Meet. Bring a question, an idea, or something you are working on. Whether you are weighing me as a speaker, just met me, or want a second pair of eyes on your books, this is the same calendar. Nothing to sell.