The CFO Bookkeeper LLC

The CFO Bookkeeper LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The CFO Bookkeeper LLC, Accountant, San Antonio, TX.

Let me use my 30 years in Forensic Accounting to help your business save tens of thousands of dollars and maintain a stable foundation built on controls that will mitigate risks and give you hundreds of hours of time back to spend on growing your business

11/12/2025

Every entrepreneur with a home office leaves hundreds on the table by not tracking business-use percentages. Even 20 – 30 % of your internet and phone plan can be a legit write-off.

✅ Pro tip: keep a simple log or use your phone’s usage summary to document it.

📘 Learn more inside my Smart Start E-book so you stop donating money to the IRS.

11/10/2025

Legitimately hiring your spouse is a power move most small biz owners ignore.

✔ Wages become deductible business expenses.
✔ They can qualify for Solo 401(k) or health benefits.
✔ Your household income stays in-house — not with the IRS.

🔥 Learn exactly how to structure it in my Smart Start E-book before year end.

11/09/2025

You don’t need profit to start saving on taxes. The IRS lets you deduct certain startup expenses before day one — branding, business licenses, even consulting calls count.

👉 Grab my Smart Start E-book to learn how to set up your business finances the right way so you don’t miss these deductions again.

11/09/2025

Most small business owners skip the single most powerful tax strategy available to them: a Health Savings Account (HSA).

✅ You get a business deduction for contributions
✅ Your money grows tax-free
✅ You can spend it tax-free on qualified medical expenses

That’s literally a triple tax advantage — and most accountants never explain how it works when you own an LLC or S-Corp.

CFO Tip 💼: Even if you don’t spend it this year, let it grow like a retirement account for future medical costs.

📘 Grab your copy of the Smart Start Edition eBook at [DigitalCFO.mba] to learn how to turn everyday expenses into CFO-level savings.

11/08/2025

You can’t deduct what you can’t prove.

Every Zelle, Venmo, or cash payment without a W-9 and invoice is money you’re handing back to the IRS.

Stop losing write-offs — organize your records like a CFO.

📲 Download your Free 1099 Prep Checklist and learn how to keep every dollar you’ve earned.

11/08/2025

Most investors think the secret to wealth is making more money — but the ultra-wealthy know it’s about keeping more of what you earn.

Enter the 1031 Exchange loophole — a completely legal way to sell investment property and roll your profits into another without paying a dime in capital gains taxes today. That’s like giving yourself an instant 20–30% reinvestment boost.

The catch? You’ve got strict IRS timelines, identification rules, and reinvestment criteria — and missing even one can disqualify your entire exchange.

💼 Ready to think like a CFO instead of just an investor?

🔗 Grab your copy of my Ebook From Chaos to Clarity: The Smart Start Edition via the link in my bio or comment 1031 and I’ll send it directly to you.

11/05/2025

Record-keeping isn’t paperwork — it’s protection. Missed receipts = lost deductions = bigger tax bill.

My Smart Start Edition shows you how to set up a CFO-style system that never misses a dime.

11/03/2025

💡Most self-employed entrepreneurs don’t realize that they can actually deduct their own health insurance premiums — even without itemizing.
That means your monthly health, dental, or vision plan could lower your taxable income just like any other business expense.

Here’s the catch — it only applies if you’re not eligible for an employer-sponsored plan (for example, through a spouse’s job). If you qualify, this deduction goes right on your personal return, reducing the tax you owe on every dollar you earn.

📊 Why it matters:
Most entrepreneurs skip this because they think “health costs are personal.” But when you’re self-employed, you are the employer. That’s the whole point of thinking like a CFO — finding ways to turn life’s biggest costs into legitimate business advantages.

💰 Pro tip from The Digital CFO:
Pairing this with your retirement contributions and HSA (Health Savings Account) creates a triple tax win — deduct premiums now, save pretax for future medical expenses, and invest those HSA dollars tax-free.

💋 While this deduction isn’t featured in the Smart Start E-Book, it’s one of the advanced strategies we break down inside the upcoming Advanced Deductions & Wealth Builder Edition (Book 2 of the From Chaos to Clarity series).

🖤 Want to make sure you’re not missing other hidden write-offs like this?
👉 Grab the Smart Start E-Book to master the foundation first — then get on my waitlist for the next edition where we dive deep into CFO-level tax strategy.

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11/02/2025

💼 Self-Employed Retirement Loophole

💡Most entrepreneurs think “retirement planning” is something they’ll get to one day… but here’s the secret the wealthy already know — the IRS actually pays you to save for your own future when you’re self-employed.

If you run your own business, you can open a Solo 401(k) (sometimes called an “individual 401(k)”), and contribute as both the employee and the employer.
That means you can set aside up to $69,000 tax-deferred for 2024 (or even more if you’re 50+ with catch-ups).

📊 Dual Benefit Breakdown:
   •   As the employee, your contributions reduce your taxable income right now — lowering the amount you owe this year.
   •   As the employer, your business also gets to deduct the company’s matching portion as a business expense.
You’re literally saving for your future and cutting your taxes today — the best kind of double dip.

💰 Example: If you earn $120,000 and max out your Solo 401(k), you could potentially slash your taxable income by tens of thousands, while building a retirement nest egg that grows tax-free until you withdraw it later.

🖤 It’s the same strategy I’ve taught countless CFO clients — from solo founders to family-run businesses — and it’s one of the biggest missed deductions I see every single year.

💋 Don’t wait until tax season to scramble — set up your Solo 401(k) before December 31 to claim the deduction this year.

👉 Grab the Smart Start E-Book for more detailed info and tons of real-life client example stories that show you exactly how we use this dual-benefit deduction to save thousands.

11/01/2025

Most business owners miss this one.

You can pay your children up to $14,600 per year TAX-FREE when they help in your business.

That means your business gets a deduction and your child pays zero federal income tax.

Think photography help, filing, packaging, social media, or modeling in your marketing!

This isn’t a loophole, it’s the IRS rewarding family-run businesses.

10/31/2025

Most entrepreneurs overpay taxes every year because they don’t know how the wealthy use the Augusta Rule.

You can rent out your personal home to your business for up to 14 days per year, write it off as a business expense, and pay $0 in tax on that income.

Think board meetings, client dinners, workshops, or content days — all legit business use.

💡 Learn how to document it, calculate the rate, and protect yourself with my free Augusta Rule Checklist.

✨Comment “AUGUSTA” for my Free August Rule Checklist!

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San Antonio, TX
78230

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