The Doza Group

10/20/2026

🎃 Don't worry about ghosts this October. Mixing personal and business expenses will haunt you enough.

One bank account, two identities — it's basically a horror movie plot. "Who bought this? Was it business-me or personal-me?" 👻

The twist ending: it was both of you, and now your accountant has to solve the mystery.

Clean, separate accounts are one of the simplest fixes with one of the biggest payoffs. Let's put this one to rest.

Two accounts. Zero mystery. Let's set it up. Visit us at thedozagroup.com/get-started

10/13/2026

San Antonio business owners: schedule your Q4 financial review in October. Not December. October.

By the end of October, you have nine full months of clean data, your bookkeeper has closed September, and you still have 60+ days to act on what the numbers tell you. Wait until December and most of your options are gone.

A strong Q4 review covers:
✅ YTD revenue, expenses, and profit vs. plan
✅ Your year-end tax position
✅ Section 179 and bonus depreciation decisions
✅ Retirement contributions
✅ HSA and health insurance
✅ Charitable giving
✅ Home office and vehicle deductions
✅ Cash flow forecast through Q1

This is the meeting that produces a calm December.

📅 Book your Q4 review now while there's still time to act. Link in bio.

10/08/2026

🎃 The scariest thing we find in October isn't a costume. It's a subscription list nobody's looked at since January.

Software you forgot you had. Auto-renewals nobody remembers approving. On average, we find $150+/month in stuff businesses are paying for and not using.

That's $150 that could've gone toward the office Halloween party instead. 😕

Clean, accurate bookkeeping catches this stuff before it adds up. That's what we do — every month, not just in October.

Ready to see what's hiding in yours? Let's talk. 👇
thedozagroup.com/get-started

10/01/2026

🎃 It's spooky season. It's also been about 6 months since some of you looked at your books.

No judgment — it happens to the best of us.

If your bank feed has more mystery transactions than a true crime podcast, let's fix that before year-end gets here.

Too scared to look? We'll look for you. 👀
Schedule a discovery call at thedozagroup.com/get-started to learn more.

09/29/2026

New on the Doza Group blog: "5 Signs Your Business Needs a Fractional CFO."

For business owners somewhere between $1M and $10M in revenue — when you've outgrown DIY financial leadership but you're not yet ready (or willing) to put a $200K+ CFO on payroll.

We walk through the five clearest signals we see, what fractional CFO support actually looks like in practice, and the financial-leadership continuum from bookkeeping through full-time CFO.

Recognize any of the five signs? Call us at (210) 960-9021 and let's talk about what CFO support looks like for your business.

5 signs your small business needs a fractional CFO. Learn what a fractional CFO does, when to hire one, and how it compares to full-time CFO costs.

09/25/2026

Meet Hector Serrano of Wholesale Landscape Materials 🌱

We're kicking off our client spotlight series with a San Antonio business we're proud to work with. Wholesale Landscape Materials is a local supplier providing cost-effective landscape materials for projects of any size, from soil, mulch, and rock to flagstone and road base, with home delivery, contractor pickup, and free consultations.

We're grateful Hector trusts us with his accounting. Swipe through to meet him and hear what he has to say.

Local businesses like Wholesale Landscape Materials are the backbone of San Antonio, and it's an honor to support them with clean books, proactive tax planning, and financial guidance that fits how they actually operate.

Have a landscaping project coming up? Reach out to them:
📞 (830) 438-1286
🌐 wholesalelandscapematerials.com

Want a team that understands your business the way we understand Hector's? We'd love to connect.
📞 (210) 960-9021
🌐 thedozagroup.com

09/22/2026

💬 First sign our CFO advisory work is paying off?

The QUESTIONS our clients ask change.

Before: "Did we make money last quarter?"
After: "If we hire 2 more reps in Jan and close rate stays flat, what's our April cash position?"

That's the win. Not a fancier report. Just owners running their business on real numbers. 📊

Ready to start asking better questions? Call us at 📞(210) 960-9021 and let's talk.

09/21/2026

It's Hispanic Heritage Month, and the numbers tell a powerful story. 🇺🇸

Hispanic-owned businesses are the fastest growing segment of new business formation in the U.S. From 2017 to 2023, Hispanic entrepreneurs created over 173,000 new employer firms, a 54% increase. 📈 And it's not just business formation — Hispanic economic output in the U.S. has reached $4 trillion, ranking as the world's fifth-largest economy, if measured independently.

But access to capital and financial guidance is still one of the biggest barriers to growth. Nearly half of Hispanic-owned businesses that need financing are discouraged from even applying.

At The Doza Group, this is personal. We're a Hispanic-owned firm right here in San Antonio, and 49% of our clients are Hispanic business owners. We help them with clean books, proactive tax planning, payroll done right, and financial strategy that fits how their business actually operates, all year long, not just during tax season.

That's why we're kicking off a client spotlight series featuring San Antonio businesses we're proud to work with. Follow our page so you don't miss it!

Own a business in San Antonio? Let's talk.
📞 (210) 960-9021
🌐 thedozagroup.com



Sources: Center for Entrepreneurial Opportunity, "The State of Hispanic Business"; Federal Reserve 2024 Small Business Credit Survey; Latino Donor Collaborative, 2025 U.S. Latino GDP Report

09/21/2026

We're hiring— and looking for our next Tax, Accounting & Advisory Manager to join the team here in San Antonio.

If you're a CPA who's comfortable moving between tax prep and review, accounting, bookkeeping oversight, compliance, and real client relationships — this might be the position for you.

We're not looking for someone who just processes returns. We're looking for someone who wants to be part of how our clients actually make decisions.

📍 San Antonio, TX
🕐 Full-Time
✅ CPA Preferred

Know someone who'd be a great fit? Tag them below or send them our way. 👇

https://vist.ly/5jb8d

09/15/2026

Q3 estimated taxes due TODAY — September 15.

IRS.gov/payments to pay direct. Don't sleep on this!

Q4 deadline (the LAST one) is January 15, 2027. We'll send another reminder closer. ⏰