PB ACCOUNTING
Bilingual · Educator · Strategic
Juan Polanco
Bookkeeping · Tax Advisory · Strategy
📱
SCAN HERE & FOLLOW ALONG
pbaccounting.biz/the-shoe-box
Who I Am
Family First
Married to Vanesa (also a CPA). Three kids. They inspire me to keep pushing — to make our lives better every day.
Coach & Community
Coach my son's Pony League team. Catholic community. My compass in business and life.
Venezuelan Roots
Immigrated from Venezuela in 2014. Started with nothing. The day Venezuela won the WBC, I stood in my living room holding this flag — reminded that everything I do here started there.
MY WHY
To educate business owners — especially the bilingual community — to take real control of their finances. Every client I help is one more family equipped with strategic clarity.
Off the Ledger
What fills my life when I'm not building your books
Tradition That Travels
Me in Venezuela. My son here in California. Same passion, two generations, one legacy.
The Ride
Riding horses. My reset button — and a dream come true.
My Partner
Vanesa. Wife, CPA, best decision I ever made.
My Background
MAY 2005 · UNIVERSIDAD BICENTENARIA DE ARAGUA
Where the 20 years started.
20+
YEARS
in accounting across industries
CPA
VENEZUELA
credentialed in my home country
2023
PB ACCOUNTING
founded here in Brentwood
THE BRIDGE
"I'm not a licensed CPA here in the U.S. — yet. But I bring 20+ years of accounting experience and a CPA license from Venezuela. That combination makes me one thing: a bookkeeper who thinks like a strategist."
The Shoe Box Story
Imagine a trade business owner with $100K in profit. Great year, right? Watch what happens next...
1
March 15th
Accountant calls. Great news — you made $100K! Bad news — you owe $14,130 in Self-Employment tax because you're still a Sole Prop.
— $6,480 lost2
Knock Knock — IRS
The letter arrives. You scramble through the shoe box. Chick-fil-A receipts, a Post-it that says "GAS $47." The agent asks for the mileage log. You don't have one.
— Deductions denied3
The Compounding Damage
HSA balance: $0. Retirement account: $0. Nobody ever told you these existed for people like you. Every year, more money slips through the cracks.
— $18,000+/year📦
[LIVE STAGE] This is where you pull out the actual shoe box with props. The dashboard behind you sets the story — you're the show.
The Damage — Live
Let's put a number to this. Someone here — give me a profit number. Any trade business you know. I'll show you exactly what they're losing.
Their Numbers
Type or slide to adjust
$
PRESENTER TIP
Ask the room for a real number. Type it in. Let the total animate. Wait for the gasps.
DAMAGE REPORT
What They're Losing Every Year
Wrong entity structure
Sole Prop instead of S-Corp election
$6,480
HSA never opened
Family plan max contribution lost
$2,739
Solo 401(k) — never set up
Retirement + tax deduction lost
$7,500
Mileage undocumented
Vehicle deduction denied by IRS
$2,000
TOTAL LOST — ONE YEAR
And this is just the beginning...
$18,719
Over 10 years of business = $187,190 that never came back
Why Me And Not Any Bookkeeper?
REGULAR BOOKKEEPER
- Records transactions
- Categorizes expenses
- Files receipts (or asks you to)
- Reports what happened last month
- Silent on entity structure
- Never mentions HSA or Solo 401(k)
- Sees you once a year at tax time
JUAN @ PB ACCOUNTING
- Records + reviews for strategy
- Questions: could you deduct more?
- Trains you to document like an auditor
- Prevents what shouldn't happen
- Flags entity mistakes actively
- Sets up tax-advantaged accounts
- Meets quarterly to plan ahead
My Ideal Referral
Who I want you thinking about this week
TRADE BUSINESS OWNERS
Contractors, plumbers, electricians, HVAC, landscapers, roofers, painters
- ✓$200K – $1M in annual revenue
- ✓Still Sole Prop or Single-Member LLC
- ✓Cash-heavy transactions, informal recordkeeping
- ✓Receipts in the truck, in the shoe box, or lost
- ✓Frustrated with taxes — but doesn't know why
"When the IRS knocks
at your door — will you be ready?"
at your door — will you be ready?"
I make sure my clients always are.
SCAN ME
Juan Polanco · PB Accounting
juan@pbaccounting.biz
pbaccounting.biz/the-shoe-box