Business Details
11 Years
experience
Professional Accountants in Conroe, TX
Potler CPA Services has built a reputation as a leading, professionally managed accountancy firm serving the North Houston area since 2015. Our founder, Jonathan Potler, brings over 15 years of licensed CPA experience from diverse industries including public accounting, manufacturing, and Oil & Gas. We specialize in providing comprehensive accounting solutions tailored to small businesses through remote or on-site bookkeeping, QuickBooks consulting, and tax preparation services by a licensed CPA. Our acquisition of two established bookkeeping firms in 2015 expanded our capabilities while maintaining our commitment to personalized financial guidance. We offer specialized Microsoft Office consulting through a certified specialist and provide business formation assistance to entrepreneurs in our community.Though we don't directly offer financial planning services, we maintain trusted local partnerships to meet all our clients' needs. We relocated our office to The Woodlands in 2016 following the successful integration of acquired firms, combining 17 years of collective local expertise from our original Houston-area operations that began in 1998. Our commitment to excellence is demonstrated through our precise handling of complex accounting transactions and financial statements, while maintaining a passionate focus on supporting small business owners through their tax and accounting challenges. We provide convenient drop-off service at our Conroe location while continuing to serve clients remotely across our service areas.
Services
Bookkeeping Services
Tax Preparation
QuickBooks Consulting
Business Formation
Microsoft Office Consulting
Details
- Year established: 2015
Highlights and features
- We have over 15 years of experience as licensed CPAs in diverse industries.
- We provide both remote and on-site bookkeeping and tax preparation services.
- Our team includes a certified Microsoft Office Specialist for technology consulting.
- We combine the experience of two established Houston-area firms acquired in 2015.
- We maintain trusted local partnerships to address all client financial needs.
Associations and certifications
- CPA
- Microsoft Office Specialist
Services
Tax Preparation
Our licensed CPA provides comprehensive personal and corporate income tax preparation services. We ensure accurate compliance with federal and state tax regulations while optimizing deductions. Our expertise spans complex accounting transactions and financial statements for businesses across multiple industries including manufacturing and Oil & Gas.
Bookkeeping Services
We offer remote and on-site bookkeeping solutions tailored to business needs. Our services include financial record maintenance, accounts payable/receivable management, and customized reporting. With over 15 years of CPA experience, we ensure accurate financial tracking whether working in-person or remotely with clients across the Houston area.
QuickBooks Consulting
Expert QuickBooks implementation and support for businesses seeking efficient financial management. Our consulting covers software setup, data migration, and workflow optimization. We provide personalized training sessions while maintaining system accuracy through our CPA's deep understanding of financial processes and reporting requirements.
Business Formation
Guidance through the business formation process including entity selection and registration. We help entrepreneurs establish proper financial foundations while considering future tax implications. Our CPA's experience with complex accounting structures ensures new businesses start with sound financial frameworks tailored to their industry and growth plans.
Microsoft Office Consulting
Technology solutions through certified Microsoft Office Specialists. We optimize business productivity with customized Excel and Office applications. Our consulting focuses on financial data management solutions that integrate with accounting workflows, leveraging our CPA's expertise in financial reporting and analysis for practical implementation.
People
Jonathan Potler
President
Jonathan Potler is a licensed CPA with over 15 years of experience in public accounting, manufacturing, and the Oil & Gas industry. He founded Potler CPA Services to help small businesses navigate their accounting and tax needs, applying his expertise in complex financial transactions and business formation. His passion for supporting local entrepreneurs led to the acquisition of two established Houston bookkeeping firms in 2015, expanding his ability to serve the community while maintaining personalized service. Jonathan relocated the firm to The Woodlands in 2016 to better serve North Houston clients while continuing his commitment to precise financial guidance. His approach combines deep technical expertise with practical business insight, focusing on long-term client relationships built on trust and professional excellence.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, QuickBooks consulting, business formation, and Microsoft Office consulting services for individuals and small businesses in the Houston area.
Do you serve businesses outside the Houston area?
While based in Conroe, TX, we offer remote services to clients across Texas through our established virtual accounting solutions and software expertise.
What sets your firm apart from other accountants?
Our combination of 15+ years CPA experience in diverse industries, acquisition of two successful Houston bookkeeping firms, and certified Microsoft Office expertise provides comprehensive solutions with personalized attention to small businesses.
Are you currently accepting new tax clients?
We're currently not accepting new clients but can provide referrals to trusted enrolled agents who can assist with tax preparation and bookkeeping needs.
Do you offer financial planning services?
We don't directly offer financial planning, retirement planning, or estate planning services but have established partnerships with local professionals who can provide these services to our clients.
What experience does your team have?
Our lead CPA has over 15 years of experience in public accounting, manufacturing, and Oil & Gas industries. Our firm incorporates the combined 17-year history of two Houston bookkeeping firms acquired in 2015, ensuring deep local expertise.
