Business Details
11 Years
experience
Your Trusted Partner for Accounting Solutions in Conroe
Potler CPA Services is a locally owned, professionally managed accountancy firm serving the North Houston area. With over 15 years of experience as a licensed CPA, our founder specializes in tax preparation, bookkeeping, and QuickBooks consulting for individuals and small businesses. Our team combines expertise in public accounting, corporate accounting, and Microsoft Office solutions to deliver accurate, compliant financial services. We prioritize minimizing audit risks while maximizing refunds through CPA-reviewed returns and electronic filing. While we focus on core accounting services, we collaborate with trusted local partners to address additional client needs.Our commitment to personalized service ensures clients receive tailored guidance through complex tax landscapes. Established in 2015, we build on a legacy of excellence from predecessor firms serving NW Houston since 1998. Our office in Conroe, TX, offers convenient drop-off hours and appointment-based consultations to accommodate client schedules. We emphasize transparency, accuracy, and ongoing education to empower clients in managing their financial obligations. Our dedication to evolving tax regulations ensures clients benefit from current best practices in every engagement.
Services
Tax Preparation
Bookkeeping
QuickBooks Consulting
Business Formation
Microsoft Office Consulting
Details
- Year established: 2015
Highlights and features
- We offer 15+ years of CPA experience in complex accounting and tax matters.
- Our team provides CPA-reviewed tax returns for maximum accuracy and compliance.
- We specialize in QuickBooks consulting for seamless financial management.
- Our personalized approach minimizes audit risks while maximizing refunds.
- We collaborate with trusted local partners to address all client financial needs.
Associations and certifications
- Texas State Board of Public Accountancy
- QuickBooks ProAdvisor
- Microsoft Office Specialist
Services
Tax Preparation
Our tax preparation services ensure compliance with evolving federal and state regulations. We specialize in personal and corporate income tax returns, focusing on minimizing audit risks while maximizing refunds. By leveraging CPA expertise, we review all deductions and credits to optimize your tax outcome.
Bookkeeping
We provide remote and on-site bookkeeping to maintain accurate financial records. Our services include transaction recording, account reconciliation, and financial statement preparation. This ensures businesses have reliable data for decision-making and tax reporting throughout the year.
QuickBooks Consulting
Our QuickBooks ProAdvisor team offers setup, training, and troubleshooting for QuickBooks Online and Desktop. We help businesses streamline accounting processes, improve financial tracking, and generate actionable reports for better business insights.
Business Formation
We assist entrepreneurs in establishing new businesses with proper legal structures. Our guidance covers entity selection, registration requirements, and initial tax considerations to ensure compliance from day one while supporting long-term financial goals.
Microsoft Office Consulting
Certified Microsoft Office Specialists provide training and support for Excel, Word, and other Office applications. We optimize workflows for financial management, reporting, and document creation to enhance business efficiency and accuracy.
People
Jonathan Potler
Owner & President
With 15+ years as a licensed CPA, Jonathan specializes in public accounting, tax preparation, and QuickBooks consulting. His expertise spans corporate accounting and financial statement reviews, serving small businesses in manufacturing and energy sectors.
Michelle Potler
Senior Manager
Michelle brings extensive corporate accounting experience, focusing on bookkeeping and tax preparation. As a QuickBooks ProAdvisor and Microsoft Office Specialist, she delivers tailored solutions for small business financial management.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, QuickBooks consulting, business formation assistance, and Microsoft Office consulting for small businesses and individuals.
Are you currently accepting new clients?
We are not accepting new clients at this time but can refer you to trusted partners for tax and bookkeeping services.
How can I submit tax documents?
You can drop off documents at our Conroe office Monday-Friday 9AM-5PM or send electronic files securely through our portal.
Do you offer QuickBooks training?
Yes, we provide personalized QuickBooks training for both Online and Desktop versions to help businesses optimize their accounting processes.
What areas do you serve?
We primarily serve Conroe and the North Houston area, with remote services available for bookkeeping and tax clients statewide.
