CPA Firms in San Marcos, TX

Hi, I’m David Otukelu — a licensed insurance professional with Mutual of Omaha. I help individuals and families find personalized life insurance and financial protection solutions that fit their goals and budget. Whether you’re planning for the future, protecting your loved ones, or building a legacy, I’m here to guide you every step of the way with education, transparency, and care.

We are accounting and bookkeeping experts that specialize in providing financial reconciliations, monthly financial statement creation, and transaction processing for small to medium-sized businesses. Our experienced team has members who will provide you with quality and expertise. From CPA certifications to QuickBooks ProAdvisors, our team has past experience ranging from public accounting to corporate finance.

**We now have four locations - Katy, Houston, The Woodlands & Beaumont: 25807 Westheimer Parkway, Suite 369, Katy, TX 77494 5718 Westheimer Road, Suite 1000-102, Houston, TX 77057 3645 Calder Avenue, Beaumont, TX 77706 2001 Timberloch Pl, Suite 552D, The Woodlands, Texas 77380 I am a certified public accountant with experience working with individuals, businesses, and charitable organizations. I provide fast, reliable, and affordable accounting, bookkeeping, QuickBooks, and tax services. I can also represent you before the IRS. To find out more about how I can help you or your business, please contact me. I enjoy helping my clients save as much money as legally possible and getting them an accurate return in a timely manner.

Hi! I’m a bookkeeper and fractional CFO helping small business owners across the U.S. feel clear, confident, and in control of their money. If you're tired of wondering where your cash is actually going or second-guessing what’s possible for your business, I’ve got you. My services are designed to take the stress out of your finances so your books stay clean, your decisions stay informed, and your goals stay front and center. Whether you're just getting serious about tracking your numbers or you're growing fast and need more strategy behind the scenes, I offer monthly packages that grow with your business. My style is thorough, approachable, and judgment-free (because let's be real we've all had messy months). You bring the vision, I’ll bring the financial clarity to back it up.