CPA Firms in Sugar Land, TX

WE ARE NOT CPA's - We are AWESOME bookkeepers and tax professionals! With that disclaimer out of the way, please let us introduce ourselves! We're Steve and Julie, and we're not just your run-of-the-mill bookkeepers—we're genuinely nice people who are passionate about helping self-employed individuals and small businesses like yours thrive. What We Do: 📚 Monthly and/or quarterly bookkeeping 📊 Tax preparation and filings 🧹 Catch-up/clean-up work (Yes, we actually enjoy it!) 🔧 QuickBooks set up 📝 General ledger 💸 Payroll processing 💯 100% outsourced bookkeeping 📑 Accounts payable (entry, bill paying) 📥 Accounts receivable (entry, invoicing, deposits, collection) 🔄 Bank reconciliations 📦 Inventory management We also believe in keeping things simple and clear. That's why we provide customized, easy-to-understand financial reports every month. You'll receive your very own P&L, Balance Sheet, and Cash Flow reports—all tailored to fit your unique needs. But here's what truly matters: Beyond the numbers and spreadsheets, we're just good people. We pride ourselves on being kind, sincere, and trustworthy. Every interaction with us is rooted in honesty and integrity. We're here to add value and build trust, one conversation, one action, one follow-through at a time. So, if you have questions or just want to chat about how we can support you, please don't hesitate to reach out. Whether it's over a zoom or phone call or quick email/text exchange, we're here to listen and help in any way we can. We're genuinely looking forward to connecting with you, Steve and Julie

The Texas CFO specializes in financial accuracy, ad hoc reporting and saving thousands in taxes; We provide Accounting and Tax Consultation Services to small businesses who need bookkeeping, tax planning & filings, financial consultation and business plans. We serve various industries & clients who are in the startup, growth and acquisition phase. We only provide a high level of knowledge and expertise to cater to our clients. Schedule a consultation with The Texas CFO to learn more about our a la carte services!

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.