Spring, TX — Serving the Houston Metro Area
Licensed CPA Virtual & In-Person Trusted Advisor QuickBooks Certified Tax Planning Year-Round Nonprofit Specialist Small Business Focus Licensed CPA Virtual & In-Person Trusted Advisor QuickBooks Certified Tax Planning Year-Round Nonprofit Specialist Small Business Focus
A CPA who picks up the phone

Your books, handled.
Your taxes, planned.
Your growth, advised.

A solo virtual CPA practice built for Houston-area small businesses. Bookkeeping, tax preparation, and fractional CFO advisory — delivered with the personal attention and clarity you can't get from a national firm.

"Omar caught deductions our previous CPA missed three years in a row. Our amended returns paid for his entire engagement — and then some."

Small business owner — Spring, TX
What I do

Full-service accounting and advisory for owners who want clarity.

From day-to-day bookkeeping to fractional CFO advisory, I cover every layer of your financial operations — with one dedicated point of contact.

01 / Bookkeeping

Monthly Bookkeeping & Reconciliation

Full-cycle QuickBooks Online bookkeeping, bank and credit card reconciliation, monthly P&L, balance sheet, and cash flow statements. Every transaction categorized, every account balanced.

All Plans
02 / Tax

Tax Preparation & Planning

Federal and Texas state returns for individuals, S-corps, partnerships, and nonprofits. Quarterly estimates, entity-structure planning, and year-round tax strategy — not just season-rush filing.

All Plans
03 / Advisory

Fractional CFO & Controller Services

Cash flow forecasting, budget vs. actual reporting, KPI dashboards, and strategic planning. Senior-level financial leadership without the full-time hire.

Growth & Advisory Plans
04 / Setup

Entity Formation & Cleanup

New entity setup (LLC, S-corp election), chart of accounts design, prior-year catch-up, and books cleanup. Start clean or get back on track.

Engagement-Based
05 / Nonprofit

Nonprofit Accounting & 990 Filings

Specialized fund accounting, Form 990/990-EZ preparation, donor reporting, and board-ready financial packages for Texas nonprofits and faith-based organizations.

Specialty Engagement
06 / Compliance

Sales Tax, 1099s & Multi-State

Texas sales tax filings, multi-state nexus analysis, contractor 1099 management, and franchise tax compliance. The paperwork most owners dread — handled.

Add-On to Any Plan
The difference

What changes when you work with a trusted CPA.

The reason owners keep referring me isn't just the work product — it's how the relationship feels day-to-day.

Books You Can Trust

Accrual-grade financials, closed on a fixed monthly schedule. No "I'll get to it later." Numbers you can actually use to run your business.

Tax Planning, Not Just Filing

Most CPAs only call you in February. I check in quarterly so April never has surprises — and you keep more of what you earn.

Direct Access

One CPA, one phone number, one email. No junior associates, no offshore handoffs, no waiting three days for a one-line reply.

Modern Stack, Texas Roots

QuickBooks Online, secure document portals, e-signature, and encrypted communications — paired with the kind of personal relationship Houston small business runs on.

Strategic Counsel

Entity structure, owner compensation, retirement planning, real estate decisions — I help you think through the financial implications before you sign.

Honest Pricing

Flat monthly engagements with clear scope. No surprise invoices, no per-call billing, no "miscellaneous services" line items.

Sound familiar?

If any of these hit close to home, you're not alone.

These are the exact frustrations my clients had before we started working together.

"My bookkeeper sends me a P&L I can't explain to anyone."

Unreliable books erode confidence and lead to bad decisions. You need numbers that tell the truth — and a CPA who can walk you through them.

"We're six months behind and our last accountant ghosted us."

Backlogs compound. Every month behind makes catch-up harder and audit risk higher. I clean up and keep you current.

"Tax season is a scramble. We always file extensions and hope nothing's wrong."

Reactive tax prep means missed deductions and surprise liabilities. Year-round planning means April is just another month.

"I can never get my CPA on the phone."

You shouldn't have to chase your accountant. Same-day callbacks. Direct line. No gatekeepers.

"I have no idea what my actual margins are."

Without accurate cost tracking, you're guessing at pricing. KPI dashboards give you real visibility into what's working.

"We're growing fast, but the books haven't kept up."

Growth without controls is chaos. Scalable processes, documented procedures, and clean books that grow with you.

Plans & Pricing

Transparent monthly pricing, real value.

Flat-fee monthly engagements. No hourly surprises. No hidden retainers. Cancel anytime with 30 days' notice.

Essentials
For solo owners & startups
$450 /mo & up
  • Monthly bookkeeping in QuickBooks Online
  • Bank & credit card reconciliation
  • Monthly P&L and balance sheet
  • Annual federal & Texas state tax return
  • Quarterly tax estimate calculations
  • Year-end 1099 preparation (up to 5)
  • Email support, same-day response
Start with Essentials
Advisory
Fractional CFO partnership
$1,950 /mo & up
  • Everything in Growth
  • Monthly strategy & advisory call
  • Custom KPI dashboards
  • Financial modeling & scenario analysis
  • Board-ready reporting packages
  • Bank & lender coordination
  • M&A and exit-readiness support
  • Priority year-round access
Discuss Advisory
Who I work with

Deep experience across Houston's small business landscape.

I'm not a one-size-fits-all firm. These are the industries where I bring specific expertise and a track record.

Professional Services

Consultants, attorneys, medical practices, and agencies. Owner-compensation strategy, retirement plan optimization, and entity structure.

Real Estate & Rentals

Schedule E filers, short-term rentals, and small portfolios. Cost segregation referrals, passive activity rules, and 1031 planning.

Trades & Construction

Contractors, subcontractors, and trades businesses. Job costing, 1099 management, and equipment depreciation strategy.

Nonprofits & Faith-Based

501(c)(3) organizations, mosques, churches, and community foundations. Form 990 prep, fund accounting, and board reporting.

Ecommerce & Retail

Shopify, Amazon, and multi-channel sellers. Sales tax nexus, inventory accounting, and platform reconciliation.

Solo & Family Businesses

Schedule C filers, family-owned operations, and second-generation transitions. Practical advice for the long game.

How we'll work together

From first call to financial clarity.

A clear onboarding path designed to get you up and running fast — without disrupting your operations.

01

Discovery Call

30-minute conversation to understand your business, current state of your books, and what you need. No obligation, no pressure.

02

Scoped Proposal

You receive a clear engagement letter with scope, timeline, and flat-fee pricing. We agree before any work begins.

03

Onboarding & Cleanup

I migrate your books, reconcile historical periods, configure your reporting, and set up secure document access. Typically 2-4 weeks.

04

Ongoing Partnership

Monthly financials delivered on schedule. Quarterly check-ins. Year-round access. You always know where you stand.

By the numbers

A practice built on retention and referrals.

I measure success by clients who renew year after year and refer their friends without being asked.

100%
CPA-Signed Returns
98%
Client Retention
15+
Years Experience
Zero
Missed Filing Deadlines
About

Built by a CPA who actually answers the phone.

Omar Ahmed, CPA, PLLC is a virtual practice based in Spring, Texas, serving small businesses and nonprofits across the Houston metro area. With over 15 years of public accounting and advisory experience — and deep specialty in nonprofit accounting — I work directly with every client.

No junior staff. No offshore handoffs. No surprise invoices. Just one licensed CPA who treats your business the way you'd treat it yourself: with care, precision, and an eye on the long term.

Whether you're a solo consultant filing a Schedule C, a growing trades business that's outgrown spreadsheets, or a nonprofit board that needs clean 990s and board-ready financials — the goal is the same. Books you trust. Taxes that don't surprise you. Counsel you can actually use.

Let's talk
Omar Ahmed, CPA

Omar Ahmed, CPA

Founder & Principal
CPA — Texas QBO ProAdvisor Nonprofit Specialist

A Houston-area CPA with deep experience in tax, bookkeeping, and nonprofit advisory. Active in the local business and faith community, with a reputation for direct, honest counsel and disciplined work product.

FAQ

Common questions, straight answers.

Are you taking new clients?

Yes — selectively. I keep a deliberately small client roster so I can give every engagement real attention. The best way to find out if it's a fit is to book a free 30-minute discovery call.

Do you work remotely, in person, or both?

The practice is built for remote-first work — secure portal, e-signature, video calls. Most clients across Houston, Spring, The Woodlands, Cypress, and Katy work entirely remotely. In-person meetings are available for local clients when needed.

What accounting software do you use?

QuickBooks Online is my primary platform — I'm a QBO ProAdvisor and the majority of my client base runs on QBO. I also work with QuickBooks Desktop for legacy clients and can migrate you to QBO as part of onboarding.

What tax software do you use?

I work with several professional platforms (ProConnect, ProSeries, and Drake) depending on engagement complexity. Every return is prepared by me directly and CPA-signed — no outsourcing.

How does pricing work for tax-only clients?

If you only need tax preparation (not monthly bookkeeping), I price annually based on entity type and complexity. Most individual returns start at $450; S-corp and partnership returns start at $850. We'll scope it during the discovery call.

Do you handle audits or IRS notices?

Yes. Existing clients receive notice response and representation as part of their engagement. For non-clients, audit representation is available on an hourly engagement basis.

Can you help me set up a new business?

Yes. I help owners with entity selection (LLC vs. S-corp vs. partnership), Texas Secretary of State formation guidance, EIN setup, S-corp election filings, and chart-of-accounts design. Many clients start here.

How do you protect my financial data?

Encrypted document portal, multi-factor authentication on all systems, BitLocker-encrypted workstations, and secure communication channels. No financial documents sent over unencrypted email — period.

Let's talk

Ready for a CPA who picks up the phone?

Schedule a free 30-minute discovery call. We'll talk through where your books are today, where you want to be, and whether it makes sense to work together.

Or reach out directly: oahmedcpa@gmail.com