Texas accounting firm · Conroe
Your books, closed by the 10th. Every month.
An accounting firm run on operator judgment, not software guessing. Bookkeeping, QuickBooks, and a clean monthly close — handled by senior people who stay on your file. Forty years on real books, based in Conroe and built for the whole state.
Fixed-fee, scoped in writing. Same senior operator every month. We get your books CPA-ready — we don't replace your CPA.
In short
Westgate Financial Services is a Conroe, Texas accounting firm. We handle bookkeeping cleanup, catch-up, monthly books, and QuickBooks management for Texas small businesses, nonprofits, and churches — operator-led, fixed-fee, and CPA-ready. We are not a CPA firm; we work alongside yours.
What we do
Three pillars. One operating standard.
Bookkeeping, accounting, and QuickBooks management for Texas small businesses, nonprofits, and churches with real operating complexity.
Bookkeeping
We rebuild messy books and keep them clean — reconciled records and structured reporting built for operational clarity.
Explore bookkeepingQuickBooks management
ProAdvisor management of QuickBooks Online and Desktop. We run your books inside QuickBooks — not Intuit software support.
Accounting
Operational accounting beyond bookkeeping — a clean monthly close, financial statements, and decision-grade numbers. Non-CPA scope.
Advisory and forecasting thread through all three — the forward-looking layer once your books are clean and you want to know what the numbers mean for what's next. See advisory & forecasting →
Sound familiar?
If your books make your stomach drop, you're in the right place.
The patterns that recur most for Texas owners and nonprofit boards — each one solvable, usually faster than you'd expect.
“My books are a mess.”
Bank feeds out of order. Hundreds of uncategorized transactions. Reports that don't make sense. We rebuild from source and document every fix.
Bookkeeping cleanup“I'm months — or years — behind.”
Tax deadline approaching. Loan application pending. Books behind. We catch you up cleanly, in priority order, without losing the detail.
Catch-up bookkeeping“My books don't match the bank.”
Unreconciled accounts. Negative undeposited funds. Duplicates. We reconcile to source and fix the root cause — not the symptom.
Reconciliations“My QuickBooks is a disaster.”
Inflated balances. Misclassified transactions. Reports that don't tie out. We run a diagnostic first, then a structured QuickBooks cleanup.
QuickBooks cleanup“My CPA is asking for clean books.”
Tax-season prep, loan financials, audit support. We deliver clean books your CPA can work from immediately — never the filing ourselves.
CPA-ready prep“My bookkeeper isn't cutting it.”
Switch without losing a month. We onboard cleanly, take ownership of the file, and keep the close cycle running.
Switch without disruption
Clean books aren't a software outcome. They're the result of someone paying attention — on purpose, every month.
Twenty years with a national nonprofit. Six years at a resort hotel — spa, restaurants, and golf course. Five years with a church. He has seen these books from the inside.
Our approach
Operator-led, not software-led.
Most modern bookkeeping is software with a thin staffing layer. That works until it doesn't — until you're behind, your reports are wrong, or the people on your file rotate every six weeks.
Operator-led vs software-only- Senior operators stay on your books. The same people who learned your business keep closing it — no re-onboarding every quarter.
- Reconciliation back to source — always. Every account tied to the statement, not to a plausible-looking feed.
- Quality controls before anything leaves. Reports get a second set of senior eyes before they reach you or your CPA.
- Plain-English answers. Ask what a number means and you'll get a straight reply, not a ticket.
Forty years of real books
We've cleaned up books across most of Texas business.
For four decades, David has kept books for restaurants, contractors, real-estate operators, professional firms, churches, and nonprofits — the kind of businesses where the numbers have to be right and someone has to understand them.
That history is why a messy file rarely surprises us. We've seen the inflated balance, the three years behind, the reconciliation that never tied out — and we know the order to fix them in. The natural starting point is a structured bookkeeping cleanup or catch-up, then a monthly close that keeps the books clean.
The process
What does a bookkeeping cleanup involve?
- Diagnostic first. We review a recent month and write up what's clean, what isn't, and what it takes to fix — before any work starts.
- Rebuild from source. Statements, not guesses. Every account reconciled and every correction documented.
- Fix the structure. Chart of accounts, categorization rules, and the close process — so it stays clean after we hand it back.
- Hand off or keep it running. CPA-ready books you can take elsewhere, or a monthly close we run for you. Your call.
A practice, not a platform
Built differently — on purpose.
Most bookkeeping today is sold as software with a thin staffing layer. Here's how a senior practice runs the same work instead.
| The common option | The Westgate approach |
|---|---|
| Rotating bookkeeping teams | The same senior operators on your file every month — no re-onboarding, no context loss. |
| Offshore staff in distant time zones | US-based, Texas-anchored operators. Reachable on your schedule, in your business context. |
| Software-first bookkeeping | Operator-led work. QuickBooks is a tool we run well — not a substitute for judgment. |
| Generic QuickBooks help desks | A ProAdvisor practice that owns your books — not a ticket queue. |
There's nothing wrong with the alternatives — they're right for some businesses. They're just not what we are. See how we compare to QuickBooks Live and to app-based, software-only services — or, if you're already with Bench, Pilot, or a local bookkeeper, how we switch you over without losing a month.
Industries
Specialized for the way real Texas businesses operate.
Churches & nonprofits
Quiet expertise with mission-driven organizations.
Westgate Financial Services has served churches, faith-based ministries, and small nonprofits across Texas — organizations where stewardship matters as much as accuracy. Fund-style tracking, designated giving, restricted and unrestricted balances, and board-ready reporting, handled with the same operator discipline.
We don't prepare Form 990 returns. We give you clean books, plain-English reports, and a finance picture your CPA, your board, and your community can trust.
Nonprofit & church bookkeepingTexas-based, statewide
Anchored in Conroe. Built for the whole state.
Deep operating expertise in Houston and our Conroe home county — with statewide coverage and remote service for businesses beyond Texas.
Westgate Financial Services · 15834 Berry Hill Dr · Conroe, TX 77303 832-702-3325
How we work
A real process — documented, repeatable, owner-friendly.
Discovery call
A free 30-minute conversation. You tell us what's going on; we tell you whether we're a fit. No pressure.
Diagnostic review
We review a recent month of your QuickBooks file. You get a written diagnostic: what's clean, what isn't, and what it takes to fix.
Onboarding
Engagement letter, document checklist, secure access. Your first 30 days are mapped so the close cycle keeps running.
Monthly operations
The same operators on your file every month. Reconciliations, a clean close, documented review, and reports owners actually read.
Quarterly review
A structured check-in: what changed, what's working, what's next — with tight coordination with your CPA at year-end.
Why owners stay
A quiet kind of relief, every month.
- The same senior operators on your file — for years.
- Books that close on time, every month.
- Reports owners and boards actually read and use.
- A direct line to senior judgment when something matters.
- No ticket queues, no script readers, no surprise account changes.
Honest fit
We may not be the right fit if…
- You're shopping primarily on price and want the cheapest possible bookkeeping.
- You need tax filing, audit, or other CPA-regulated work — not operational accounting.
- You want software-only automation rather than operator judgment.
- You only need year-end data entry, not a real monthly close cycle.
- You need same-day Intuit technical support for QuickBooks software issues.
If that's where you are, we'll say so on the discovery call — and point you toward someone who's a better fit.
Operational standards
Four things we hold to. Every client, every close.
QuickBooks ProAdvisor practice
Intuit-certified QuickBooks Online and Payroll expertise — the books run inside QuickBooks by people certified to do it.
Texas-based operators
Conroe HQ; the same senior team every month, no rotation and no offshore hand-offs.
Secure document handling
Encrypted portal, multi-factor authentication, least-privilege access — no shared logins.
CPA-ready books
Reconciled to source, documented, and handed off clean every tax season.
No marketing badges. Just the standards we work to.
FAQ
Direct answers to the questions Texas owners actually ask.
See our transparent pricing, or get a free books review — we respond within one business day.
Owner education
Learn the numbers before you buy the service.
Still researching? Good — these guides answer the questions plainly, with real published figures. Buy when the numbers make sense to you.
How to read a P&L
The owner's walkthrough, layer by layer — and the ten-minute monthly habit that catches drift early.
Read the walkthroughWhat a bookkeeper costs
Hourly, app-based, fixed-fee operator — the three models with real dated figures, honestly compared.
The three modelsWhat a cleanup costs
Our published $1,500–$5,000 range and the four factors that place your books inside it.
The cost mechanicsBook a free books review
Tell us about your books. We'll tell you the truth.
A 30-minute conversation. We look at your QuickBooks file, tell you what we see, and tell you honestly whether we're a fit — no quote on the spot, no pressure.