About Westgate Financial Services · Conroe, TX
Westgate Financial Services is an operator-led accounting firm founded by David Westgate. The idea is simple and old-fashioned: a senior person who actually knows your books, stays on your file, and answers the phone.
No sales pitch — just a conversation with the person who'd keep your books.
In brief
Who is behind Westgate?
David Westgate — founder, Certified QuickBooks ProAdvisor, and 40+ years keeping real books for churches, nonprofits, hotels, restaurants, and small firms. David leads; a dedicated senior operator owns your file, reviewed to his standard — not a rotating queue.
What is Westgate?
An operator-led accounting firm in Conroe, Texas — bookkeeping, the monthly close, QuickBooks management, and advisory for small businesses, nonprofits, and churches across Texas and remotely nationwide.
Is it a CPA firm?
No — we're an operational accounting firm, not a CPA firm. We keep your books clean, reconciled, and CPA-ready, and work alongside your CPA. We don't file taxes, give tax advice, or perform audits.
Where are you based?
Conroe, Texas — 15834 Berry Hill Dr, just north of Houston — serving Texas in person where practical and remotely everywhere else.
years keeping real books — for churches, nonprofits, hotels, resorts, restaurants, and small firms.
years with a single national nonprofit, For Kids' Sake, Inc. — board-level work. Two decades with one organization: the "same person for years" promise, lived.
years at a resort hotel — spa, restaurants, and golf course — so a hospitality operation's books are familiar ground, not a learning curve.
years with a church — real, lived experience of fund accounting and designated giving.
The founder
David Westgate has spent more than forty years keeping books. Not consulting about books, not selling software for books — keeping them. For churches and nonprofits, for hotels and restaurants, for the kind of small firms where the owner signs the front of the checks and lies awake over the numbers on the back.
For six of those years, he worked at a resort hotel — spa, restaurants, and a golf course under one roof — close enough to the floor to know what a prime-cost problem looks like before it shows up in a report. For five, he worked with a church — Lincoln City Church of the Nazarene — where designated funds and a board that trusts you are not abstractions. That's the difference experience like this makes: he has seen these books from the inside, not just across a desk.
And for twenty years he served the national nonprofit For Kids' Sake, Inc. at board level — two decades with a single organization. That's the most honest proof there is of the thing this firm promises: not a logo on a contract, but the same person, staying, for years. He has also advised a destination resort on its golf operation and helped a county conservation district keep its grant funding clean — the kind of work that only adds up over a long career.
Over four decades, he watched the industry drift toward the opposite of all that — rotating juniors, offshore handoffs, software left to categorize on autopilot, and an owner who never speaks to the person who actually keeps their books. He built Westgate Financial Services to be the other thing: a senior operator who stays on your file, knows your business, and answers when you call.
He's a Certified QuickBooks ProAdvisor, and the firm is deliberately not a CPA firm — that honesty is part of the point. The firm keeps your books clean and CPA-ready and works alongside your CPA; David doesn't pretend to be one. After forty years, he's learned that the most valuable thing an accountant can offer isn't a fancier dashboard. It's judgment, consistency, and a real person who gives a damn about your numbers — the standard he holds every file to.
“Good books aren't complicated. They're just kept — every month, by someone who knows what they're looking at. After forty years, that's still the whole job.”
Forty years, in moments
A few real moments from David's career, with the organizations named. Not bookkeeping — the calls you make once the books are clean. This is the part forty years actually buys.
For Kids' Sake, Inc. · national nonprofit, 20 years
Donations for the national programs were running well above expenses. At a national board meeting, David proposed a Local Area Coordinator program — contract staff in cities across the country running local programs with their own local fundraising campaigns, so the surplus could grow the work on the ground.
Salishan Resort · resort & golf advisory
Reviewing a quarter for the resort's golf operation, David saw that maintenance fees had run past the revenue from golf memberships and green fees. His advice to management was plain: it was time to look at raising the annual membership cost.
Lincoln County Soil & Water Conservation District · grant compliance
An employee was ready to bill for a project. David's guidance was simple and firm: under the grant's funding rules, billing wasn't authorized until Project ABC was complete and all the previous money was accounted for.
Lincoln City Church of the Nazarene · 5 years
Tithes and offerings were covering the current project and the admin costs — but the thin reserves concerned him. At a board meeting, David proposed a Roof Fund: a separate fund, for future building needs, that individuals could give to directly.
Revenue analysis, grant compliance, reserve planning, program strategy — the judgment that sits on top of clean books. It's also what our advisory work is built on.
The single decision that shapes everything else about how we work.
Experience as expertise
Forty years across real operations means certain industries aren't theory — they're memory. Here's where that shows up.
Six years at a resort hotel — spa, restaurants, and golf course. POS reconciliation, prime cost, tips and COGS — he's lived the operation behind the numbers, not just the ledger.
Restaurant bookkeepingFive years with a church. Fund accounting, restricted and designated giving, and board reports you can defend — from lived experience, not a manual.
Nonprofit bookkeepingFour decades across small firms and owner-run businesses — the everyday operations where clean books are the difference between guessing and knowing.
Bookkeeping servicesWhat we do
The full picture lives on each service's page — here's the short map.
The monthly close, financial statements, and operational accounting.
AccountingCleanup, catch-up, and a reconciled monthly close that stays clean.
BookkeepingProAdvisor setup, cleanup, migration, and management — Online & Desktop.
QuickBooksWhat your numbers mean and what to do next — once the books are clean.
AdvisoryHow we work
Operator-led, the same senior person
One senior operator stays on your file for years — no rotation, no re-onboarding, no offshore handoff.
Reconciled to source
Every account tied back to the actual statement — the only way books are real instead of plausible.
Fixed-fee, scoped in writing
One number for an agreed scope, before any work starts. No hourly meter, no surprise invoice.
Secure by default
Encrypted portal, MFA, least-privilege access, no shared logins — your data handled like it's our own.
Honest about scope
We're a Certified ProAdvisor practice and an operational accounting firm — not a CPA firm, and we say so.
The longer version of the philosophy lives on why Westgate.
What we are — and what we're not
A trustworthy firm tells you where its work stops. Here's ours, plainly.
A Certified QuickBooks ProAdvisor practice
Intuit-certified in QuickBooks Online (Levels 1 & 2) and Payroll — running books in Online and Desktop every day.
An operational accounting firm
Bookkeeping, the monthly close, reporting, and advisory — the books your business runs on.
Senior operators, Texas-based
A real, named senior person on your file — based in Conroe, working US hours.
A CPA firm
David is a ProAdvisor, not a CPA. We keep your books CPA-ready and work alongside yours.
A tax preparer or auditor
We don't file returns, give tax advice, or perform audits — those stay with your CPA.
A rotating or offshore service
No queue of juniors, no distant time zones — the opposite of what we built the firm to replace.
About FAQ
Meet the rest of the team on the team page, or see David's ProAdvisor profile.
No pressure
If any of this sounds like the kind of firm you've been looking for, have a conversation with David. He'll look at where your books stand and tell you the truth — whether or not we're the right fit.