Accounting · Conroe, TX
Accounting that makes your numbers make sense.
The monthly close, financial statements, payroll, and sales-tax support — run by senior operators who stay on your file.
Fixed-fee, scoped in writing. Same senior operator every month. CPA-ready books — we don't replace your CPA.
In brief
Operational accounting at Westgate, in plain terms.
What is operational accounting?
Operational accounting is the structured monthly work that keeps a business's numbers accurate and decision-ready — the close, reconciliations, and financial statements. It sits between daily bookkeeping and your CPA's tax work, and makes both easier.
What does Westgate accounting include?
A structured month-end close, financial reporting (P&L, balance sheet, cash flow), reconciliations, chart-of-accounts management, payroll, Texas sales-tax support, and year-end CPA coordination — for small businesses, nonprofits, and churches across Texas.
Who is it for?
Texas operators past the point where bookkeeping alone is enough — businesses running roughly $250K to $15M who need a real monthly close and reporting, plus nonprofits and churches that need board-ready, fund-aware accounting.
How is it different?
The same senior operators stay on your file every month — no rotation, no offshore hand-offs. Everything reconciles to source, reports are reviewed before they leave, and you get plain-English answers. We are not a CPA firm; we work alongside yours.
Services
Every kind of accounting work, handled by senior operators.
A structured monthly close, a reporting rebuild, or controller-level oversight as you grow — here's exactly what we do.
Small-business accounting
Full-cycle operational accounting for owners past the spreadsheet stage.
- A structured monthly close
- P&L and balance sheet you can read
- One senior operator, not a team
Outsourced accounting
Your back office, our operators — the whole function, owned.
- End-to-end accounting ownership
- AP and AR management
- Year-end CPA coordination
Financial statements
Decision-grade statements built for operators, not just the CPA's file.
- Monthly P&L and balance sheet
- Cash-flow statement
- Management reporting packages
Payroll
Run on time, filed correctly, reconciled to the penny.
- Payroll run on schedule
- Filed and reconciled
- Clean payroll records in the close
Sales-tax support
Texas sales-tax tracking and filing support — operational, non-CPA.
- Texas sales-tax tracking
- Filing support, on time
- Reconciled back to the books
Accounting for CPA firms
White-label bookkeeping and accounting behind your CPA practice.
- White-label back office
- Senior US-based operators
- Your brand, our discipline
Problems we solve
If your numbers aren't working for you, you're in the right place.
The patterns that recur most for Texas owners and nonprofit boards. Each one is solvable — usually faster than expected, always with a documented plan.
“My close is always late — or never happens.”
No structured process. Reports weeks after the period ends, if at all. We run a fixed-cadence close, same operators, every month, on time.
Month-end close“My P&L and balance sheet don't make sense.”
Reports that don't tie out, categories that don't reflect the business, numbers no one trusts. We rebuild reporting from a clean reconciled base.
“My CPA asks for the same cleanup every year.”
Rushed catch-up every January, extra CPA fees, missed deadlines. We keep books CPA-ready monthly — so tax season is a handoff, not a rescue.
Accounting cleanup Decision-making“I can't make decisions — I don't trust the numbers.”
Gut instinct in place of clarity. We deliver management reports owners actually use — P&L by location, category, or division, with cash-flow context.
Management reporting Growth stage“I'm growing, but my structure hasn't kept up.”
Bookkeeping alone isn't enough anymore. You need a monthly close, real reporting, and controller-level judgment — without the full-time hire.
Controller services“I need a real accounting function — not a hire.”
You want the whole function handled, not another salary and another manager. We own the close, the reporting, and the year-end handoff.
Scope clarity
Operational accounting — and where it stops.
Operational accounting is the layer your business runs on every month: the structured close, the reconciled records, the reports that tell you what actually happened. It is not tax filing, and it is not audit. It's the work that makes both of those easier.
We are not a CPA firm. We do not file tax returns, give tax advice, perform audits, or provide legal or financial-planning guidance. What we do is deliver clean, reconciled books every month — so your CPA can work without spending the first week untangling yours.
How we work
A real workflow — from the first review to the monthly close.
Accounting review
We assess current records, your chart of accounts, and reporting gaps — then put scope, timeline, and what clean looks like in writing before anything begins.
Chart of accounts
Build or restructure the chart of accounts for operational clarity — categories that reflect how your business runs, not a default template.
Reconciliation
Every account reconciled back to source — bank, credit card, loans, merchant accounts — with variances investigated and resolved before the close runs.
Monthly close
Structured, documented, and reviewed by a senior operator before delivery. P&L, balance sheet, and management reports quality-checked at every step.
Reporting & handoff
Owner-readable reports on a fixed cadence, and CPA-ready books maintained every period — so year-end is a clean handoff, not a reconstruction.
Who this is for
Built for operators who need more than transaction recording.
Small businesses · $250K–$15M
Texas operators who need a structured monthly close and real financial reports without hiring a full-time controller — restaurants, contractors, professional services, real estate, medical practices.
Nonprofits & churches
Fund-style tracking, restricted-balance monitoring, designated giving, and board-ready reporting every period — handled by the same team every month. Form 990 stays with your CPA.
Growing operators
Businesses at the point where bookkeeping alone isn't enough. You need close discipline, decision-grade reporting, and controller-level judgment — without the full-time overhead.
Not a fit for every business — and we'll say so on the discovery call. See who we typically work with →
Your CPA vs Westgate
Two different roles. Both necessary.
Your CPA handles tax filing, compliance, and advisory. Westgate handles the operational accounting that makes their work possible — clean, reconciled, delivered every month.
| Your CPA | Westgate operational accounting |
|---|---|
| Tax filing, compliance, and tax planning | Month-end close, reconciliations, and reporting — the clean books your CPA files from. |
| Engagement typically at year-end or quarterly | A monthly close on a fixed cadence — every period, not just at tax time. |
| Financial statements prepared for tax purposes | Monthly P&L, balance sheet, and cash flow built for operator decisions. |
| Audit support and representation | Accounting-system integrity and reconciled records, documented every period. |
| Typically separate from day-to-day bookkeeping | Senior operators on your books every month — bookkeeping and accounting in one team. |
Your CPA is essential. We're the operational layer that makes their work cleaner, faster, and cheaper. Read the full comparison →
Operational standards
Four things every engagement holds to.
QuickBooks ProAdvisor practice
Accounting and bookkeeping managed inside QuickBooks Online and Desktop by senior operators, led by a Certified ProAdvisor, who use it daily.
Texas-based senior operators
Conroe HQ. The same senior operators on your accounting every month — no rotation, no hand-offs.
Secure access
Accountant access only, encrypted document portal, MFA on every system, least-privilege controls. No shared logins.
CPA-ready books
Reconciled to source. Documented. A clean handoff every tax season — no scramble, no surprise cleanup fees.
No marketing badges. Just the standards we work to.
Decision-grade numbers don't come from software. They come from the discipline of a structured close — every account reconciled, every period, by someone who knows what they're looking at.
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.
FAQ
Direct answers to the questions Texas owners ask.
Have a question we didn't answer? Book a free books review — we respond within one business day.
Ready when you are
Book a free accounting review.
A 30-minute conversation with a senior operator. We look at your current records, tell you what we see, and tell you honestly whether we're a fit — no quote on the spot, no pressure.