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Small business accounting · Conroe, TX · Serving the US

Accounting that runs your small business, not just records it.

A reconciled monthly close, owner-readable statements, and a senior operator who tells you what the numbers mean — for Texas small businesses past the spreadsheet stage. Fixed-fee, CPA-ready, the same person every month.

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Operator-led, not software-only. Senior people on your books every month. We're not a CPA firm — we work alongside yours.

40 years on real books Reconciled monthly close Certified QuickBooks ProAdvisor
P&L · BALANCE SHEET

In brief

Small business accounting, in plain terms.

What is small business accounting here?

The operational layer above bookkeeping: a reconciled monthly close on a fixed date, owner-readable statements, payroll and sales-tax support kept reconciled, and a senior operator who explains what the numbers mean.

Who's it for?

Texas small businesses past the spreadsheet stage — restaurants, contractors, practices, e-commerce, nonprofits — that need senior judgment rather than rotating staff or software-only automation.

How is it different?

The same senior operator every month, every account reconciled to source, quality controls before reports leave, and plain-English answers. Operator-led, not a help desk. Why Westgate →

What does it cost?

A fixed monthly fee, set in writing after a free review — never hourly. See the pricing page for published ranges.

What you actually get

The recording and the interpretation.

Most "small business accounting" stops at data entry — transactions typed in, a report exported, no one who can tell you what it means. That leaves the owner doing the hardest part alone: deciding what the numbers are saying.

We run the whole layer. Your books are reconciled and closed monthly, your financial statements are owner-readable and CPA-ready, and a senior operator is on the other end of the line when you need to know whether last month was actually profitable.

When the numbers raise a strategic question — pricing, cash, a hire — that's where advisory picks up. The accounting is the foundation it stands on. We're not a CPA firm; we keep your books clean and hand them to yours at tax time.

A reconciled monthly close

Every account tied to source and closed on a fixed date — reports owners and lenders actually trust.

Owner-readable statements

A profit-and-loss statement and balance sheet you can read and act on — plus the read on what they say.

A senior operator who answers

The same person every month, reachable — not a rotating queue or an offshore hand-off.

Around small business accounting

The pieces that fit alongside it.

Outsourced accounting

Want the whole back office handled — not just the books? The full outsourced model.

Outsourced accounting

Financial statements

The statements themselves — prepared from reconciled books, owner-readable, CPA-ready.

Financial statements

Books a mess first?

Behind or out of balance? A one-time cleanup gets you to a clean starting point.

Bookkeeping cleanup

Part of the full operational accounting offer.

The judgment a template can't apply

What a real close catches that DIY books miss.

The difference between "the transactions are entered" and "the numbers are right" is a set of judgment calls that automation doesn't make and a hurried owner doesn't catch. These are the ones we correct on almost every set of books that comes to us:

Owner draws booked as expense

Money you take out of the business is equity, not a business expense. Booked wrong, it understates your profit (and overstates your deductions) — a favorite finding in a tax-time review, and exactly the kind of error that invites questions.

Loan payments dumped to expense

A loan payment is part principal (paying down a liability) and part interest (the only deductible piece). Run the whole payment through as an expense and your debt never goes down on the balance sheet while your expenses are overstated — both numbers wrong at once.

Sales tax sitting in income

Sales tax you collect is money you owe the state, not revenue. Left in income, it inflates your sales, distorts your margins, and quietly grows a liability you're not tracking — until the return is due and the number doesn't match.

Personal and business blurred

Personal charges run through the business (and business costs paid personally) muddy both the deduction picture and the true cost of operating. We separate them cleanly, so the P&L shows what the business actually earns and spends.

None of these are exotic — they're the everyday calls that decide whether your reports are trustworthy. Catching them is the difference between books that look done and books that are.

Small business accounting FAQ

Direct answers for small business owners.

Bookkeeping records and reconciles the transactions; small business accounting is the layer on top that turns them into something you can run a business with. That means a reconciled monthly close on a fixed date, owner-readable financial statements — a profit-and-loss statement and balance sheet you can actually act on — payroll and sales-tax support kept reconciled, and a senior operator who answers what a number means when you ask. You get the recording and the interpretation, not just data entry.
Usually at the point where the books have started costing you more than they save — when month-end takes a weekend you don't have, when you're making pricing or hiring calls without trusting the numbers, or when your CPA keeps sending the file back at tax time. Handing off doesn't mean losing control; it means a senior operator keeps the close current and clean while you run the business, and you finally get reports you can lean on.
We keep books for a broad range of Texas small businesses — restaurants and hospitality, contractors and trades, professional and medical practices, e-commerce and retail, nonprofits and churches. David's forty years span hospitality, nonprofit, and church operations from the inside, so the common patterns are familiar ground rather than a learning curve. The fundamentals — reconcile to source, close monthly, report plainly — hold across all of them.
Often, yes — and sometimes the honest answer is not yet. If you're past the spreadsheet stage and a clean monthly close would change how you make decisions, it's a fit. If you're pre-revenue or genuinely tiny, a simpler setup and DIY may be the right call for now, and we'll tell you so in the free review rather than sell you something you don't need.
Very little once we're set up — that's the point. The bank and card feeds flow in automatically, so month to month we mainly need you to forward anything that isn't visible in the feeds (a new loan document, a major purchase receipt, a payroll change) and to answer the occasional categorization question when something genuinely needs your context. You're not collecting and labeling transactions; you're confirming the handful of things only you would know. Most owners spend a few minutes a month, not an evening.
As involved as you want, and no more than you need to be. The work — reconciling, closing, preparing statements — is ours. Your part is reviewing the reports we deliver and telling us when something in the business changes that the books should reflect. Owners who want a monthly call to walk through the numbers get one; owners who just want clean reports in their inbox get that. What you don't have to do is chase the bookkeeping yourself, which is usually the whole reason for handing it over.

Also: payroll support · monthly bookkeeping · the full accounting offer.

Ready when you are

Get accounting that actually helps you run the business.

A senior operator reviews where your books stand and scopes a fixed monthly fee in writing. Reconciled close, real reports, a person who answers. No pressure, no obligation.

Free books review Book a call
Same senior operator monthly Fixed fee, in writing CPA-ready, we work with yours
832-702-3325 Free books review