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Texas · statewide, from Conroe

Bookkeeping & accounting for Texas businesses.

One firm, the whole state: a dedicated senior operator on your books, David-led, based in Conroe and serving every corner of Texas remotely. Houston-deep where we're local, equally sharp where we're not.

Based in Conroe, Montgomery County — remote-first across Texas, in person by appointment near home.

All of Texas, remotely Dedicated senior operator 40 years, ProAdvisor-led
DALLAS FORT WORTH AUSTIN SAN ANTONIO EL PASO HOUSTON CONROE home base ALL OF TEXAS one firm · remote-first · one standard

In brief

Texas coverage, in plain terms.

Do you serve all of Texas?

Yes — the whole state, remotely. We're based in Conroe, north of Houston, and the work runs through your own QuickBooks file and a secure portal, so it's the same service in Amarillo as it is up the road.

Which cities are you local to?

Conroe is home — a real office at 15834 Berry Hill Dr — and the greater Houston metro is our backyard. Both have their own pages: Conroe and Houston.

Do I need to be near Conroe?

No — visiting is never required. Documents move through an encrypted portal and meetings happen by phone or video — with in-person by appointment if you're local and want it.

How does remote work?

Inside your own QuickBooks file, with accountant-level access. The same dedicated senior operator runs your reconciliations and monthly close — the standard puts last month's numbers in your hands by the 10th.

Dallas · Austin · San Antonio · Fort Worth · beyond

The rest of Texas, served remotely — and we say so.

We work with businesses in Dallas–Fort Worth, Austin, San Antonio, El Paso, and towns across Texas today. What we won't do is publish a page for every city pretending we have an office on its Main Street — we don't, and firms that fake it usually fake other things too.

What you get instead is the truth: one real office in Conroe, and remote service built so well that distance stops mattering — the same dedicated senior operator every month, David-led, reconciled to source, closed on a fixed cadence.

Outside Texas? We serve remote clients nationwide too. Get in touch →

Your own QuickBooks file

We work inside your QBO or Desktop file with accountant-level access — you keep the file and your history.

Secure, paperless handoff

Encrypted portal, multi-factor authentication, least-privilege access — nothing rides on geography.

The same operator, by the 10th

One senior person every month, a reconciled close delivered to a by-the-10th standard — statewide.

David Westgate, founder of Westgate Financial Services, based in Conroe, Texas
Texas is a big state, and I've kept books for businesses all over it without leaving Montgomery County. Clean reconciliations don't care about mileage. What they care about is the same person doing them, month after month, to the same standard.
David Westgate Founder & Certified QuickBooks ProAdvisor · Conroe, TX

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.

Texas FAQ

Straight answers for Texas business owners.

Yes. Westgate Financial Services is based in Conroe, in Montgomery County, and serves businesses across the entire state remotely — Houston and the metro in our own backyard, plus Dallas, Austin, San Antonio, Fort Worth, and everywhere between. Bookkeeping runs through your QuickBooks file and a secure portal, so the work is identical wherever in Texas you are.
Our home base is Conroe and our deepest local presence is the greater Houston metro — both have their own pages. Beyond that we work with businesses statewide: Dallas–Fort Worth, Austin, San Antonio, El Paso, and smaller cities and towns across Texas, all served remotely with the same dedicated senior operator on your file.
No. There's no need to visit the office. Documents move through an encrypted portal, meetings happen by phone or video, and the work happens inside your own QuickBooks file. If you are local to Conroe or Houston and want to meet in person, that's easy to arrange — but distance changes nothing about the service.
We work inside your own QuickBooks Online or Desktop file with accountant-level access — you keep the file and your full history. Statements and documents come through a secure portal with multi-factor authentication, the same senior operator runs your reconciliations and monthly close every month, and the standard we run puts last month's numbers in your hands by the 10th.
No. Westgate Financial Services is an operational accounting firm — bookkeeping, the monthly close, QuickBooks management, and advisory. David is a Certified QuickBooks ProAdvisor, not a CPA. We keep Texas businesses' books clean, reconciled, and CPA-ready, and we work alongside your CPA at tax time.
Monthly bookkeeping starts around $450/month; a one-time cleanup or catch-up is typically $1,500–$5,000; a QuickBooks file cleanup is typically $750–$2,500. These are indicative ranges — your exact fixed fee is set in writing after a free review, with no hourly billing. See our pricing page for the full breakdown.

Go deeper: Houston · Conroe · why owners choose Westgate.

Anywhere in Texas

Get your books reviewed — free, statewide.

A senior operator looks at where your books stand and tells you the truth, with a fixed-fee scope. Wherever in Texas you run your business. No pressure, no obligation.

All of Texas, remotely Dedicated senior operator Fixed fee, in writing
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