Conroe, TX · our home base
Bookkeeping & accounting, based right here in Conroe.
Westgate Financial Services is rooted in Conroe, Montgomery County — a real office, a real operator, a real local presence. We serve Conroe and The Woodlands, the greater Houston metro, and businesses across Texas.
15834 Berry Hill Dr, Conroe, TX 77303 · Mon–Fri 9:00 AM – 5:00 PM · in person by appointment.
In brief
Our Conroe home base, in plain terms.
Where are you based?
Conroe, Texas — 15834 Berry Hill Dr, in Montgomery County just north of Houston off I-45. A real, registered office and a real local presence, not a virtual address.
Is it a real office?
Yes. This is the firm's genuine home base — the address on our schema, our profiles, and every invoice. You can meet here in person by appointment; the ongoing work runs securely through a portal.
Who do you serve locally?
Conroe, Willis, Montgomery, and The Woodlands, the greater Houston metro, and businesses across Texas — a dedicated senior operator on every file, David-led.
What does it cost?
Monthly bookkeeping from about $450/month; a one-time cleanup or catch-up typically $1,500–$5,000. Indicative ranges — your exact fixed fee is scoped in writing after a free review. See pricing.
The home base
Rooted in Conroe, Montgomery County.
Plenty of "local" bookkeepers are a mailbox and a stock photo. We're not. Westgate Financial Services is genuinely based in Conroe — a real office on Berry Hill Drive, in Montgomery County, with David Westgate and a dedicated senior team behind it.
That real local presence is why our schema, our Google profile, and our invoices all carry the same address, down to the byte. For a firm you're trusting with your books, knowing exactly where it lives matters.
Serving the metro from here? See our Houston page · the rest of the state, bookkeeping across Texas · or get in touch.
Office
Westgate Financial Services15834 Berry Hill Dr
Conroe, TX 77303
Phone
Hours
Mon–Fri 9:00 AM – 5:00 PM Central · in person by appointment
For Conroe & Montgomery County
Everything we do — for businesses close to home.
The full operational accounting offer for Conroe, The Woodlands, and Montgomery County owners. Each links to exactly how it works.
Bookkeeping cleanup
Messy or out-of-balance books rebuilt from source, CPA-ready.
Bookkeeping cleanupCatch-up bookkeeping
Months or years behind, caught up cleanly and in priority order.
Catch-up bookkeepingMonthly bookkeeping
A reconciled monthly close, the same operator every month, by the 10th.
Monthly bookkeepingQuickBooks ProAdvisor
Setup, cleanup, migration, and management — QBO and Desktop.
QuickBooks ProAdvisorOperational accounting
The monthly close, financial statements, payroll and sales-tax support.
Accounting servicesAdvisory
What your numbers mean and what to do next — once the books are clean.
Advisory
Conroe is home. The address on our door is the same one on our paperwork and our profiles — and that's the point. When you're handing someone your books, you ought to know exactly where they sit and who's behind the desk.
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.
Conroe FAQ
Straight answers, close to home.
More on the firm: about Westgate · the team · why Westgate.
Conroe & Montgomery County
Right up the road — let's get your books reviewed.
A senior operator looks at where your books stand and gives you a fixed-fee scope. Local to Conroe, in person by appointment or remotely — your call. No pressure, no obligation.