Houston, TX · served from Conroe
Bookkeeping & accounting for Houston businesses.
A dedicated senior operator on your books — David-led, based in Conroe just north of Houston, serving the whole metro remotely and responsively. Same region, a real person who answers, fixed fees in writing.
Conroe-based, ~40 miles north — serving Houston & Harris County. Remote-first, in person by appointment.
In brief
Bookkeeping for Houston, in plain terms.
Do you serve Houston?
Yes — across the whole metro. We're based in Conroe, about 40 miles north of downtown Houston in the same region, and we keep books for Houston and Harris County businesses with a dedicated senior operator, David-led.
Do I need to visit you?
No. We work remote-first — there's no need to drive to Conroe. Documents move through a secure portal and we meet by phone or video. In-person by appointment when it genuinely helps.
How does remote bookkeeping work?
Inside your own QuickBooks file, with accountant-level access through an encrypted portal. The same senior operator runs your reconciliations and monthly close — the standard puts last month's numbers in your hands by the 10th. Distance changes nothing.
What does it cost?
Monthly bookkeeping from about $450/month; 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.
For Houston businesses
Everything we do — for owners across the Houston metro.
The full operational accounting offer, run remotely for Houston and Harris County. Each links to exactly how it works.
Bookkeeping cleanup
Messy or out-of-balance Houston books rebuilt from source, CPA-ready.
Bookkeeping cleanupCatch-up bookkeeping
Months or years behind? Caught up cleanly, in priority order.
Catch-up bookkeepingMonthly bookkeeping
A reconciled monthly close, 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.
AdvisoryHouston's economy, real experience
A metro this varied needs books that fit the business.
Houston runs on energy, the Medical Center, the port, and tens of thousands of owner-run businesses. Here's where we fit — including the corners David has worked from the inside.
Restaurants & hospitality
Houston's dining scene is one of the country's best — and one of the hardest to keep books for. David spent six real years at a resort hotel — spa, restaurants, and golf course: POS reconciliation, prime cost, tips and COGS are familiar ground.
Restaurant bookkeepingConstruction & contractors
Houston builds constantly. Job costing, work-in-progress, and retainage make construction books their own discipline — we run them inside QuickBooks so the numbers per job are real.
Professional & medical practices
Law firms, agencies, and medical or dental practices around the Texas Medical Center and beyond — clean monthly reporting and a senior operator who knows the difference between billings and collections.
E-commerce & retail
Channel reconciliation, inventory, and COGS across the platforms a modern Houston retailer sells on — tied out monthly so you actually know your margins.
Nonprofits & churches
Greater Houston's nonprofit and faith community is enormous. David spent 20 years with a national nonprofit at board level and five with a church — fund accounting and designated giving from lived experience, not a manual.
Nonprofit bookkeepingOwner-run & growing
Most Houston businesses are owner-run and past the spreadsheet stage. A reconciled monthly close and real reporting — without hiring and managing in-house staff.
Whatever you run in Houston, the standard is the same: a dedicated senior operator, David-led and reviewed to his 40-year standard. More on David's background →
How it works from 40 miles away
Remote, but never distant.
Being in Conroe rather than the middle of Houston is not a compromise — for bookkeeping, it's irrelevant. The work happens inside your QuickBooks file and a secure portal, not across a desk.
What you'd actually notice is the opposite of distance: one dedicated senior operator who learns your business, answers when you call, and closes your books on a fixed cadence — the kind of attention a downtown firm with a churning junior bench rarely gives.
Prefer to start in person? We meet Houston clients by appointment. Get in touch →
Your own QuickBooks file
We work inside your QBO or Desktop file with accountant-level access — you keep it and your full history.
Secure, paperless handoff
Encrypted portal, multi-factor authentication, least-privilege access — no statements driven across town.
The same operator, by the 10th
One senior person every month, a reconciled close delivered to a by-the-10th standard.
I've kept books for Houston-area businesses for years from right up the road in Conroe. For the work that matters — clean reconciliations, a close you can trust, a person who picks up — being forty miles north has never once been the thing that mattered.
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.
Houston FAQ
Straight answers for Houston business owners.
Closer to home base? See our Conroe page · elsewhere in the state, bookkeeping across Texas · or why owners choose Westgate.
Houston & Harris County
Get your Houston books reviewed — free.
A senior operator looks at where your books stand and tells you the truth, with a fixed-fee scope. Conroe-based, serving your corner of the metro. No pressure, no obligation.