Bookkeeping
Cleanup, catch-up, monthly, outsourced. We rebuild messy books and keep them clean. Structured reporting and reconciled records built for operational clarity.
Explore BookkeepingTexas Bookkeeping · QuickBooks ProAdvisor · Conroe, TX
Serious books, handled by senior operators.
Westgate Financial Services is a Texas bookkeeping and QuickBooks ProAdvisor practice handling cleanup, catch-up, monthly bookkeeping, reconciliations, and ongoing QuickBooks Online and Desktop management for small businesses, nonprofits, and churches. The same operators every month — not a rotating queue.
A 30-minute call. We look at your file, tell you what we see, and tell you honestly whether we’re a fit.
- Senior operators Same team every month
- QuickBooks ProAdvisor Online & Desktop
- Conroe, Texas Statewide capable
- Not a CPA firm We work alongside yours
What we do
Three pillars. One operating standard.
Bookkeeping, accounting, and QuickBooks management for Texas small businesses, nonprofits, and churches with real operating complexity.
QuickBooks Management
QuickBooks ProAdvisor management for QuickBooks Online and QuickBooks Desktop. We run your books inside QuickBooks — not Intuit software support.
Explore QuickBooks
Accounting
Operational accounting beyond bookkeeping — clean monthly close, financial reporting, decision-grade numbers. Non-CPA scope.
Explore AccountingSound familiar?
If your books make your stomach drop, you’re in the right place.
The patterns we see most often from Texas owners and nonprofit boards — each one solvable, usually faster than you’d expect.
Bookkeeping cleanup
“My books are a mess.”
Bank feeds out of order. Hundreds of uncategorized transactions. Reports that don’t make sense. We rebuild from source and document every fix.
Bookkeeping cleanupCatch-up bookkeeping
“I’m months — or years — behind.”
Tax deadline approaching. Loan application pending. Books behind. We catch you up cleanly, in priority order.
Catch-up bookkeepingReconciliations
“Books don’t match the bank.”
Unreconciled accounts. Negative undeposited funds. Duplicates. We reconcile to source and fix the root cause — not the symptom.
ReconciliationsQuickBooks cleanup
“My QuickBooks is a disaster.”
Inflated balances. Misclassified transactions. Reports that don’t tie out. Diagnostic first — then a structured QuickBooks cleanup.
QuickBooks cleanupCPA-ready books
“My CPA is asking for clean books.”
Tax-season prep, loan financials, audit support. We deliver clean books your CPA can work from immediately — never the filing ourselves.
CPA-ready prepSwitching bookkeepers
“My bookkeeper isn’t cutting it.”
Switch without losing a month. We onboard cleanly, take ownership of the file, and keep the close cycle running.
Switch without disruption
Our approach
Operator-led, not software-led.
Most modern bookkeeping is software with a thin staffing layer. That works until it doesn’t — until you’re behind, your reports are wrong, or the people on your file rotate every six weeks.
WestgateFS runs differently. Forty-plus years of combined operational judgment behind every file. Senior operators stay on your books. Reconciliation back to source — always. Quality controls before reports leave. Plain-English answers when you ask what the numbers mean.
Featured engagement
Behind a quiet restaurant group, 14 months of clean books.
A 3-location Houston restaurant group came to us behind, anxious, and out of time. This is what senior operators do when the work matters.
Restaurants · Houston · Bookkeeping cleanup
14 months of cleanup, in six weeks — CPA-ready before the deadline.
The problem. Three locations. Mismatched POS feeds. Two years of missing reconciliations. Untracked tip income. A CPA waiting on financials with the tax deadline closing in.
What we did. Diagnostic review of the QuickBooks file. Structured cleanup, location by location. Every account reconciled to source. P&L rebuilt by store with labor and COGS rebalanced.
The outcome. Clean books in six weeks. Tax-ready handoff to the owner’s CPA. The same operators run the books today — monthly, on time, without drama.
- Engagement
- Cleanup & catch-up
- Timeline
- 6 weeks
- Outcome
- Tax-ready by deadline
- Continuing
- Monthly bookkeeping, ongoing
More outcomes
Two more, quieter wins.
Construction · Dallas
Two years behind, caught up in eight weeks.
A specialty contractor with no usable WIP reporting and an SBA loan due in 90 days. Job costing rebuilt, retainage reconciled, bank-grade financials delivered on time.
Read the case studyQuickBooks Online · Statewide
Years of unreconciled QBO, fixed.
A growing services firm with thousands of uncategorized transactions and balances that didn’t match the bank. Diagnostic, cleanup, then ongoing monthly QuickBooks Online management.
Read the case studyA practice, not a platform
Built differently — on purpose.
Most bookkeeping today is sold as software with a thin staffing layer. Here’s how a senior practice runs the same work instead.
| Common option | The WestgateFS approach |
|---|---|
| Rotating bookkeeping teams | The same senior operators on your file every month — no re-onboarding, no context loss. |
| Offshore staff, distant time zones | US-based, Texas-anchored operators. Reachable on your schedule, in your business context. |
| Software-first bookkeeping | Operator-led work. QuickBooks is a tool we run well — not a substitute for judgment. |
| Generic QuickBooks help desks | A QuickBooks ProAdvisor practice that owns your books — not a ticket queue. |
There’s nothing wrong with the alternatives. They’re right for some businesses. They’re just not what we are.
Industries
Specialized for the way real Texas businesses operate.
Restaurants don’t book like contractors. Real estate doesn’t close like e-commerce. We’ve been around long enough to know the difference.
- Restaurants & Hospitality Tip income · COGS · labor ratios
- Construction & Contractors Job costing · WIP · retainage
- Real Estate Investors · agents · property mgmt
- Professional Services Time billing · retainers · project P&L
- Medical & Dental Insurance receivables · practice expense
- Trucking & Logistics Per-mile costing · fuel · driver pay
- E-Commerce Multi-channel recs · inventory · fees
- SaaS & Startups ARR/MRR · deferred revenue
Mission-driven organizations
Quiet expertise with churches and nonprofits.
WestgateFS has served churches, faith-based ministries, and small nonprofits across Texas for years — organizations where stewardship matters as much as accuracy. Fund-style tracking, designated giving, restricted and unrestricted balances, and board-ready reporting — handled with the same operator discipline.
We don’t prepare Form 990 returns. We give you clean books, plain-English reports, and a finance picture your CPA, your board, and your community can trust.
Texas-based, statewide capable
Anchored in Conroe. Built for the whole state.
Deep operating expertise across Houston, Dallas, and Austin — with statewide capability for any Texas business that needs senior bookkeeping operators.
Westgate Financial Services 15834 Berry Hill Dr Conroe, TX 77303 (850) 842-6767How we work
A real process — documented, repeatable, owner-friendly.
From the first conversation to the first clean close.
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Discovery call
A free 30-minute conversation. You tell us what’s going on; we tell you whether we’re a fit. No pressure.
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Diagnostic review
We review a recent month of your QuickBooks file. You get a written diagnostic: what’s clean, what isn’t, and what it would take to fix.
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Onboarding
Engagement letter, document checklist, secure access. Your first 30 days are mapped so the close cycle keeps running.
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Monthly operations
The same operators on your file every month. Reconciliations, clean close, documented review, reports owners read.
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Quarterly review
A structured check-in: what changed, what’s working, what’s next. Tight coordination with your CPA at year-end.
Why owners stay
A quiet kind of relief, every month.
- Same senior operators on your file — for years.
- Books that close on time, every month.
- Reports owners and boards actually read and use.
- A direct line to senior judgment when something matters.
- No ticket queues, no script readers, no surprise account changes.
Honest fit
We may not be the right fit if…
- You’re shopping primarily on price and want the cheapest possible bookkeeping.
- You need tax filing, audit, or other CPA-regulated work — not operational bookkeeping.
- You’re looking for software-only automation rather than operator judgment.
- You only need year-end data entry, not a real monthly close cycle.
- You need same-day Intuit technical support for QuickBooks software issues.
If that’s where you are, we’ll say so on the discovery call — and point you toward someone who’s a better fit. See who we typically work with.
What clients say
Quiet trust from Texas business owners.
“Fourteen months behind across three locations. WestgateFS rebuilt the books, reconciled every account, and had clean P&L by location to our CPA before the deadline. Same team handles us every month now — we don’t worry about our books anymore.”
“SBA loan due in 90 days. No usable WIP reporting. WestgateFS rebuilt our job costing, reconciled retainage, and produced bank-grade financials in time for the loan committee. Calm, senior, deliberate — exactly what we needed.”
“Our ministry needed a partner who understood restricted funds and could give the board reports they could actually read. WestgateFS delivered on both. Quiet, trustworthy, unhurried — the right tone for the work.”
Names withheld; details anonymized. Real engagements. Real outcomes. Read all reviews.
FAQ
Direct answers to the questions Texas owners actually ask.
What does Westgate Financial Services do?
Westgate Financial Services (WFS / WestgateFS) is a Texas bookkeeping practice based at 15834 Berry Hill Dr, Conroe, TX 77303. We handle bookkeeping cleanup, catch-up, monthly bookkeeping, reconciliations, and QuickBooks ProAdvisor management of QuickBooks Online and QuickBooks Desktop for small businesses, nonprofits, and churches across Texas. We are not a CPA firm and do not provide tax filing or audit services — we work alongside your CPA.
Are you a CPA firm?
No. WestgateFS is a bookkeeping and operational accounting practice. We do not provide tax preparation, audit, attest, or other CPA-regulated services. We work alongside your CPA, providing the clean books and operational reporting that make their work faster and more accurate.
Where is WestgateFS located?
We are based at 15834 Berry Hill Dr, Conroe, TX 77303 and serve Texas businesses statewide, with anchored expertise in Houston, Dallas, and Austin. Our work is fully remote-capable on QuickBooks Online and QuickBooks Desktop.
How is monthly bookkeeping priced?
Monthly bookkeeping is priced based on transaction volume, the number of bank and credit card accounts, the complexity of your industry, and the reporting cadence you need. Most Texas small businesses fall into honest, predictable monthly ranges. We never quote until we’ve reviewed a recent month of activity. See our pricing approach.
How long does bookkeeping cleanup take?
Most bookkeeping cleanups take between four and ten weeks, depending on how many months are out of order, how many accounts need reconciliation, and how clean the source documents are. We give a clear timeline after a free diagnostic review of your QuickBooks file. More on cleanup.
Do you work with churches and nonprofits?
Yes. WestgateFS has long-standing experience serving churches, faith-based ministries, and small nonprofits across Texas. We provide fund-style tracking, designated and restricted-giving handling, and board-ready monthly reporting. We do not prepare Form 990 returns — we partner with your CPA for that. Nonprofit bookkeeping · Church bookkeeping.
What’s the difference between WestgateFS and QuickBooks Live?
QuickBooks Live is Intuit’s productized bookkeeping service, staffed by rotating bookkeepers. WestgateFS is an independent QuickBooks ProAdvisor practice run by senior operators. You work with the same operators every month, with full responsibility for your books — not a help-desk queue. See the comparison.
Is my financial data secure?
Yes. We use encrypted file sharing, least-privilege access controls, multi-factor authentication on every system, and secure QuickBooks accountant access — never shared admin logins. Read our data security practices.
Have a question we didn’t answer? Reach out — we respond within one business day.
Operational standards
Four things we hold to. For every client, every close.
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QuickBooks ProAdvisor practice
Credentialed Online & Desktop expertise — the people who use QuickBooks every day.
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Texas-based operators
Conroe HQ. Same senior team on your file every month — no rotation, no hand-offs.
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Secure document handling
Encrypted portal, MFA on every system, least-privilege access. No shared admin logins.
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CPA-ready books
Reconciled to source. Documented. A clean handoff every tax season — without drama.
No marketing badges. Just the standards we work to.
Ready when you are
Book a free bookkeeping review.
A 30-minute conversation. We look at your QuickBooks file, tell you what we see, and tell you honestly whether we’re a fit. No pressure. No quote on the spot.
- Reply within one business day
- You speak with a senior operator
- No long forms · no high-pressure sales