Texas-based operators · 40+ years experience
Bookkeeping done by operators, not automations.
Cleanup, catch-up, monthly bookkeeping, reconciliations, and QuickBooks management — handled by a real Texas firm with four decades of operational accounting experience.
- 30-min file review · no obligation
- Fixed-fee proposal in 48 hours
- Real Texas operators
Operator-led, not assembly-line
Why owner-operated Texas businesses move their books to Westgate FS.
If any of this sounds familiar
The six bookkeeping problems we solve every week.
Most of our engagements start because something specific has gone sideways. Pick the closest match — you'll find a real plan, not a sales page.
Behind on bookkeeping
3 months. 12 months. 36 months. We've taken on every flavour of "I just haven't kept up."
Messy books
Wrong categories, duplicate transactions, broken bank feeds, balances that haven't tied in months.
Switching bookkeepers
Your last bookkeeper went dark, raised rates, or stopped answering. We onboard cleanly in 30 days.
Preparing for tax season
Your CPA needs reconciled books, a clean chart of accounts, and tied year-end balances. We deliver all three.
Books not ready for tax filing
Filing deadline is close, the books aren't. We work the timeline back from your CPA's review date.
QBO is a mess
Bank feed loops, duplicate vendors, miscategorised assets, two-year-old uncategorised income. Rebuilt cleanly.
Three connected practices
Bookkeeping. Accounting. QuickBooks. One operator team.
We don't subcontract. The operator who runs your monthly bookkeeping is the same person who cleans up your QuickBooks file and closes your year-end. That's the entire point.
Monthly books, kept close.
Ongoing operator-reviewed bookkeeping for owner-operated businesses. Reconciled monthly, reviewed by a real operator, delivered with a P&L and balance sheet that ties.
Explore bookkeeping AccountingClose the month. Close the year.
Month-end close, year-end close, financial reporting, and chart-of-accounts work for businesses that need real numbers, not a CSV export.
Explore accounting QuickBooksQuickBooks, run by operators.
QuickBooks Online and Desktop bookkeeping. Not software support — bookkeeping management inside the file your CPA will actually open at year-end.
- QuickBooks bookkeeping
- QuickBooks cleanup
- QuickBooks catch-up
- QuickBooks Online
- Chart of accounts rebuilds
How we work · five steps, plainly
A 30-day path from "I'm behind" to closed books.
-
File review
Operator review of your current QuickBooks file, bank-feed status, and prior-period balances. No data entry yet — just a clear read of what's there.
Days 1–3 -
Fixed-fee proposal
A written scope and price by 48 hours after the review. Cleanup, catch-up, and monthly cadence are quoted separately so you see the math.
Day 3–5 -
Chart & feeds
Chart of accounts rebuilt or repaired. Bank, card, and merchant feeds connected and tested. Vendor list deduplicated.
Week 2 -
First reconciliations
First full reconciliation pass against statements. Uncategorised transactions categorised. Variance flags raised and resolved.
Week 3 -
Close & cadence
First clean monthly close. P&L and balance sheet delivered. Monthly cadence locked in. Operator stays on as the same point of contact.
Week 4
Where we fit · where we don't
Operator-led vs. the two cheaper options.
There's an honest answer for every shape of business. If you're a five-person shop running on auto-categorised feeds, you may not need us. If your books matter to your CPA, your lender, or your buyer — keep reading.
We're not the cheapest line item. We're the firm you keep for the third, fourth, and fifth year.
Bookkeeping is operational accounting. Done well, it's the cheapest insurance an owner-operated business can buy. Done badly, it's the single most expensive mistake on the balance sheet. We do it well, every month, the same way, for the same clients, with the same operators.
Texas service area
We work with owner-operators across the state.
Texas at launch. Houston, Dallas, Austin, San Antonio, Fort Worth — plus everywhere in between that runs QuickBooks. Remote-first, US-located, same operator every month.
Honest answers, first
Frequently asked, plainly answered.
Are you a CPA firm or a tax preparer?
No. Westgate Financial Services is an operator-led bookkeeping and accounting firm. We coordinate directly with your CPA at tax time and deliver books that are ready to file — we do not prepare or file the tax return itself. If you'd like a CPA recommendation, we keep a short list of Texas firms we trust.
Do you fix QuickBooks software errors and connection problems?
We are not a QuickBooks software help line. We manage the bookkeeping inside QuickBooks Online and Desktop — cleanup, catch-up, reconciliations, chart-of-accounts rebuilds, and the ongoing monthly bookkeeping. For software-platform errors (sync failures, app crashes, licence issues), Intuit support is the right first call.
How far behind on bookkeeping can you take on?
Routine work is three to twelve months behind. We regularly accept multi-year catch-up engagements — twenty-four to thirty-six months — when the underlying records are recoverable. The first thing we do is a thirty-minute file review so we can quote the work honestly before either of us signs anything.
Are you really based in Texas, or is the work sent offshore?
Our operators are Texas-based and US-located. There are no offshore handoffs and no anonymous data-entry pools. The operator you speak with on the first call is the same operator who reconciles your accounts each month. That's the operating model — and the reason we charge what we do.
Do you publish pricing?
Yes. We publish transparent monthly retainer ranges by business size on our pricing page, and cleanup pricing by months behind. We send a fixed-fee written proposal after a thirty-minute review of your QuickBooks file. No hourly surprise invoices, no scope creep.
What does the first thirty days look like?
Week 1: file review and prior-period assessment. Week 2: chart of accounts and bank-feed setup. Week 3: first reconciliations and full categorisation pass. Week 4: first clean monthly close, P&L and balance sheet delivered, ongoing cadence locked in. Full detail on our onboarding page.
Free · 30 minutes · no obligation
Book a bookkeeping review with a real Texas operator.
We'll review your QuickBooks file, tell you what's broken and what isn't, and send a written fixed-fee proposal within forty-eight hours. If we're not the right fit, we'll say so on the call.