Bookkeeping and QuickBooks services for Houston, Texas businesses.
Westgate Financial Services provides bookkeeping cleanup, catch-up bookkeeping, monthly bookkeeping, QuickBooks management, and operational accounting for Houston small businesses, nonprofits, and churches. Senior operators, same team every month, non-CPA scope. Based in Conroe, TX — serving Greater Houston remotely through QuickBooks.
- 40+ years combined experience
- Conroe, TX — ~35 miles from Houston
- QuickBooks ProAdvisor certified
- Non-CPA operational scope
- Same operators every engagement
Westgate Financial Services
- Experience
- 40+ years combined
- Home base
- Conroe, TX
- Certification
- QuickBooks ProAdvisor
- Scope
- Non-CPA · Operational
- Service model
- Remote · QuickBooks
- Operators
- Same team · Every month
What we handle in Houston
Bookkeeping and QuickBooks services available to Houston businesses.
Every engagement runs through QuickBooks Online or Desktop with accountant access. No site visits required. Same operators from onboarding through every monthly close.
Industries we serve in Houston
We understand Houston’s business landscape.
Houston has one of the most diverse small-business economies in the United States. WestgateFS serves the industries that drive it — each with its own bookkeeping demands, transaction patterns, and compliance context.
Restaurants & Hospitality
Houston has one of the largest restaurant markets in the US. High transaction volume, tip reconciliation, cost-of-goods tracking, multi-location P&L, and tight margin management. We have worked with Houston restaurant groups of every size.
Energy & Oil Field Services
Houston is the energy capital of the US. Contractors, service companies, and equipment operations in the energy sector need clean operational accounting. We manage QuickBooks for energy-sector clients with complex billing cycles and project tracking.
Construction & Specialty Contractors
Greater Houston is one of the largest construction markets in Texas. Job costing, subcontractor tracking, progress billing, retainage, and lien waiver management require bookkeeping that understands how construction revenue and expenses actually flow.
Healthcare & Medical Practices
Independent practices and specialty groups across Greater Houston. Insurance payment reconciliation, revenue cycle context, multiple entity management, and HIPAA-aware process. We do not provide billing services — we manage the bookkeeping layer that sits behind your billing system.
Professional Services
Law firms, consulting practices, engineering firms, and business services companies in Houston. Revenue recognition, retainer management, unbilled work-in-progress, and accounts receivable for service businesses with complex billing arrangements.
Nonprofits & Churches
Greater Houston has a large and active nonprofit sector. Fund accounting, grant tracking, restricted and unrestricted fund separation, and board-ready financial reporting for Houston nonprofits and churches operating on QuickBooks.
Houston clients
What Greater Houston businesses say.
“We’d been running three locations on gut feel because we couldn’t trust the QuickBooks numbers. WestgateFS cleaned 14 months of records and now we know exactly where we stand every month.”
“Our previous bookkeeper left and we fell behind. WestgateFS caught us up in two months and hasn’t missed a close since. Same person on our file every time — they know our business.”
“Our CPA used to spend the first few days of tax season untangling our books. Now they get a clean file and go straight to filing. That alone saved us several thousand dollars in CPA fees last year.”
Names withheld. Real Houston-area engagements. Read all reviews →
Greater Houston service area
We serve all of Greater Houston and surrounding areas.
WestgateFS is based in Conroe, Texas — approximately 35 miles north of downtown Houston via I-45. We serve Houston businesses entirely remotely through QuickBooks Online and Desktop with accountant access. Distance is not a limitation: your books are in QuickBooks, and that’s where we work. No site visits are required for any engagement.
We serve businesses throughout Greater Houston including all of Harris County, Montgomery County, Fort Bend County, Brazoria County, and Galveston County. If your business is in the Greater Houston metro area, we serve it.
Ready to talk?
A 30-minute call with a senior WestgateFS operator. Free. No commitment. We’ll tell you what we see and whether we’re a fit.
FAQ — Houston
Questions about WestgateFS in Houston.
Do you have an office in Houston I can visit?
No. WestgateFS is based in Conroe, Texas — approximately 35 miles north of downtown Houston via I-45. We serve Houston businesses entirely remotely through QuickBooks Online and Desktop. No site visits are needed at any stage of an engagement. Your books are in QuickBooks; that’s where we work. Discovery calls, onboarding, and monthly close are all handled remotely — the same way Houston businesses typically work with their CPAs.
How does remote bookkeeping work for Houston businesses?
You grant WestgateFS accountant-level access to your QuickBooks Online or Desktop file. We handle all transaction recording, categorization, reconciliation, monthly close, and reporting from our Conroe office. You see the updated file in real time. We share monthly reports on your schedule. At year-end, we package the file for your CPA or coordinate with them directly. Nothing in the process requires us to be physically in Houston.
Do you work with Houston-area CPAs?
Yes. We coordinate with your CPA directly and can provide them accountant access to your QuickBooks file at any time. We are not a CPA firm — we do not file tax returns or provide tax advice. We handle the bookkeeping layer: clean, reconciled records your Houston CPA can file from. Many Houston-area CPAs prefer receiving an already-reconciled file from a dedicated bookkeeper rather than spending the first days of tax season untangling the year’s records.
What industries do you serve in the Houston area?
Restaurants and hospitality, energy and oil field services, construction and specialty contractors, healthcare and medical practices, professional services (law, consulting, engineering), nonprofits, and churches. Houston has one of the most diverse small-business economies in the US and WestgateFS serves the industries that define it. If your business has operational bookkeeping needs in Greater Houston, we likely serve your industry.
What areas near Houston do you serve?
All of Greater Houston. Harris County including Houston, Pasadena, Baytown, Cypress, Spring, Clear Lake City, and Humble. Montgomery County including Conroe, The Woodlands, Tomball, and Magnolia. Fort Bend County including Sugar Land, Katy, Missouri City, and Richmond. Brazoria County including Pearland, Friendswood, and Alvin. Galveston County including League City and Webster. If your business is in the Greater Houston metro area, we serve it.
Also serving
WestgateFS serves businesses across Texas.
Houston, TX
Ready to talk to a senior Houston-area bookkeeping operator?
A 30-minute call. A senior WestgateFS operator reviews your situation, tells you what they see, and gives you an honest assessment. Free. No commitment. Remote — no drive required.
- Free — no cost, no commitment
- Remote — no drive to Conroe required
- Non-CPA scope — we work alongside your Houston CPA