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?
A fixed monthly fee, or a one-time fixed price for a cleanup or catch-up — scoped in writing after a free review, never hourly. See the pricing page for the published ranges.
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.
Across the Houston metro
The communities we know best — north of the city.
Our office sits at the north edge of the metro in Conroe, so the northern suburbs are home ground. Each has its own page with its own local economy — pick the one nearest you.
The Woodlands
Master-planned business hub in our own Montgomery County — corporate offices, medical and professional practices, Town Center retail.
The Woodlands bookkeepingSpring
Corporate corridor and historic Old Town — energy-sector employers, oil-and-gas services, and independent shops and restaurants.
Spring bookkeepingTomball
A railroad town grown into a working hub — trades, small manufacturers and distributors, medical practices, and a historic downtown.
Tomball bookkeepingKingwood
The "Livable Forest" near Lake Houston — medical practices, home-based professionals, and Town Center retail. Built for remote-first owners.
Kingwood bookkeepingHumble
An oil-town name and an airport-era economy near Bush Intercontinental — logistics, hospitality, and the US-59 retail and auto corridor.
Humble bookkeepingMontgomery
Historic town on Lake Conroe in our own county — hospitality, marine and rental businesses, and a seasonal economy we know first-hand.
Montgomery bookkeepingRight in the city core or elsewhere in the metro? This page covers all of Houston & Harris County — and all of Texas beyond it.
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 · Updated July 2026
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.