QuickBooks management · Conroe, TX
Your QuickBooks, run right — by people who live in it.
ProAdvisor setup, cleanup, migration, and monthly management inside QuickBooks Online and Desktop. We run your books in QuickBooks — we're not Intuit's help desk.
Diagnostic first. Fixed-fee, scoped in writing. The same senior operator on your file every month — David-led.
In brief
QuickBooks management at Westgate, in plain terms.
What is QuickBooks management?
QuickBooks management is having a Certified ProAdvisor run your books inside QuickBooks Online or Desktop — setup, cleanup, reconciliation, monthly bookkeeping, and the judgment to keep the file accurate. It's the work of an operator, not the software's support line.
What does Westgate QuickBooks include?
ProAdvisor management, QuickBooks cleanup, setup, Desktop-to-Online migration, ongoing support, and the QBO-vs-Desktop decision — all inside QuickBooks Online and QuickBooks Desktop, for businesses across Texas and remote nationwide.
Who is it for?
Texas small businesses, nonprofits, and churches on QuickBooks who want a dedicated senior operator on the file — David-led — rather than a rotating help queue or DIY guesswork, plus owners migrating, setting up, or cleaning up a file.
How is it different?
A real, named ProAdvisor — David Westgate, 40+ years — owns your file and stays on it. We run your books inside the QuickBooks you already own, reconcile to source, and never quietly move you to another platform. We are not a CPA firm; we work alongside yours.
Services
Everything QuickBooks, run by a dedicated senior operator — David-led.
Setup, cleanup, migration, or month-to-month management — handled inside QuickBooks by people who use it every day.
QuickBooks ProAdvisor
Certified ProAdvisor management of your file — David's flagship service.
- Intuit-certified · Online & Desktop service
- 40 years of operator judgment
- A real, named expert on your file
QuickBooks cleanup
Inflated balances, misclassifications, and reports that don't tie out — fixed.
- Diagnostic before any work
- Misclassifications corrected
- Reports that finally tie out
QuickBooks setup
A proper foundation: chart of accounts, bank feeds, and rules — right from day one.
- Chart of accounts built to fit
- Bank feeds & categorization rules
- Set up to stay clean
Desktop → Online migration
Move from QuickBooks Desktop to Online with balances intact and a clean cutover.
- Balances migrated intact
- Clean, verified cutover
- Post-migration file check
QuickBooks support
Real operators who run QuickBooks daily — not a ticket queue or a hotline.
- A real operator, not a script
- On your schedule
- In your business context
Online vs Desktop
The version question, answered straight — which QuickBooks actually fits you.
- QBO vs QBD, plainly
- Which fits your operation
- A migration path if needed
QuickBooks problems we solve
If your QuickBooks file fights you, you're in the right place.
The QuickBooks patterns Texas owners describe most. Each one is fixable — usually faster than you'd expect.
“My QuickBooks is a disaster.”
Inflated balances, miscategorized transactions, reports that don't tie out. We run a diagnostic first, then a structured cleanup.
QuickBooks cleanup Reconciliation“My balances don't match the bank.”
Unreconciled accounts and undeposited-funds messes inside the file. We reconcile to source and fix the root cause.
QuickBooks cleanup“I set it up myself and it's a mess.”
A chart of accounts that means nothing, feeds miscategorizing everything. We rebuild the foundation so it stays clean.
“I need to move from Desktop to Online.”
You want QBO but you're afraid of losing history or breaking balances. We migrate intact, with a verified cutover.
“QuickBooks support couldn't help me.”
A hotline that reads scripts and closes the ticket. We're operators who run QuickBooks every day and own the outcome.
“QuickBooks Live keeps changing my bookkeeper.”
A new face every few weeks and no one who knows your business. We put the same dedicated senior operator on your file, for years — David-led.
QuickBooks Live vs a ProAdvisorWhat we are
A ProAdvisor practice — not Intuit's software support.
We run your bookkeeping inside QuickBooks Online or QuickBooks Desktop — not on top of it, not in a separate platform we'll quietly migrate you to. Your file stays clean, your close ties out, and your CPA can pull anything they need.
We're a credentialed ProAdvisor practice that owns the outcome on your file. For genuine software bugs that need Intuit, we'll tell you — and point you there.
- QuickBooks Online
- Monthly management, reconciliations, reporting, and clean app integrations inside QBO.
- QuickBooks Desktop
- Bookkeeping on QBD with periodic file-health checks and migration support when it's time.
- File cleanup
- Diagnostic-first cleanup of inflated balances, miscategorized transactions, and broken reports.
- ProAdvisor-led judgment
- Senior operators who use QuickBooks every day, led by a Certified ProAdvisor and reviewed to David's standard — not a ticket queue.
How it works
From a file review to a QuickBooks that runs itself.
Free QuickBooks review
A ProAdvisor opens your file and tells you what's clean, what isn't, and what it takes to fix — in writing, before any work.
Setup or cleanup
We build the foundation or rebuild the mess — chart of accounts, feeds, rules, and a reconciled baseline.
Migration, if needed
Moving Desktop to Online? We migrate balances intact, verify the cutover, and run a post-migration check.
Monthly management
The same senior operator on your file each month — David-led — running reconciliations, categorization, a documented close, and reports you can read.
Support on your schedule
A direct line to a real operator when you have a question — not a hold queue and a ticket number.
Who this is for
Built for Texas businesses that run on QuickBooks.
QuickBooks Online users
Owners on QBO who want a dedicated senior operator managing the file monthly — David-led, reconciled, categorized, and closed on time.
QuickBooks Desktop users
Businesses still on QBD that need ongoing management, file-health checks, and a clean migration path when the time is right.
Setting up or switching
New businesses setting up QuickBooks the right way, and owners leaving a rotating service for a named ProAdvisor.
QuickBooks Live vs a real ProAdvisor
Scheduled hours, or an operator who owns your file.
QuickBooks Live is Intuit's own bookkeeping service, working scheduled hours within a published scope. Here's how an independent ProAdvisor practice runs the same work instead.
| QuickBooks Live | A Westgate ProAdvisor |
|---|---|
| A rotating queue of bookkeepers | The same dedicated senior operator on your file every month — David-led, for years. |
| Generic, script-driven help | 40 years of operator judgment, in your business context. |
| Owns a ticket, not your books | Owns the outcome — reconciled to source, closed on time. |
| Tied to Intuit's own offering | Independent, Texas-based, and accountable to you. |
See the full breakdown: QuickBooks Live vs a ProAdvisor →
Operational standards
Four things every QuickBooks engagement holds to.
Certified ProAdvisor practice
Intuit-certified — QuickBooks Online Levels 1 & 2 and Payroll — working in Online and Desktop files every day.
Texas-based senior operators
Conroe HQ. The same senior operator on your file every month — David-led, no rotation, no hand-offs.
Secure file access
Accountant-level access, encrypted portal, MFA, least-privilege controls. No shared admin logins.
CPA-ready books
Reconciled to source inside QuickBooks. Documented. A clean handoff every tax season.
The standards we work to — and below, the certifications that sit underneath them.
Certified by Intuit
The certifications behind the ProAdvisor title.
Three current Intuit certifications — the credential layer under every QuickBooks engagement we run.
QuickBooks Online — Level 1
The core QuickBooks Online certification: setup, banking, categorization — the everyday mechanics of a clean file.
QuickBooks Online — Level 2
The advanced certification: complex transactions, troubleshooting, and the judgment calls past the basics.
QuickBooks Payroll
The payroll certification: payroll setup and the bookkeeping that keeps wages, liabilities, and filings reconciled.
Independent firm — not affiliated with or endorsed by Intuit. QuickBooks and ProAdvisor are trademarks of Intuit Inc.; the badges are Intuit's own marks for the certifications this practice currently holds.
QuickBooks is a good tool in the right hands. The software doesn't keep your books — a person who knows what they're looking at does.
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.
QuickBooks FAQ
Direct answers to the QuickBooks questions Texas owners ask.
Cleaning up or setting up a file? Book a free QuickBooks review — a ProAdvisor will look and tell you the truth.
Ready when you are
Let a ProAdvisor look at your QuickBooks.
A 30-minute review of your file with a Certified QuickBooks ProAdvisor. We'll tell you what's wrong, what it takes to fix, and whether we're a fit — no quote on the spot, no pressure.