Certified QuickBooks ProAdvisor · Conroe, TX
A Certified QuickBooks ProAdvisor behind your books — David-led.
Meet David Westgate — 40+ years on real books, Certified QuickBooks ProAdvisor in Conroe, Texas. He leads every engagement and reviews the work to his standard, while a dedicated senior operator owns your file — the same person every month.
A direct line to a dedicated senior operator — David-led, not a rotating queue or a ticket number.
In brief
A Certified QuickBooks ProAdvisor in Texas, in plain terms.
What is a Certified QuickBooks ProAdvisor?
An accounting professional certified by Intuit to set up, clean up, manage, and troubleshoot QuickBooks files. David holds the QuickBooks Online (Levels 1 & 2) and Payroll certifications, with 40+ years on real books.
Is there a ProAdvisor near me in Texas?
Yes — David is based in Conroe, Texas, just north of Houston, and serves businesses statewide on QuickBooks Online and Desktop, plus remote clients nationwide. You work with him directly, not a queue.
What does David do?
He leads the practice and reviews the work to his standard — QuickBooks setup, cleanup, Desktop-to-Online migration, and monthly management, with the same dedicated senior operator on your file every month, reconciled to source and CPA-ready.
How is it different?
A real, named expert owns your file for years — not a rotating help queue and not software guessing. David is a ProAdvisor, not a CPA; we keep your books clean and work alongside your CPA.
Meet David
Forty years on real books — and the credential to prove the software side.
David Westgate has kept books for churches, nonprofits, hotels, restaurants, and small firms for over forty years. Six years at a resort hotel — spa, restaurants, and golf course. Five years with a church. He has seen these books from the inside — which is why a messy QuickBooks file rarely surprises him.
As a Certified QuickBooks ProAdvisor, he pairs that judgment with Intuit certifications in QuickBooks Online — Levels 1 and 2 — and QuickBooks Payroll, working daily in both Online and Desktop files. When you hire us, David leads your engagement and reviews the work to his standard, and a dedicated senior operator owns your file — the same person every month, not a rotating queue.
More on the firm and the team: about David · our team. Independent firm — not affiliated with or endorsed by Intuit; the badges are Intuit's certification marks.
What we handle
The whole QuickBooks job — David-led, owned by one dedicated senior operator.
QuickBooks cleanup
Inflated balances and broken reports diagnosed and rebuilt to tie out.
Learn moreQuickBooks setup
A proper foundation — chart of accounts, feeds, and rules — from day one.
Learn moreDesktop → Online migration
Move to QBO with balances intact and a verified cutover.
Learn moreQuickBooks support
A real operator on your schedule — not a hold queue and a ticket.
Learn moreSee the full QuickBooks practice: QuickBooks management →
Why a real ProAdvisor
A named expert, or a rotating queue.
| QuickBooks Live | David — a Certified ProAdvisor |
|---|---|
| A different bookkeeper every few weeks | The same dedicated senior operator on your file, for years — David-led. |
| Script-driven, generic help | 40 years of judgment, in your business context. |
| Closes a ticket | Owns the outcome — reconciled, closed, CPA-ready. |
Full comparison: QuickBooks Live vs a ProAdvisor →
ProAdvisor FAQ
The questions owners ask before working with a ProAdvisor.
Want to talk to David? Book a call — a real ProAdvisor, on your schedule.
Book a call with David
Talk to a Certified QuickBooks ProAdvisor.
A 30-minute call with David — the Certified ProAdvisor who'll lead your engagement, look at your QuickBooks, and tell you the truth. No quote on the spot, no pressure.