QuickBooks ProAdvisor practice · Texas · Conroe, TX
Westgate Financial Services is a credentialed ProAdvisor practice managing QuickBooks Online and QuickBooks Desktop for Texas small businesses, nonprofits, and churches. File review, cleanup, ongoing monthly management, and migrations — handled by senior operators with 40+ years of combined experience.
In brief
Services
Whether your file is broken, your books are behind, or you need senior judgment on the platform every month — here’s exactly what we do.
Inflated balances. Miscategorized transactions. Reports that don’t tie out. We diagnose first, then run a structured cleanup — every account reconciled to source.
End-to-end QBO management. Setup, monthly bookkeeping, reconciliations, app integrations, and clean reporting — run by ProAdvisors who use it every day.
QBD bookkeeping done properly. Class and job costing, inventory bookkeeping, periodic file-health checks, and clean year-end CPA coordination.
A senior ProAdvisor on your file every month. Credentialed in Online and Desktop, with judgment built across decades of real engagements — not script-readers, not rotating staff.
A written diagnostic of one recent month in your file: what’s clean, what isn’t, what it would take to fix, and what it should cost. Free as part of a discovery call.
Migrate Desktop to Online cleanly. We diagnose the source file, map the chart of accounts, validate historicals, and reconcile post-migration — not a one-click export gamble.
Problems we solve
Patterns we see most often from Texas owners running QuickBooks Online or Desktop. Each one is solvable — usually faster than expected.
Cleanup
Inflated balances, miscategorized transactions, broken reports. Diagnostic first — then a structured cleanup, every account reconciled to source.
CleanupUnreconciled accounts
Years of unreconciled accounts. Negative undeposited funds. Duplicates. We reconcile to source and fix the root cause — not the symptom.
ReconciliationsRotating bookkeepers
No context. Different judgment every close. A queue, not a relationship. We staff the same senior ProAdvisors on your file — for years.
Live vs ProAdvisorMigration planning
QBD to QBO done cleanly. We diagnose the source file first, map the chart of accounts, validate historicals, and reconcile post-migration.
MigrationFile diagnostic
A written diagnostic of one recent month — what’s clean, what isn’t, what it would take to fix. Free as part of a discovery call.
Request a file reviewSoftware vs bookkeeping
Intuit supports the software. Bookkeeping — the judgment about your numbers — is what we do. ProAdvisor management, not a help-desk queue.
ProAdvisor management
Platforms
Online and Desktop are different products with different strengths. We manage both, every day, and we’ll tell you honestly which fits your business — not which earns us more.
For most Texas small businesses today, Online is the right answer. For some construction, manufacturing, and inventory-heavy operators, Desktop still wins. The conversation matters more than the default.
How we work
Every engagement starts with a diagnostic. Every monthly close runs the same disciplined sequence.
We review one recent month of your file. Written findings: what’s clean, what isn’t, and what it would take to fix.
Structured cleanup of an existing file, or fresh setup with a chart of accounts built for your operating shape.
Bank, credit card, loan, merchant. Every account reconciled back to source. Variances investigated, not papered over.
A senior ProAdvisor reviews the work before anything leaves our desk. Quality controls on the close, the P&L, and the balance sheet.
A reconciled monthly close on a fixed cadence. Owner-readable reports. The same team on your file every month.
Live vs ProAdvisor practice
QuickBooks Live is Intuit’s in-house bookkeeping product. WestgateFS is an independent ProAdvisor practice. The difference shows up in the work.
| QuickBooks Live | WestgateFS ProAdvisor practice |
|---|---|
| Rotating bookkeepers in a queue | The same senior ProAdvisors on your file every month — no re-onboarding, no context loss. |
| Productized scope | Engagements shaped to your operating reality — cleanup, catch-up, monthly, migration, controller-level support. |
| Intuit-staffed bookkeeping | Independent Texas practice. Senior judgment. No funnel pressure to upgrade subscriptions. |
| Software-first thinking | Operator-led work. The platform is the tool. Judgment is the work. |
QuickBooks Live is the right answer for some businesses. It’s just not what we are. See the full comparison.
Who this is for
We work best with operators who want senior ProAdvisor judgment on their file — not software shortcuts and not the cheapest possible option.
$250K–$15M revenue. Restaurants, contractors, professional services, medical practices, e-commerce, trucking, real estate — operators who need a senior ProAdvisor inside their Online file every month.
Construction, manufacturing, and inventory-heavy businesses still on Desktop. We run QBD properly — class and job costing, inventory bookkeeping, periodic file-health checks — and migrate to Online only when it’s right.
Small Texas nonprofits, faith-based ministries, and churches. Fund-style tracking, designated giving, restricted balances, and board-ready reporting — handled by the same team every month.
We’re not a fit for everyone — and we’ll say so honestly on the discovery call. See who we typically work with.
Real outcomes
Anonymized engagements. Real timelines. Real outcomes.
QBO · Statewide
A growing services firm with thousands of uncategorized transactions and balances that didn’t match the bank. Diagnostic, structured cleanup, then ongoing monthly QBO management.
Read the case studyRestaurants · Houston
A Houston restaurant group with mismatched POS feeds and missing reconciliations. File rebuilt, P&L by location reconstructed, CPA-ready before the tax deadline.
Read the case studyConstruction · Dallas
A specialty contractor on Desktop with no usable WIP reporting and an SBA loan due in 90 days. Job costing rebuilt, retainage reconciled, bank-grade financials delivered on time.
Read the case studyWhat clients say
“We came off QuickBooks Live after a year of rotating bookkeepers and a file we no longer recognized. WestgateFS rebuilt it from the bank up. Now the same ProAdvisor handles our books every month — we finally trust the reports.”
“Our QBO file had thousands of uncategorized transactions and balances that didn’t tie out. WestgateFS diagnosed it in a week, wrote a clear plan, and cleaned it up. Calm, senior, deliberate — the work spoke for itself.”
“We needed to move from Desktop to Online and we’d heard horror stories. WestgateFS diagnosed our file first, mapped the migration, and reconciled everything afterward. No drama. No surprises.”
Names withheld; details anonymized. Real engagements. Real outcomes. Read all reviews.
Operational standards
Credentialed Online & Desktop expertise — the people who actually use QuickBooks every day.
Conroe HQ. Same senior ProAdvisors on your file every month — no rotation, no hand-offs.
Accountant access, encrypted portal, MFA on every system, least-privilege controls. No shared admin logins.
Reconciled to source. Documented. A clean handoff every tax season — without drama.
No marketing badges. Just the standards we work to.
FAQ
A QuickBooks ProAdvisor is a bookkeeping or accounting professional credentialed by Intuit on QuickBooks Online and Desktop. WestgateFS is an independent ProAdvisor practice handling file review, cleanup, ongoing Online and Desktop management, QBD-to-QBO migration, and monthly bookkeeping for small businesses, nonprofits, and churches across Texas. We are not Intuit support, and we are not a CPA firm.
QuickBooks Live is Intuit’s productized bookkeeping service, staffed by rotating bookkeepers from a queue. WestgateFS is an independent ProAdvisor practice where the same senior operators stay on your file every month, with full responsibility for your books and direct access to senior judgment. Different model, different work, different outcomes. See the full comparison.
No. We’re not Intuit technical support. If your software has a license issue, a sync error, a payroll-tax filing question, or any other product-level concern, contact Intuit directly. WestgateFS handles the bookkeeping inside the software — the judgment about your numbers, not the platform itself.
For most Texas small businesses today, Online is the right answer — cloud-native, modern app integrations, fully remote-capable. For some construction, manufacturing, and inventory-heavy operators, Desktop still wins on job costing and inventory features. We’ll tell you honestly which one fits your business after reviewing your file. QuickBooks Online · QuickBooks Desktop.
Most cleanups take between four and ten weeks, depending on how many months are out of order, how many accounts need reconciliation, how complex the chart of accounts is, and how clean the source documents are. We give a written timeline after a free diagnostic review. More on cleanup.
We diagnose the source Desktop file first, map the chart of accounts to Online, validate historicals, run the migration in a controlled window, and reconcile every account afterward. Lists, transactions, and balances are all verified before we sign off. No one-click gambles. More on migration.
Monthly management is priced like monthly bookkeeping — based on transaction volume, the number of bank and credit card accounts, the complexity of your industry, and the reporting cadence you need. Cleanup and migration engagements are scoped after a written diagnostic. We never quote until we’ve reviewed a recent month of activity. See our pricing approach.
Yes. We use accountant access — never shared admin logins. Documents move through an encrypted portal. Every system uses multi-factor authentication and least-privilege controls. Read our data security practices.
Have a question we didn’t answer? Reach out — we respond within one business day.
Ready when you are
A 30-minute conversation with a senior ProAdvisor. We look at one recent month of your file, tell you what we see, and tell you honestly whether we’re a fit. No pressure. No quote on the spot.
