Our story
Built on Trust. Driven by Results.
For this past year, Westgate Financial Services has been a steadfast partner for individuals and businesses navigating the complexities of business or non profit financial management. David Westgate has over 45 years of employment experience in many different types of business and has brought that experience to help his clients. We believe great financial advice changes lives — and we take that responsibility seriously. We believe that if your free time is spent worrying about finances, then you need our help.
Who we are
A Different Kind of Financial Firm David Westgate is ready to work with you to provide financial clarity. David has the final approval of all work performed and can meet with you to answer any questions
Independence
We are not affiliated with any bank, brokerage, or insurance company. Our advice is never influenced by commissions or product sales.
Fiduciary Duty
Westgate Financial Services is not a Licensed CPA firm but we can provide CPA ready records and work with your CPA or provide a CPA that we work with
Long-Term Thinking
We build relationships that last decades, not transactions. Our success is measured by your financial progress over time.
Our team
Experienced Advisors You Can Trust
Our advisors hold the industry's most respected credentials and bring decades of combined experience to every client relationship. David Westgate is a Quickbooks Pro Advisor Level 1 and 2 and holds a certificate in Quickbooks Payroll.
Accountant / bookkeeperDavid Westgate
Founder
David founded Westgate Financial Services in late 2025 after 45 years of working for various employers. His vision was to create an independent bookkeeping service where clients always come first. He just wants to help people eliminate stress, enjoy more free time and prosper.
Our credentials
Recognized Expertise
Let's Start a Conversation
We'd love to learn about your goals and share how Westgate can help you achieve them.