Free up firm capacity with Live Expert Cleanup 
%authorName
Robert Westley, CPA/PFS, CFP®
Robert is a second vice president and financial planner at The Northern Trust Company in New York City. He specializes in the development, implementation and oversight of financial, estate and tax plans for high-net-worth individuals, senior executives and Manhattan’s most affluent families. Robert is an active member of the AICPA and the New York State Society of CPAs, and currently serves on the AICPA’s Personal Financial Specialist Credential Committee.

Looking for something else?

Get QuickBooks

Smart features made for your business. We've got you covered.

Tax Pro Center

Expert advice and resources for today’s accounting professionals.

QuickBooks Support

Get help with QuickBooks. Find articles, video tutorials, and more.

How can we help?
Talk to sales 1-800-497-1712

Monday - Friday, 5 AM to 6 PM PT

Get product support