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ABOUT US

You don't need another consultant. You need a team.

Westhaven is built differently. Our people are former business owners, CEOs, CFOs, CAOs, CPAs, and Treasurers — averaging 20 years of experience each — and when you bring us on, we become part of your organization. We embed into your daily operations, own the work, and function as your finance and accounting department, not a vendor you manage.

We also come with a full network of banking, insurance, audit, payroll, IT, and tax partners. One relationship. Full coverage.

No hand-holding required. We just get to work.

What We Do

Accounting

  • Accounts payable and accounts receivable

  • Audit management

  • Financial reporting and bookkeeping

  • JIB and Revenue accounting

  • Land and lease administration

  • Tax coordination

  • Sales tax reporting

Treasury and HR
  • Benefits administration (401k, health, dental and vision)

  • Cash management

  • Insurance and risk management

  • Liquidity forecasting

  • Payroll and compensation administration

Finance
  • Business valuation and appraisals

  • Capital Markets

  • Credit facility placement and management

  • ERP system integration

  • Merger and Acquisition readiness, analysis and execution

  • Quality of Earnings

Who We Work For

  • Aviation and aerospace

  • Commercial real estate development

  • Dentists and Orthodontists

  • Family offices

  • Hotel groups

  • Insurance brokers and agents

  • Medical professionals

  • Nonprofits and foundations

  • ​Oil and gas​​

    • Operators

    • Midstream providers

    • NonOp and Minerals

    • Services companies​​

  • Private equity sponsors

  • Property management groups

  • Retail​

  • Trucking

Software Expertise
Tax

SOFTWARE EXPERTISE

Quorum
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QuickBooks
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Open Invoice
Microsoft Dynamics
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Kyriba
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SAP
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CPA

Contact Us

Thank you for contacting us!

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Email: info@teamwesthaven.com
Phone: (405) 816-9003

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Connect With Us

  • LinkedIn
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