Welcome to Westhaven
More than a fractional CFO. We are a part of your team.
Our Story
Through their experience leading finance functions in complex organizations, Westhaven's leadership team recognized a recurring challenge across industries, businesses were not receiving the comprehensive financial support they needed to grow confidently. Traditional outsourced accounting firms often operated at arm's length, providing reports and compliance services without truly understanding the businesses they served.
Sarah envisioned something different. Westhaven was built to be more than an outsourced financial services provider. Her goal was to create a firm that becomes an integrated extension of each client's team providing strategic insight, operational support, and financial leadership that drives meaningful results.
Today, Westhaven serves companies across the United States, partnering with organizations ranging from startups and family offices to established enterprises. Our clients span industries including upstream oil and gas, real estate development, transportation, aviation, manufacturing, and professional services.
What sets Westhaven apart is our people. Our team is composed of former CEOs, CFOs, CAOs, CPAs, Treasurers, and finance and accounting professionals who bring an average of more than 20 years of experience to every engagement. With backgrounds in private equity, public accounting, corporate finance, and executive leadership, we provide the depth of expertise businesses need at every stage of growth.
When clients work with Westhaven, they don't receive a single consultant or fractional resource. They gain access to an entire team of experienced professionals who integrate into daily operations and provide scalable support tailored to their unique needs.
We don't simply manage financial processes—we help build stronger businesses.
Why We Exist
At Westhaven, we believe business leaders should spend their time growing their companies, serving their customers, and pursuing new opportunities...not managing spreadsheets, reconciling accounts, or navigating financial complexity alone.
Our purpose is to provide the financial leadership, operational support, strategic guidance and full back office support that allow organizations to operate with confidence. We become embedded within our clients' organizations, overseeing everything from accounting and financial reporting to budgeting, treasury management, cash flow forecasting, back office operations, and CFO level strategy. By serving as a true extension of the leadership team, we help create stronger systems, reduce risk, improve visibility, and support smarter decision-making.
Every business is different, which is why our solutions are never one-size-fits-all. We tailor our services to meet the specific needs of each client, whether they require comprehensive accounting support, strategic financial leadership, operational finance expertise, or a fully integrated finance and accounting function.
To further simplify operations, we collaborate with trusted banking, insurance, audit, payroll, IT, and tax partners to provide a seamless network of resources that supports our clients' long-term success. The result is more than accurate financials and reliable reporting. It is peace of mind, stronger infrastructure, and a trusted partner committed to helping businesses thrive.
Integrated finance. Real partnership. Lasting impact. That is the Westhaven difference.
What if you could access an executive leadership team without building one yourself?
Finding the right CFO is difficult, and many growing organizations do not need a full-time executive. Once you factor in adding controllers, treasury, HR and accounting professionals, you've suddenly invested significant time, money, and resources before you've even solved the problem you set out to address. Then there's another reality: people leave, businesses evolve and needs change. One person, no matter how talented, can only bring one set of experiences and one perspective. With Westhaven, you're backed by a team of experienced professionals with decades of combined leadership across accounting, finance, treasury, and human resources across a wide variety of industries. As your business grows, your support grows with it and when new challenges arise, experienced advisors are already in place to help you navigate them.
Is your financial team helping you
move forward or simply helping you keep up?
The role of finance has changed. Today's businesses need more than accurate reports and clean books — they need insight and strategy. They need leaders who ask better questions, identify opportunities before they're missed, solve problems before they become obstacles, and provide clarity when the path forward isn't obvious. That's the difference at Westhaven: we become part of your team. We tailor our services to fit each client's unique needs, providing the right level of support at the right time — whether that means managing accounting operations, improving financial processes, assisting with strategic planning, strengthening treasury functions, supporting HR initiatives, or helping guide growth. This boutique approach allows companies to access experienced financial leadership while maintaining flexibility and scalability.
Why choose Westhaven over another fractional CFO or outsourced accounting firm?
At Westhaven, we know every business has a different story, different goals, and different challenges. We believe the people guiding your finances should understand all of it not just where your numbers stand today, but where you want your company to be three, five, or even ten years from now. We tailor our services to fit each client’s unique needs, providing the right level of support at the right time. This boutique approach allows companies to access experienced financial leadership while maintaining flexibility and scalability. Our clients don't just call us when they need reports they call us before major decisions. We celebrate their wins, help navigate their challenges, and become trusted advisors invested in their long-term success. Our goal is to help businesses grow, help leaders succeed, and help great stories continue to be written. Let us be part of yours.
