ABOUT US
Westhaven is not a typical fractional CFO services provider. Our team consists of former CEOs, CFOs, CAOs, CPAs, Treasurers and Finance and Accounting professionals with an average of 20 years of experience each. When you sign up for our services, you get a full team who become an integrated arm of your daily operations. Westhaven offers services to all industries that can be tailored to meet your specific needs. We partner with preferred banking, insurance, audit, payroll, IT and tax providers to offer a full suite of services so that our clients can focus on their operations and let us manage the rest.
What We Do
Accounting
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Accounts payable and accounts receivable
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Audit management
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Financial reporting and bookkeeping
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JIB and Revenue accounting
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Land and lease administration
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Tax coordination
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Sales tax reporting
Treasury and HR
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Benefits administration (401k, health, dental and vision)
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Cash management
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Insurance and risk management
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Liquidity forecasting
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Payroll and compensation administration
Finance
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Business valuation and appraisals
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Capital Markets
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Credit facility placement and management
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ERP system integration
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Merger and Acquisition readiness, analysis and execution
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Quality of Earnings
Who We Work For
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Aviation and aerospace
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Commercial real estate
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Dentists and Orthodontists
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Family offices
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Insurance brokers and agents
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Medical professionals
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Nonprofits and foundations
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Oil and gas
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Operators
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Midstream providers
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NonOp and Minerals
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Services companies
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Private equity sponsors
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Retail
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Clothing
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Liquor store
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Security services
A FEW OF OUR CLIENTS
SOFTWARE EXPERTISE
