
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
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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 development
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Dentists and Orthodontists
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Family offices
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Hotel groups
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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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Property management groups
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Retail
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Trucking

SOFTWARE EXPERTISE














