Clean, reconciled books and real advisory — built for the Metroplex trades. See exactly where your books stand, and what the gaps are costing you.
A straight answer on your books, usually within the same business day — without a lengthy intake or required sales call.
Our promise: if the Diagnostic doesn't show you something worth more than the $199, it's on us.
Prefer to talk first? Book a 15-minute call.
Westen Advisory brings veteran-owned bookkeeping and financial control to Dallas–Fort Worth field-service owners — HVAC, plumbing, electrical, landscaping, fencing, and pest control businesses across one of the fastest-growing metros in America. Monthly bookkeeping, cleanup, reconciliation, and real advisory, built for how the Metroplex actually works.
DFW doesn't slow down. Explosive growth and corporate relocations feed a construction and home-services boom across Plano, Frisco, McKinney, Arlington, Irving, and Denton, along the I-35, I-20, and 635 corridors. New rooftops, pools, fences, and HVAC systems go in every week — and owners' money never stops moving.
That growth is an opportunity — and a trap if the books can't keep up. We give Metroplex owners clean books every month, job- and route-level profitability, and an advisor who helps them grow — not just a bookkeeper recording the past.
Clean books are table stakes. Every month, your Advisory turns them into the answers that actually run a field-service business — and more.
Know your real cash position and runway — before payroll week, a slow season, or a big equipment buy catches you off guard.
See profit by job, crew, and service line — so you can find what quietly loses money and price the next job with confidence.
Not just a report — a short monthly action plan. The two or three things worth doing this month, and why they matter.
Order the Diagnostic, connect securely, and get your Financial Control Score, the exact gaps we found in plain English, and what they're costing you — right in your Dallas–Fort Worth, TX client portal — usually within the same business day. One-time. No obligation beyond the review.
Start Your Diagnostic — $199 →Prefer to talk first? Book a 15-minute call.
No long forms. No required sales call. Getting started takes a few minutes.
A few minutes with your business basics.
Your $199 review — no obligation.
Complete the secure onboarding process and provide the financial access needed for your review.
Your gaps & costs, in your portal — usually the same business day.
Your plan & price, one click away.
Westen began as a tax & accounting firm serving 1,400+ businesses. It's evolved into a financial-control service built exclusively for field-service owners — plumbing, HVAC, electrical, landscaping, fencing, and pest control.
Your Financial Control Score is proven against your real bank and card activity — not just what's typed into your accounting software. Books you can trust, not rubber-stamped ones.
Job profitability, route profitability, revenue per technician — the field-service numbers that actually run your business, in plain English.
Accurate monthly closes and clear reporting, backed by real advisors — so you're leading with your numbers instead of chasing them.
Most bookkeepers stop at recording the past. Every month we tell you what changed, what it means, and the two or three moves worth making next — so your numbers help you decide, price, and plan.
The only financial partner built for the trades that keeps your books honest — and helps you grow.
The product is new. The 1,400-client practice behind it isn't.
Routes, crews, vehicles, payroll, supplies, and recurring customers create moving parts most bookkeepers miss. Field-service only — it's what we know.
From an established tax & accounting practice — now built for field-service owners.
"Westen Advisory has been a great partner for Pest Pro Pest Solution. Rafael made everything simple, organized, and easy to implement, and gave us a clear action plan that was easy to follow."
"Westen Advisory was excellent to work with from start to finish. Rafael has a high level of understanding of accounting and field service companies. He made the process simple, organized, and easy to follow."
"Working with Westen Advisory has been a great experience. Rafael understands accounting, but also how field service companies actually operate. That made the entire process clear, practical, and useful."
"Rafael and the Westen Advisory team made everything simple from start to finish. He is knowledgeable, responsive, and easy to work with, and understands both accounting and the needs of field service companies."
"Rafael is great to work with. He cleaned up my books and saved me money that I didn't know I was losing. Highly recommend!"
"James and his team are amazing. I have been working with them for three years. They are very professional and knowledgeable. I highly recommend them."
"Best tax preparer I've ever worked with. He is very thorough and knowledgeable. He saved me a lot of money on my taxes. I highly recommend him."
"Westen is by far the easiest and most convenient way to get your finances handled. I got to work directly with the founder, Rafael — he made it a clear step-by-step process and gave great instructions the whole way."
Start with the Diagnostic and find out exactly where your Dallas–Fort Worth, TX books stand — then decide what's next in one click.
Start Your Diagnostic — $199 →Now serving Dallas–Fort Worth · veteran-owned.