Veteran-Owned · Built for Field-Service Owners

Your books should tell you what to do next.

Most firms hand you reports. Westen keeps your books accurate and reconciled, then shows you what changed, what needs attention, and what to do next.

Start Your Diagnostic — $199 View a Sample Score

A straight answer on your books, usually the same business day — without a lengthy intake or required sales call.

Find more than $199 in potential value — or the Diagnostic is on us.

Rather talk to a real person first? Book a 15-minute call — no pitch, just straight answers.

portal.westenadvisory.com/score
Financial Control Score
68/ 100
Status: Needs attention — 4 gaps found
Most field-service companies your size are scoring 70+ in this area.
Reconciled
61%
Uncategorized
142
At risk
$8.4k
Gaps we found — plain English
! Bank feed not reconciled since March $3,900
! Fuel & job costs miscategorized $2,100
! Duplicate vendor payments $1,450
! Owner draws mixed with payroll $950
✓ Sales tax collected & filed On track
✓ Deposits matched to invoices On track
Veteran-owned Former field-service owner ★★★★★ 5.0 Google rating Secure financial connection Experience serving 1,400+ tax & bookkeeping clients
More than bookkeeping

Most firms deliver reports. We help you decide what to do next.

Accurate books matter. But the real value begins when you understand what changed, what requires attention, and which actions can improve the business.

Accurate books

Know the numbers are reliable

Your bank and credit-card activity is reconciled, transactions are reviewed, and your books are closed accurately each month.

Clear answers

Understand what changed

See where the money went, what is affecting cash flow or profitability, and which issues require your attention.

Your next move

Know what to do next

Receive a short, prioritized action summary focused on the decisions that matter most this month.

See How Monthly Financial Control Works
Your financial control center

See what changed, what needs attention, and what to do next—all in one place.

Your portal combines an accurate monthly close with financial interpretation, advisor recommendations, documents, and prioritized next steps—so you can make decisions with context instead of relying on reports alone.

portal.westenadvisory.com
June close · Rivera Pool ServiceClosed
Bank & card reconciliationDone
Transaction categorizationDone
Financial statementsReady
This month’s priorities
1
Collect $18,400 in overdue receivablesPrioritize the three largest balances before payroll.
2
Review pool-repair pricingGross margin declined 6% compared with the prior three months.
3
Delay the truck purchaseCurrent cash reserves support operations but not the proposed down payment.
Monthly close and reliability

Know the numbers are ready to use

See which accounts are reconciled, what remains pending, and whether your financial statements are reliable enough for decision-making.

Financial interpretation

Understand what changed and why it matters

Review cash-flow pressure, margin changes, unusual activity, risks, and opportunities translated into plain English.

Advisor recommendations

Know what to address next

Receive a short, prioritized action plan covering the financial and operational decisions that matter most this month.

One secure place for your numbers, advisor interpretation, prioritized actions, documents, and communication.

See What Is Included Each Month
Real business decisions

Answers for the decisions field-service owners actually face.

Slow-paying customers, thin margins, payroll every Friday, a slow season on the calendar, and taxes waiting at the end of the year. These are the calls you're making either way — the question is whether you make them with real numbers.

Crew & equipment

Can I afford another technician or truck?

Labor is your biggest cost and your biggest constraint. Know your real cash position, your runway, and what the hire or purchase does to your margins — before you commit, not after.

Jobs & pricing

Which jobs, routes, or services actually make money?

Busy doesn't mean profitable. See profit by job, route, and service line — so the work that quietly loses money stops hiding behind the work that carries it, and pricing stops being guesswork.

Payroll, taxes & the slow season

What needs attention before the money gets tight?

Payroll comes whether customers have paid or not. Know what to collect, what to set aside for taxes, and what to fix before payroll week, the slow season, or a filing deadline forces the issue.

Monthly financial control

Accurate books, clear guidance, and a focused plan every month.

Westen manages the financial close, verifies that the numbers are reliable, and turns the results into clear priorities for the owner.

Reconciled monthly close

Close the books correctly

Bank and credit-card accounts are reconciled, transactions are reviewed, and material issues are addressed before the financial statements are treated as complete.

Reliable financial statements

Use numbers you can trust

Receive an updated profit and loss statement, balance sheet, and supporting financial information you can confidently use.

Financial interpretation

Understand what changed

See the most important changes in cash flow, profitability, expenses, receivables, and other areas affecting the business.

Prioritized action plan

Know what to address next

Receive a concise list of the financial and operational items worth addressing next—not another report you have to interpret alone.

Tax preparation included

Be ready for tax time

Your tax preparation is handled as part of the monthly plan — and clean books all year mean tax season is a simple filing, not a scramble or a surprise bill.

Business Resources Network

Vetted partners beyond the books

Access vetted providers for payroll, insurance, recruiting, financing, IT, and marketing — so you spend less time managing vendors and more time growing.

Routine current-period corrections are handled as part of the monthly process. Significant historical cleanup, tax corrections, or major backlogs are separately reviewed and scoped.

Start With Your Diagnostic — $199

Your Diagnostic determines the condition of the books and the right path into monthly service.

Built for field-service owners

Clearer books. Better decisions. More control.

Field-service owners use Westen to understand the condition of their books, identify what requires attention, and make the next decision with better financial context.

1,400+
Tax and bookkeeping clients served

Built on real experience—now purpose-built for field-service owners.

Diagnostic clarity
★★★★★

"Westen Advisory understands both accounting and field-service businesses. The Diagnostic gave us a clear view of our books, identified what needed attention, and made the next steps simple and organized."

IM
Ian Morgan
CEO · HomeShield Pest Co
Advisory interpretation
★★★★★

"Westen Advisory goes beyond basic accounting. Rafael understands how field-service companies operate and turns the numbers into clear, practical guidance we can actually use to make better business decisions."

MS
Matt Shartzer
Owner · So Flow Pool Services
Practical next steps
★★★★★

"Westen Advisory made the Diagnostic simple and easy to follow. Rafael clearly explained what needed attention, organized the findings, and gave us a practical action plan for moving forward."

JF
Josh Fleenor
President · Pest Pro Pest Solutions
More client experiences
★★★★★

"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."

AC
Adam Courter
Owner · On-Time Pool Service
★★★★★

"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!"

P
Patricia P.
Bookkeeping & Tax Client
★★★★★

"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."

N
Nicolas Parenio
Bookkeeping & Tax Client
★★★★★

"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."

C
Christine Bafundo
Tax Preparation Client
★★★★★

"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."

Jo
Jo Toku
Tax Preparation Client
Veteran-owned

Built with the discipline and accountability owners expect.

Former field-service owner

Westen understands crews, payroll, customers, equipment, and cash-flow pressure.

★★★★★
5.0-star client experience

Responsive support, organized delivery, and plain-English communication.

Start Your Diagnostic — $199

See what needs attention and what to do next—usually the same business day.

A simple path to financial control

Connect your books. See what matters. Take control.

The Diagnostic gives you a clear starting point, and the monthly service turns that clarity into an ongoing financial-control process.

01
Connect

Securely connect your financial data

Complete the secure onboarding process and provide the financial access needed for your review.

02
See the gaps

Receive your Diagnostic and recommended path

Westen reviews the books, identifies material issues, explains the potential impact, and shows you what should happen next.

03
Take control

Move into the right level of support

Approve any separately scoped cleanup if needed, then begin monthly financial control, and manage documents, questions, and priorities through the client portal.

04
Stay ready

Be ready for tax time

Tax preparation is included in your monthly plan, and clean books all year mean tax season is a simple filing — never a spring scramble.

No long discovery process. No vague proposal. Start with a clear assessment of the books.

Start Your Diagnostic — $199

Usually delivered within the same business day.

Beyond financial control

Trusted partners behind your business.

Running a field-service business takes more than clean books. Through our Business Resources Network, clients gain access to vetted providers for payroll, insurance, recruiting, financing, IT, and marketing — so you spend less time managing vendors and more time growing the business.

Payroll & HR Business insurance Recruiting & staffing Business financing IT & cybersecurity Marketing & lead gen
Explore the Business Resources Network

Available to Financial Control clients. Additional services may be offered through independent third-party providers.

Rafael Gottardi, Founder of Westen Advisory
Built by someone who understands the field

Financial guidance from an operator, not just a report provider.

Rafael Gottardi spent more than a decade operating a field-service business and 10 years serving in the military. He understands the pressure of managing crews, payroll, customers, equipment, and cash flow while still trying to grow the company.

Westen was built to give owners what most accounting firms do not: reliable books, clear interpretation, and practical guidance on what to address next.

Former field-service owner · 10-year military veteran · Accounting degree · Small-business advisor

How it fits together

One clear path — start with the Diagnostic.

Every engagement begins with the $199 Diagnostic. What comes next depends on what your books actually need — and the Diagnostic tells us exactly what that is.

Start here
Step 1

Diagnostic

$199 one-time

A full review that scores your books, finds the gaps, estimates their impact, and recommends the right path forward.

✓ Financial Control Score
✓ Gaps in plain English
✓ Potential financial impact
✓ Recommended next step
Find more than $199 in potential value — or the Diagnostic is on us.
Step 2 — if needed

Cleanup

Scoped from your Diagnostic

Fix what's broken, unreconciled, or miscategorized before monthly service begins.

✓ Included with monthly for most books
✓ Larger historical backlogs scoped separately
✓ Books brought current and reliable
Step 3 — ongoing

Monthly Financial Control

Quoted after your Diagnostic

Ongoing reconciliation, close, interpretation, and a monthly action plan — so you always know where you stand.

✓ Reconciliation & monthly close
✓ Reliable financial statements
✓ Financial interpretation
✓ Prioritized action plan
✓ Tax preparation, handled year-round
✓ Business Resources Network access
Start Your Diagnostic — $199

Month-to-month. No long-term contracts. Your monthly price is quoted once the Diagnostic shows exactly what your books need. Potential value may include financial exposure, recoverable amounts, cost leakage, bookkeeping risks, or improvement opportunities identified during the review.

Ready to see what your books are telling you?

Stop guessing. Start with a clear answer.

Connect your books securely and receive a plain-English assessment of what needs attention, its potential financial impact, and the right next step.

Start Your Diagnostic — $199 View a Sample Score

Usually delivered within the same business day · No required sales call · $199 value guarantee

FAQ

Frequently asked questions

Straight answers for field-service owners who want to know what they're getting into.

What exactly do I receive?+
With the $199 Diagnostic you receive a Financial Control Score, the material gaps we find explained in plain English, an estimate of their potential financial impact, and a clear recommended next step — usually the same business day. Move into monthly service and each month you receive a reconciled close, reliable financial statements, financial interpretation, and a prioritized action plan, all in your client portal.
Is my information secure?+
Yes. During onboarding you provide the required financial access through a secure, encrypted connection, and your login credentials are never stored by us. Your Diagnostic results, documents, messages, and ongoing deliverables are organized in your secure client portal.
What happens after the Diagnostic?+
You decide, with no obligation and no required sales call. If your books need work, we scope any cleanup and move you into monthly financial control; if they're already in good shape, you can start monthly service right away. The Diagnostic simply gives you a clear, no-pressure recommendation.
Is cleanup included?+
For most books, routine cleanup is handled as part of onboarding into monthly service. Significant historical cleanup, tax corrections, or large backlogs are reviewed and scoped separately — and the Diagnostic tells us exactly what yours needs, so there are no surprises.
How much is monthly service?+
Your monthly price is quoted after the Diagnostic, once we can see exactly what your books need — reconciliation and close, reliable statements, financial interpretation, and a monthly action plan. It's month-to-month.
Is there a long-term contract?+
No. Monthly financial control is month-to-month — no long-term contracts. You stay because the service is worth it, not because you're locked in.