Strategic Financial Leadership for Florida Businesses

Driving Growth with Insight and Precision | Florida CFO Services

Westport Financial provides hands-on, virtual financial services for business owners across Florida. From the Treasure Coast to the Gulf, we partner with contractors, healthcare clinics, trade services, logistics firms, and other growing service providers to deliver clear financial reporting, cash flow visibility, and CFO-level strategy—all without the overhead of hiring full-time.

Areas We Serve

  • West Palm Beach
  • Boca Raton
  • Fort Lauderdale
  • Miami
  • Vero Beach
  • Stuart
  • Port St. Lucie
  • Sarasota
  • Venice
  • Punta Gorda
  • Orlando
  • Gainesville

Core Services

  • Fractional CFO & advisory
  • Accrual-based bookkeeping & reconciliations
  • Forecasting, budgeting & dashboards
  • GAAP financial statement preparation
  • Strategic financial planning & M&A readiness
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Why Florida Clients Choose Westport

We bring clarity and confidence. Clients gain real-time financial insights, standardized reporting, and proactive recommendations that drive decisions—not just reports.

Our process is easy and reliable. We handle onboarding and financial cleanup within 1–2 weeks and deliver clear, organized reports by set deadlines every month.

We partner with you to drive long-term change. From structuring compensation plans to optimizing margins, we help Florida entrepreneurs grow profitably, plan for exit, and reinvest with confidence.

Local Use Case: Vero Beach MedSpa

A MedSpa in Vero Beach came to us with inconsistent cash-based books and surprise tax liabilities while preparing for expansion. We rebuilt 12 months of financials, implemented class tracking, and created cash flow forecasts. Within 60 days, they had lender-ready reports and opened their second location with confidence.

5 Reasons Florida Businesses Choose Westport Financial, Florida CFO

1. Weather volatility and seasonality planning:

Florida businesses often deal with hurricanes, tourism cycles, and seasonal fluctuations. We build flexible forecasts that account for these realities.

2. Local market pricing strategy:

We help contractors, MedSpas, and service providers in high-competition markets price their services for both demand and profitability.

3. Remote team visibility:

Many Florida businesses operate multiple locations or hybrid teams. Our dashboards give owners and managers full financial visibility across locations.

4. Health & wellness industry specialization:

Florida’s booming wellness market (MedSpas, dental, chiropractic) requires service-level tracking, merchant system integrations, and cost-per-service analysis—all built into our model.

5. Exit strategy alignment:

With Florida’s high rate of business sales and retirement transitions, we help prepare clean financials and forecasts to support valuation and deal readiness.

How to Benefit from Florida CFO Services with Westport

Working with Westport Financial means more than just outsourcing your books—it’s about upgrading your financial decision-making. Here’s how local Florida businesses benefit:

Gain control over cash flow

We help you anticipate upcoming expenses and revenue gaps so you’re never caught off guard.

Make better hiring and expansion decisions

Our financial models guide you on when and how to scale.

Reduce financial stress

Know your numbers, plan ahead, and stop worrying about what’s in the bank.

Get professional-grade reports for banks or investors

Whether it’s a loan or a future buyer, we’ll make sure you’re always prepared.

Reclaim your time

Spend less time buried in spreadsheets and more time leading your business.

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