Midwestern Values, Financial Precision
Trusted Financial Leadership Rooted in Midwest Principles
At Westport Financial, we support small and mid-sized Wisconsin businesses with remote CFO, bookkeeping, and financial advisory services. Whether you’re in La Crosse, Milwaukee, or Madison, we provide clear financial insight, structure, and support that helps you grow and reduce risk.
Areas We Serve
- Milwaukee
- Madison
- La Crosse
- Eau Claire
- Green Bay
- Appleton
- Door County
Core Services
- Fractional CFO support & KPI dashboards
- Cash flow forecasting & working capital strategy
- Accrual-based bookkeeping & reconciliations
- Job costing and pricing models
- GAAP clean-up and financial reporting
Why Wisconsin Businesses Trust Westport
We create visibility and structure. Many business owners feel stuck reacting to finances. We help you proactively manage revenue, expenses, and cash flow.
We make it simple. Our onboarding is light on your time and heavy on results. You’ll receive timely reports, planning tools, and a dedicated team member who knows your business.
We’re a partner in your growth. Whether optimizing pricing, preparing for succession, or managing debt, we stand beside you with data-backed insights and strategic advice.
Local Use Case: La Crosse Roofing Contractor
A commercial roofing business in La Crosse was overwhelmed with spreadsheet-based job costing and $150K in debt used to float payroll and material purchases. We transitioned them to QuickBooks Online, implemented job costing, and improved gross margin by 12%—while cutting debt by $100K in six months.
5 Reasons Wisconsin Businesses Choose Westport Financial
1. Support for owner-operated businesses:
We understand how family-run, locally owned businesses operate—and where financial blind spots hide.
2. Tools for managing seasonality:
Snow removal, construction, and tourism-based businesses often face off-season cash gaps. We help you plan around those cycles.
3. Local lending & bank-ready reporting:
Our reporting helps clients work more effectively with community banks and credit unions for financing.
4. Succession readiness:
With many Wisconsin businesses facing generational transitions, we build financial clarity for retirement, exit, or sale.
5. Tactical job costing:
We tailor solutions to manufacturers, contractors, and service providers who need real-time project profitability insights.
How to Benefit from CFO Services with Westport
Wisconsin businesses that partner with Westport experience a shift from reactive to proactive finance. Here’s what that means:
Consistent reporting every month
No more guesswork—just timely insights.
Better job and service line profitability
Know where you’re making (or losing) money, and take action fast.
Planning tools for debt, taxes, and slow seasons
Build a roadmap that keeps your finances steady year-round.
Clear visibility for family-owned transitions
Prepare now for a successful ownership handoff later.
The confidence to reinvest or grow smartly
We make sure the numbers support your next big move.