Westport Financial stands at the forefront of outsourced finance and accounting, serving as a strategic partner in CFO services, accounting, and M&A advisory. Our team of experienced CFOs, Controllers, and Consultants is dedicated to lightening your workload and driving your business forward. Whether you’re a startup, scaling operation, or undergoing a business shift, we deliver tailored solutions—from day-to-day bookkeeping and cash flow management to strategic advisory and complex financial reporting. Our mission is to enhance performance, accelerate growth, and promote ethical, scalable, and sustainable financial practices that prioritize your long-term success.

What Are Fractional CFO Services?

Fractional CFO services offer part-time access to high-level financial expertise perfectly tailored to your business’s industry. These services cover various financial responsibilities, including strategic planning, thorough analysis, budgeting, cash flow oversight, and financial reporting. Westport Financial’s approach focuses on optimizing business profits and driving growth while balancing market factors.

Our fractional CFOs collaborate with you to make well-informed growth investment decisions, ensuring alignment with your long-term goals. We provide expert guidance in mergers and acquisitions (M&A), covering deal sourcing, financing, business valuation, due diligence, and quality of earnings reports to help you navigate complex transactions.

Additionally, we perform detailed headcount and staffing analyses to streamline your workforce and support sustainable growth. We assist with critical decisions regarding plant, facility, and equipment financing, ensuring that capital improvements are balanced with protecting your free cash flow and net worth.

With flexible and scalable financial support, we empower your business to overcome financial challenges and seize growth opportunities, ensuring long-term success and stability.

How Do Fractional CFO Services Help Small Businesses?

Fractional CFO services offer significant advantages for small businesses:

  • Enhancing Margins: A Westport fractional CFO can improve profit margins by identifying cost-saving opportunities and optimizing pricing strategies.
  • Increasing Free Cash Flow: Effective cash flow management ensures liquidity and supports business operations.
  • Growing Topline Revenue: Strategic financial planning and insights help drive revenue growth and business expansion.

Proven Process for Fractional CFO Services

Discover: We begin by learning about your business, understanding its unique challenges, and identifying potential improvements. This phase involves in-depth analysis to uncover key financial opportunities and areas for enhancement.

Align: We agree on a unified strategic plan complemented by smaller, actionable steps to reach your desired state. This collaborative approach ensures alignment and sets a clear path forward.

Execute: We develop a customized financial model tailored to your business and industry. This model addresses your specific challenges and is designed to meet your margin goals, ensuring robust financial health.

Move The Needle: Through regular communication and accountability, we implement action plans that align short-term actions with long-term goals. Our ongoing support considers all market factors, ensuring your business stays on track for sustained success.

Core Values

Our values are an essential aspect of who we are and how we operate.

Integrity

We do things right, not just fast

Freedom

For business owners and our team – live your best life

Adaptability

Flexibility and Agility to meet your needs

Excellence

Striving for excellence in all areas of life

Collaboration

Relationships built with trust that last

Reliablility

We are there when it counts – never leaving anyone behind

Customer Centric

Prioritizing clients needs, delivering value, and exceeding expectations

Growth Mindset

We level up ourselves and our clients – “Best is the Standard”

Westport Financial

Empowering Your Financial Future with Expertise and Integrity

Westport Financial is dedicated to providing outsourced finance and accounting services tailored to small businesses. Our team of CFOs, Controllers, and Management Consultants work to enhance your financial health and business growth.

Fractional CFO Services

Our Fractional CFO services offer strategic financial leadership, guiding business decisions to drive growth and profitability. We focus on delivering customized solutions to improve performance and ensure sustainable success.

Mergers and Acquisitions

We provide expert advisory services for mergers and acquisitions, ensuring smooth transitions and maximum value for your business. Our team navigates the complexities of buying, selling, or merging businesses with precision and expertise.

Bookkeeping and Monthly Financials

Accurate and timely bookkeeping is crucial for any business. We offer comprehensive bookkeeping services and detailed monthly financial reports to keep your finances in order and provide clear insights into your financial health.

Finance and Accounting Staffing

Westport Financial offers skilled finance and accounting professionals to meet your temporary or permanent staffing needs. Our staffing solutions ensure you have the right talent to support your business operations.

Small Business Financing

Securing funding is essential for growth and operations. We assist small businesses in obtaining the necessary financing through various solutions, tailored to meet your specific needs and goals.

Management Consulting

Our management consulting services provide strategic advice and solutions to improve business performance and operational efficiency. We help businesses achieve long-term goals and drive success through expert guidance.

Why Choose Us?

Your Trusted Partner for Financial Success

Westport Financial stands out for our integrity, innovation, adaptability, and excellence. We prioritize client needs, fostering a collaborative environment and promoting diversity and inclusion. Our commitment to ethical, scalable, and sustainable practices ensures we deliver high-quality work and exceptional customer experiences.

Get Started

Contact us to discover how our specialized services, including Fractional CFO, Mergers and Acquisitions, and more, can help your business thrive.

Contact Us