Reliable, Scalable & U.S.-Managed Bookkeeping and Accounting Solutions
Your Trusted U.S.-Based Accounting Partner.
At Westport Financial, we specialize in outsourced accounting services designed for small and mid-sized businesses that want the benefits of a full accounting team—without the cost of hiring in-house. From daily bookkeeping to controller-level financial oversight, our virtual accounting assistants provide expert support that keeps your finances clean, compliant, and decision-ready.
Why Businesses Choose Westport for Virtual Accounting
Searching for reliable virtual bookkeeping or remote accounting services? Here’s why hundreds of business owners trust us:
No Long-Term Contracts
Flexible month-to-month support
Fully Credentialed Team
CPAs and Chartered Accountants (CAs)
U.S.-Based Oversight
Hands-on management and responsiveness
Seamless Software Integration
QuickBooks Online, Xero, Bill.com, Gusto & more
Secure Cloud-Based Systems
Real-time file sharing and audit-ready documentation
Weekly Reporting & Check-Ins
Proactive communication that keeps you in the loop
Custom-Tiered Support
Scale up or down based on your business needs
Level 1: Virtual Bookkeeping Services
For startups, sole proprietors, and businesses needing basic support
Our entry-level virtual bookkeeping assistants help organize your day-to-day financials and maintain accurate records in your accounting platform.
- Recording transactions (invoices, bills, receipts, payments)
- Categorizing and matching transactions in QuickBooks or Xero
- Reconciling bank and credit card accounts
- Organizing digital statements and receipts
- Supporting accounts payable and receivable workflows
Level 2: Virtual Senior Accountant Services
For growing businesses that need monthly close and reporting
Move beyond basic bookkeeping with full-cycle accounting support that ensures your books are clean, compliant, and ready for internal or external review.
Key Services Include:
- Month-end reconciliations (A/R, A/P, payroll, loans)
- Accruals, prepaids, and journal entries
- Monthly financial reports (P&L, Balance Sheet, Cash Flow)
- Sales tax tracking and fixed asset management
- Year-end workpaper prep for your CPA or tax firm
Level 3: Virtual Controller Services
For established businesses seeking financial clarity and leadership
Our virtual controller service brings CFO-level strategy to your accounting function, with proactive guidance, forecasting, and performance tracking.
Key Services Include:
- GAAP-compliant financial statements (accrual-based)
- Managing the monthly close and reconciliation approvals
- 13-week cash flow forecasting and budget vs. actual reporting
- Internal controls, audit trail enforcement, and SOPs
- Preparing financials for lenders, investors, or audits
- Training and supervising internal or outsourced accounting staff
Who We Serve
We work with:
- Service-based businesses
- Trade contractors and construction firms
- Logistics and final-mile delivery companies
- Marketing agencies and professional services
- E-commerce and digital-first businesses
Virtual Accounting That Scales With Your Business
As your business grows, so do your financial needs. At Westport Financial, we understand that what worked at $500K in revenue won’t work at $5M. That’s why our virtual accounting services are built to scale with you—providing flexible, tiered support as your complexity evolves. Whether you're adding new locations, managing multiple revenue streams, or preparing for investor reporting, we align our services to match your pace and priorities.
Replace Your In-House Headaches With Expert-Level Support
Hiring, training, and retaining in-house accounting staff is costly, time-consuming, and often inefficient. With our outsourced accounting model, you gain access to a highly trained team—without the overhead. We eliminate the burden of staffing and turnover, offering consistent financial operations you can count on. From daily transaction entry to month-end close, we provide continuity, accuracy, and peace of mind.
Financial Visibility That Drives Better Decisions
Many business owners feel like they’re making financial decisions in the dark—reacting to cash flow issues or scrambling at tax time. Our virtual accounting team brings clarity and control to your numbers. With clean books, timely reports, and actionable insights, you can confidently make hiring, pricing, and investment decisions that align with your goals.
Secure and Seamless Collaboration
We use industry-leading cloud platforms to securely manage your financials in real time. Our team integrates seamlessly with tools you already use—like QuickBooks Online, Xero, Bill.com, Gusto, and Google Workspace. With consistent communication, weekly check-ins, and a standardized onboarding process, we make remote collaboration feel effortless.
Built for Busy Owners Who Want to Stay Focused
You're building a business—not managing spreadsheets. Let Westport Financial handle the books, so you can focus on sales, growth, and customer success. Whether you're a solo entrepreneur or leading a growing team, our outsourced bookkeeping and controller services free up your time and mental energy for what matters most.
Proven Experience Across Industries
We’ve helped companies in logistics, trades, healthcare, e-commerce, and professional services gain control of their finances and unlock new levels of performance. From reconciling years of messy books to preparing GAAP-compliant financials for M&A transactions, our team knows what it takes to get your accounting right the first time.
How We Help You Grow
Virtual Accounting That Scales With Your Business
As your business grows, your financial systems must keep pace. Westport Financial provides outsourced accounting support that evolves with you. Whether you’re a startup looking to stay organized or a mature company navigating multi-entity consolidation, our virtual accounting services flex to meet your stage of growth.
Financial Visibility That Drives Better Decisions
Clean books aren’t just for tax time—they’re the foundation for better strategic decisions. We deliver accurate monthly reports and actionable insights that help you manage cash flow, optimize pricing, evaluate performance, and plan confidently for the future.
A Better Alternative to In-House Accounting
Replace Your In-House Headaches With Expert-Level Support
Stop wasting time hiring, training, and managing internal bookkeepers. Our outsourced accounting team gives you consistent, expert-level support—without the overhead. You get full-cycle financial support led by credentialed professionals, all backed by proven processes and U.S.-based management.
Built for Busy Owners Who Want to Stay Focused
Let’s face it—running a business is demanding enough. Instead of getting buried in spreadsheets, let our virtual team manage your accounting with precision and reliability. We handle everything behind the scenes, so you can focus on growth, sales, and customer experience.
Secure, Seamless, & Smart
Secure and Seamless Collaboration
We work in your environment, not the other way around. Our cloud-based systems integrate with the tools you already use—QuickBooks, Xero, Bill.com, Gusto, and more. From onboarding to reporting, our workflows are efficient, secure, and transparent. Weekly updates, shared files, and real-time visibility mean you’re always in the loop.
Compliance and Controls You Can Trust
From GAAP-compliant reporting to audit-trail documentation, we maintain high standards that protect your business. Whether you’re applying for financing, preparing for due diligence, or just want rock-solid financials, our internal controls and review process ensure nothing slips through the cracks.
Client Success Stories
Proven Experience Across Industries
We’ve worked with over 100 businesses across the U.S.—from logistics and trade contractors to medical couriers and e-commerce startups. Our results speak for themselves:
- Helped a multi-million-dollar HVAC company convert from messy cash-basis books to clean, GAAP-compliant accruals—improving valuation and speeding up deal flow
- Implemented dynamic pricing models for a moving company, resulting in 15% revenue growth and 15% improvement in gross margins
- Built 13-week cash flow models that helped owners regain control and eliminate payroll stress
Whether you’re just getting started or preparing for exit, we help position your business for long-term success.
Here to Help
At Westport Business Management, our Fractional CFO services modernize your accounting and financial decision-making through tailored programs. Cash flow management is critical to your success. We implement KPIs and systems to track results and make real-time changes. From new M&A opportunities to improving margins, we are committed to your success.
Business Management Check Up
Download Our New Business Checklist
Facing audits from corporate, federal, or independent sources is a daunting task for any business, big or small. Our comprehensive checklist goes beyond just financial audits, covering essential domains like Accounting, Finance, and HR. If your business faces challenges in these areas, our checklist serves as a quick guide, and we also offer specialized advisory and support services to help you navigate through them effectively.
