Strategic Financial Partners for Growth-Focused Businesses
Empowering Growth | Driving Financial Clarity
At Westport Financial, we specialize in outsourced accounting, fractional CFO, and financial advisory services for growth-focused businesses. From day-to-day financial clarity to strategic planning and M&A support, we partner with owners and management teams to unlock long-term value.
Industries We Serve
We work with small and mid-sized businesses across a diverse range of industries. Our sector-specific knowledge ensures accurate financial reporting, efficient cash flow planning, and strategic decision-making.
Trade Services
We serve HVAC, plumbing, electrical, landscaping, handyman, and general contracting businesses. Our team helps implement job costing, streamline project-based accounting, and manage the financial demands of field operations.
Cleaning Companies
Whether you're offering recurring home cleanings or commercial post-construction services, we help cleaning companies manage labor costs, stabilize cash flow, and track profitability by client or job.
Manufacturing
We support manufacturers with cost accounting, inventory management, and production forecasting. Our financial systems help you maintain strong margins while navigating supply chain and labor volatility.
Professional Services
From legal and consulting firms to marketing agencies, we help service providers track time-based revenue, manage overhead, and scale with strong financial systems and performance metrics.
Moving & Relocation
We understand the operational complexity of moving companies — from residential and commercial jobs to white-glove services. We bring financial clarity to scheduling, subcontractor management, and seasonal volume fluctuations.
Trucking, Transportation & Logistics
We work with final mile carriers, dispatchers, warehousing teams, and freight companies to improve margin tracking, streamline settlements, and forecast operating costs with precision.
Types of Companies We Work With
Our clients span every stage of the business lifecycle. Whether you’re building from scratch or planning an exit, we offer strategic finance support aligned with your goals.
Family-Owned Businesses
We help multi-generational businesses grow while preserving legacy, improving systems, and preparing for transitions.
Private Equity Groups
We provide financial oversight, KPI tracking, and post-acquisition integration for portfolio companies.
Family Offices
Strategic reporting and business-level financial management to support long-term investments.
Entrepreneurs & Startups
From pre-revenue to growth stage, we build scalable financial foundations for early-stage founders.
Rapid Growth Companies
We implement systems, forecasts, and controls to support sustainable scaling and capital planning.
Financially Distressed Companies
Our team leads turnarounds by stabilizing cash flow, reducing expenses, and guiding recovery strategies.
How Can We Help Your Business?
At Westport Financial, we go beyond the numbers to deliver clarity, strategy, and peace of mind.
Streamlined Financial Reporting
Stop waiting weeks for outdated reports. We deliver accurate, timely financials that help you operate with confidence and control.
Optimize Cash Flow
We forecast, manage, and improve cash flow by controlling expenses, planning debt reductions, and helping you stay ahead of payroll and vendor payments.
Strategic Pricing & Profitability
We build dynamic pricing models that reflect your true costs and profit targets. Our cost structure evaluations ensure you’re not leaving margin on the table.
KPI Reporting & Business Health
We develop weekly KPIs across departments — from sales to operations to finance — ensuring alignment, accountability, and proactive decision-making in any market.
Peace of Mind
We work directly with your CPA, attorneys, lenders, and investors to reduce risk, solve problems, and free up your time to focus on growth.
M&A Transaction Support
Preparing to sell or acquire a business? We clean up and convert your financials to GAAP, support due diligence, normalize SDE, and help maximize valuation. We work hand-in-hand with your broker, legal, and buyer teams to streamline the process and protect your interests.
At Westport Financial, we partner with entrepreneurs, business owners, and leadership teams across a wide range of industries and business models. Whether you’re running a multi-generational trades business, scaling a logistics company, or preparing a professional service firm for sale, our tailored financial solutions are built to meet you where you are — and help you get where you’re going.
Our clients share a common goal: they want clear financial insight, reliable reporting, and a strategic partner who understands their business inside and out. That’s where we come in. We specialize in outsourced accounting, fractional CFO services, and financial advisory designed to bring clarity, structure, and forward momentum to your organization.
We work with a diverse group of industries including trade services (HVAC, plumbing, electrical, landscaping, handyman, and construction), manufacturing, professional services, cleaning companies, residential and commercial moving, and transportation and logistics. Each industry has unique financial challenges — from job costing and seasonal cash flow to pricing strategies, subcontractor management, and operational efficiency. Our team brings practical, industry-specific experience to help you solve those challenges and thrive in competitive markets.
Beyond industries, we also serve a broad range of company types: from family-owned businesses and early-stage startups to private equity-backed firms and financially distressed companies in need of turnaround support. We’ve helped clients clean up years of financials, transition from cash to accrual accounting, implement weekly KPI reporting, and prepare for high-stakes events like capital raises, acquisitions, and business sales.
With Westport Financial, you gain more than just clean books — you gain a strategic partner who works closely with your internal team, CPA, legal counsel, investors, and bankers. We’re here to reduce stress, increase profitability, and give you the peace of mind that your finances are in good hands.
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.
Strategic Financial Management for Our Clients
CFO Advisory Services in strategic matters for expansion, M&A, and corporate transactions
Full-time support for less costs
Cash flow management through treasury services, 13-week forecasting, and payroll administration
Regular meetings to review financials and forecasts
Maintaining relationships with banks, lenders, and investors
Strategic Planning and Execution for 3 and 5 year goals
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.
