Specialized bookkeeping and monthly financial control for St. Johns County pool service and pest control owners — route-level clarity, clean books, and a real picture of which accounts make money.
No long-term contracts · Free review before any work begins
Specialized financial control for St. Johns County's route-based service businesses.
Ponte Vedra's affluent coastal communities keep pools open and pests active nearly year-round — from Ponte Vedra Beach to Sawgrass and the surrounding St. Johns County neighborhoods. We're a veteran-owned, locally based firm that does the bookkeeping for exactly those businesses.
From Ponte Vedra Beach to Sawgrass, Palm Valley to the Guana preserve corridor, the area's spread-out, high-value communities mean long routes, plenty of accounts, and crews covering real ground. Pool service and pest control companies here run weekly recurring routes, chemical and material costs, equipment, and tech payroll across one of Northeast Florida's most established markets.
That growth is great for revenue and brutal on the books. Pool and pest economics are unlike a typical small business: recurring accounts, chemicals, fuel, tech payroll, and equipment depreciation all have to be tracked correctly to know your true profit per route. Most Ponte Vedra bookkeepers don't understand route economics. We specialize in it — keeping your books clean every month and showing you which routes and accounts actually make money.
We work with pool service companies, pest control operators, lawn and landscaping crews, and other route-based field businesses across Ponte Vedra Beach, Sawgrass, Palm Valley, Nocatee, and the surrounding St. Johns County region that need clean books and route-level clarity.
We understand route economics — because generic bookkeepers don't.
We track your numbers so you can see which routes and accounts actually make money — not just total revenue.
Proper categorization of chemicals, parts, and materials so your true cost of service is clear.
Vehicle costs, fuel, and equipment depreciation handled right — a major blind spot in field-service books.
Recurring monthly accounts tracked cleanly so you always know your real recurring base.
Everything you need to get your books clean and keep them that way.
Reconciled accounts and categorized transactions in QuickBooks Online, every month.
Behind by months or years? We fix messy books and get you current.
Owner dashboard plus a plain-language monthly summary of what to do next.
We confirm your books match your bank, receipts, and payroll.
Clean recording of tech payroll so it's accurate in your books and at tax time.
Clean books, clear numbers, and guidance to run your routes with confidence.
More than bookkeeping. A clear, current picture of your business — every month.
Reconciled accounts and categorized transactions you can actually trust.
We check that your numbers match reality — bank, receipts, payroll, all aligned.
The metrics that matter, in one place — no spreadsheets, no guessing.
Plain-language guidance on what changed, what matters, and what to do next.
Behind on your books? We get you current before monthly control begins.
Call or text year-round and reach someone who knows your business.
Trusted by 1,400+ satisfied clients · Specialized in Field Service
"Westen Advisory has been a great partner for Pest Pro Pest Solution. Their client portal was a game changer for our business. It kept us in the know and gave us a clear action plan that was easy to follow. Rafael made everything simple, organized, and easy to implement."
"Westen Advisory was excellent to work with from start to finish. Rafael has a high level of understanding of accounting and field service companies. He made the process simple, organized, and easy to follow. I highly recommend Westen Advisory to any service business owner needing better financial guidance."
"Working with Westen Advisory has been a great experience. Rafael is professional, patient, and easy to work with. He understands accounting, but also understands how field service companies actually operate. That made the entire process feel clear, practical, and useful for our business. Highly recommend."
"Rafael and the Westen Advisory team made everything simple from start to finish. He is knowledgeable, responsive, and easy to work with. He understands both accounting and the needs of field service companies. The whole process was clear, organized, and practical."
"Rafael is great to work with. He cleaned up my books and saved me money that I didn't know I was losing. Highly recommend!"
"James and his team are amazing. I have been working with them for 3 years. They are very professional and knowledgeable. I highly recommend them."
"Best tax preparer I've ever worked with. He is very thorough and knowledgeable. He saved me a lot of money on my taxes. I highly recommend him."
"Westen is by far the easiest and most convenient way to get your finances handled. Got to work directly with the founder Rafael — he made it a clear step-by-step process and gave great instructions the whole way."
You're not handing your books to a faceless chain. You work directly with Rafael — a military veteran and former field-service owner who understands routes, crews, and trucks, and treats your numbers like they're his own. A real person who answers the phone.
Start with a free financial review. We'll show you exactly where your books stand and which routes actually make money.
Start a Free Review →Or call/text (904) 870-6887 · Serving Ponte Vedra & St. Johns County