Specialized bookkeeping and monthly financial control for pool service owners — route-level clarity, clean books, and a real picture of which accounts and routes actually make money.
No long-term contracts · Free review before any work begins
Specialized financial control for field-service businesses — anywhere in the country.
Pool service is a route-based, recurring-revenue business with razor-thin visibility into true profit. Chemicals, repairs, fuel, equipment, and tech payroll move every week — and most bookkeepers have no idea how to track profit per route or per account. We do. We're a veteran-owned firm that specializes in the financial side of pool service companies, anywhere in the country.
Recurring monthly accounts, chemical and material costs, equipment depreciation, vehicle and fuel expenses, and technician payroll all have to be tracked correctly to know your real margin. A generic bookkeeper records transactions; they don't tell you which routes make money and which quietly lose it.
We categorize your books around how a pool business actually runs — so you can see route profitability, true cost of service per account, and where your recurring base really stands. Clean books every month, and an owner summary that tells you what to do next.
We work with residential and commercial pool service companies, route operators, and repair-and-renovation businesses across the country — keeping their books clean, their numbers reliable, and their route economics clear.
We understand route economics — because generic bookkeepers don't.
See which routes and accounts actually make money — not just total revenue.
Proper categorization of chemicals, parts, and equipment so your true cost of service is clear.
Vehicle costs, fuel, and equipment depreciation handled right — a major blind spot in pool-company 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 where your real profit is.
Start a Free Review →Or call/text (904) 870-6887 · Serving field-service owners nationwide