We're a remote, veteran-owned firm. Everything runs through QuickBooks Online and our secure client portal — so we deliver clean books and monthly financial control to field-service owners across the country, with local roots in Northeast Florida.
No long-term contracts · Free review before any work begins
How a remote firm keeps your books clean — no matter where you operate.
Westen Advisory is a veteran-owned firm based in Jacksonville, Florida that works with field-service owners across the country. Because everything runs through QuickBooks Online and our secure client portal, your location is never a barrier — we keep your books clean and current whether you're around the corner or across the country.
We're based on the First Coast and serve field-service owners locally across Jacksonville and St. Johns County. If you're in our backyard, you get the same clean books and monthly financial control as everyone else — plus a firm that genuinely knows the area.
Explore our Northeast Florida pages: Jacksonville, St. Augustine, Nocatee, Ponte Vedra, and St. Johns / Fruit Cove.
Your books live in QuickBooks Online, your documents and monthly action plan live in our client portal, and a real person answers the phone. Distance never changes the quality of the work — it just means we can specialize deeply in field-service economics and bring that expertise to owners anywhere in the country.
Deep, field-service-specific expertise — delivered remotely, nationwide.
Route profitability, chemical costs, and recurring-revenue clarity for pool companies.
🐛Recurring contracts, route economics, and clean books for pest control operators.
❄️Job costing and service-vs-install margins for HVAC contractors.
🌳Route, crew, and seasonal cash-flow clarity for lawn and landscaping companies.
🪵Job costing and project margins for fencing contractors.
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 — no matter where your business is located.
Start a Free Review →Or call/text (904) 870-6887 · Serving field-service owners nationwide