Effective Date: May 21, 2025 | Last Updated: May 21, 2025
Westen Advisory provides bookkeeping, cleanup, reconciliation, monthly close, tax preparation, and financial-control services for field-service owners. Scope, deliverables, fees, and timelines are set out in a separate signed engagement letter. Website content is general information only and does not constitute professional advice; no client relationship is formed by visiting the site or submitting a form.
We provide accounting, bookkeeping, tax, and financial-control services only — not investment advisory, legal, wealth-management, or insurance services. Consult a licensed attorney, registered investment adviser, or certified financial planner for matters outside our scope.
A professional relationship is established only upon a signed engagement letter. Until then, no duty of care or confidentiality is created. We reserve the right to decline any engagement.
We make reasonable efforts to keep the site accurate but make no warranties as to completeness or suitability. Tax laws and standards change; content may not reflect the most current developments.
All site content is the property of Westen Advisory and protected by applicable law. You may not copy, reproduce, or create derivative works without our prior written consent.
Links to third-party services are provided for convenience only. We do not control or assume responsibility for their content or practices.
To the fullest extent permitted by law, Westen Advisory shall not be liable for indirect, incidental, or consequential damages arising from use of the site. Total liability for services rendered shall not exceed the fees paid for the specific service giving rise to the claim.
You agree to indemnify and hold harmless Westen Advisory from claims arising out of your use of the site, violation of these Terms, or infringement of third-party rights.
Information shared through the site is treated with reasonable confidentiality; formal confidentiality obligations apply only after a signed engagement letter is in place.
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law provisions.
We may modify these Terms at any time; changes are posted with an updated date, and continued use constitutes acceptance.
Questions? Email hello@westenadvisory.com or call (904) 870-6887. Service area: Texas and Florida.