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Westgate Advisory

Westgate Advisory

Outsource Your Accounting Function

Scale Faster with a Fully-Managed Team

We offer a fully integrated accounting department, tailored to the stage and complexity of your business. Whether you are a founder managing growth, an operator that's scaling fast, or a finance leader needing more reliable books, our model allows you to plug in a complete back-office solution that scales as you go.

Why Companies Choose Westgate Advisory

Hiring and building an in-house accounting team takes time, resources, and ongoing management, often without the flexibility to adapt as your business evolves. We offer an alternative: a scalable team led by ex-Big 4 CPA's. By outsourcing, you gain:

50–70% cost savings vs. in-house accounting teams

50–70% cost savings vs. in-house accounting teams

50–70% cost savings vs. in-house accounting teams

Instant access to Controller-level expertise and CPA oversight

Instant access to Controller-level expertise and CPA oversight

Instant access to Controller-level expertise and CPA oversight

Fully integrated systems and reporting

Fully integrated systems and reporting

Fully integrated systems and reporting

No hiring, training, or turnover risk

No hiring, training, or turnover risk

No hiring, training, or turnover risk

Scalable model that grows with your business

Scalable model that grows with your business

Scalable model that grows with your business

What We Can Offer

  • Financial Reporting & Close

    • Complete monthly and quarterly close, including reconciliations and journal entries

    • Prepare financial reporting packages: income statement, balance sheet, and cash flow

    • Establish and maintain close checklists, schedules, and documentation

    • Identify and explain key variances, trends, and margin drivers

    • Support audit preparation, investor reporting, and lender compliance

    • Provide recurring review sessions with our team to translate results into actions

  • Accounts Payable & Expense Management

    • Process vendor invoices, credit cards, and employee reimbursements

    • Set up approval workflows, thresholds, and segregation of duties

    • Maintain vendor master data, W-9s, and 1099 tracking

    • Ensure timely, accurate payments and proper accruals

    • Implement and manage tools like Bill.com and Ramp

    • Deliver audit trails and payment visibility for leadership

  • Billing & Accounts Receivable

    • Prepare and send accurate customer invoices based on contracts or usage

    • Monitor AR aging, follow up on collections, and resolve discrepancies

    • Support revenue recognition and deferred revenue tracking

    • Reconcile payments and customer deposits

    • Advise on systems to automate invoicing and receivables

    • Integrate AR with CRM and sales platforms where applicable

  • Treasury & Cash Management

    • Track daily cash balances across bank accounts

    • Prepare and update 13-week cash flow forecasts

    • Manage intercompany transfers, wires, and banking relationships

    • Support working capital management and optimization

    • Reconcile cash positions and support treasury compliance

  • Fractional Controller & CFO Support

    • Lead accounting operations, technical accounting, and policy development

    • Design and implement internal controls and financial processes

    • Represent finance in board meetings, investor calls, and audit reviews

    • Support M&A, debt raises, or system transitions

    • Provide financial insight and scenario planning for executive decision-making

    • Oversee cross-functional initiatives involving finance, HR, operations, and legal

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call