Fractional Controller & CFO Advisory Services in Houston, TX
Experienced Financial Leadership to Help You Better Understand and Manage Your Business
As businesses become more complex, owners often need more than accurate accounting records. They need timely reporting, better visibility into financial performance, and experienced guidance to evaluate decisions and plan ahead.
Westhaven Ledger provides fractional controller and CFO advisory services for Houston businesses seeking greater financial clarity, stronger reporting processes, and experienced financial support without the cost of hiring a full-time finance executive.
Our approach combines accounting expertise, financial reporting experience, and practical business insight to help owners better understand their numbers, improve financial processes, and make more informed decisions.
Financial Leadership Without the Cost of a Full-Time Executive
Many business owners have reliable accounting information but need additional financial insight to effectively manage their operations.
As businesses grow, owners often need support with:
✓ Understanding profitability
✓ Improving cash flow visibility
✓ Reviewing financial performance
✓ Creating budgets and forecasts
✓ Strengthening reporting processes
✓ Evaluating business opportunities
Hiring a full-time controller or CFO may not be practical for every business.
A fractional model provides access to experienced financial leadership based on your current needs and objectives.
A Flexible Approach to Financial Leadership
Westhaven Ledger provides both fractional controller support and CFO advisory services depending on the level of financial guidance your business requires.
Whether you need stronger accounting oversight, improved reporting, or strategic financial planning, our services are designed around your business objectives.
Fractional Controller Services
Strengthening Financial Processes and Reporting
A fractional controller helps businesses improve the accuracy, consistency, and usefulness of their financial information.
Services may include:
Financial Reporting Oversight
Helping businesses better understand financial performance through:
✓ Financial statement review
✓ Financial reporting accuracy assessment
✓ Management reporting support
✓ Financial statement analysis
Month-End Close Improvement
Improving the process of preparing timely and reliable financial information through:
✓ Close process evaluation
✓ Accounting workflow improvements
✓ Account reconciliation review
✓ Reporting procedures
Accounting Process Improvements
Helping businesses create more organized and efficient accounting operations through:
✓ Process documentation
✓ Workflow improvements
✓ Accounting system recommendations
✓ Internal control enhancements
Financial Controls and Oversight
Supporting stronger financial operations through:
✓ Accounting procedure review
✓ Process risk identification
✓ Recommendations to strengthen accounting reliability
Fractional CFO Advisory Services
Strategic Financial Guidance to Support Better Business Decisions
A fractional CFO helps business owners use financial information to evaluate opportunities, plan ahead, and make more informed decisions.
Services may include:
Financial Forecasting and Planning
Helping businesses evaluate future performance through:
✓ Revenue forecasting
✓ Expense planning
✓ Cash flow projections
✓ Financial modeling
Cash Flow Management
Improving visibility into:
✓ Current cash position
✓ Upcoming obligations
✓ Working capital needs
✓ Investment planning
Budgeting and Performance Analysis
Supporting better decisions through:
✓ Annual budgeting
✓ Financial targets
✓ Budget-to-actual analysis
✓ Performance discussions
Strategic Financial Guidance
Providing financial perspective related to:
✓ Growth planning
✓ Operational decisions
✓ Profitability improvement
✓ Business readiness
Designed for Houston Businesses Seeking Greater Financial Insight
Westhaven Ledger's fractional controller and CFO advisory services are designed for businesses that need experienced financial support without adding a full-time executive.
Ideal for:
✓ Professional service firms
✓ Law firms
✓ Physicians, dentists, and optometrists
✓ Healthcare practices
✓ Engineering firms
✓ Consulting firms
✓ Marketing agencies
✓ Construction companies
✓ Technology businesses
✓ Real estate companies
✓ Family-owned businesses
The Difference Between a Fractional Controller and Fractional CFO
Fractional Controller
A controller focuses on improving the reliability, organization, and effectiveness of financial operations.
Typical focus areas:
✓ Accounting processes
✓ Financial reporting
✓ Month-end close
✓ Reconciliations
✓ Internal controls
Fractional CFO
A CFO focuses on using financial information to guide planning and strategic decisions.
Typical focus areas:
✓ Forecasting
✓ Growth planning
✓ Cash flow strategy
✓ Budgeting
✓ Financial decision-making
Many businesses benefit from both levels of support as their financial needs evolve. Westhaven Ledger provides a flexible approach that can adjust as your business changes.
Why Choose Westhaven Ledger?
Accounting Knowledge Combined With Financial Insight
Financial reports are valuable, but business owners need more than numbers — they need clarity around what those numbers mean.
Westhaven Ledger combines:
✓ Accounting expertise
✓ Financial reporting experience
✓ Process improvement knowledge
✓ Business-focused financial guidance
Our goal is to help business owners gain confidence in their financial information and make better decisions.
Our Advisory Process
Understand
We learn about your business, current processes, challenges, and objectives.
Assess
We evaluate your reporting environment, accounting processes, and financial information.
Improve
We identify opportunities to strengthen financial visibility and reporting.
Advise
We provide ongoing financial guidance aligned with your business goals.
Frequently Asked Questions
What is a fractional controller?
A fractional controller provides experienced accounting leadership on a part-time or outsourced basis.
They help businesses improve financial reporting, accounting processes, month-end close procedures, and financial oversight without the cost of hiring a full-time controller.
What is a fractional CFO?
A fractional CFO provides strategic financial guidance to help businesses evaluate opportunities, manage cash flow, forecast performance, and make informed decisions.
How much do fractional controller services cost in Houston?
Investment depends on the level of support required, business complexity, reporting needs, and engagement scope.
Westhaven Ledger fractional controller engagements typically begin at $2,500 per month.
How much do fractional CFO services cost in Houston?
Fractional CFO advisory services vary based on the level of strategic support required.
Westhaven Ledger CFO advisory engagements typically begin at $4,500 per month.
Our Services
Gain the Financial Insight Needed to Grow With Confidence
Growing businesses need more than historical financial information. They need reliable reporting, stronger processes, and experienced guidance to make confident decisions.
Westhaven Ledger provides fractional controller and CFO advisory support designed around your business goals.