Services



Financial Statement Auditing

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

School Districts – Diana Closterman – dsc@westbrookcpa.com

Governmental Entities – Rita Carpenter – rac@westbrookcpa.com

Private Industry – Larry Beecher – llb@westbrookcpa.com

Charter Schools – Brad Steele – bas@westbrookcpa.com


Preparation of tax returns

Tax return preparation and filing instructions is a core service offered to our clients. At Westbrook & Co., P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. Whether your company is a C corporation, S Corp, Partnership, Sole Proprietor, Not-for-Profit, Estate or Trust a properly prepared tax return can be filed to minimize the tax owed. Over the years literally 1000’s of Federal and State returns have been prepared and filed by our firm.

Individuals – Brad Steele – bas@westbrookcpa.com

Not-for-Profit Organizations – Lea Ann O’Brien – lao@westbrookcpa.com

Business – Diana Closterman – dsc@westbrookcpa.com

Estate –  Lea Ann O’Brien – lao@westbrookcpa.com

Trusts – Lea Ann O’Brien – lao@westbrookcpa.com


Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Brad Steele – bas@westbrookcpa.com

Diana Closterman – dsc@westbrookcpa.com

Brian Eckhoff – ble@westbrookcpa.com

Rita Carpenter – rac@westbrookcpa.com

Kim Ritchhart – kar@westbrookcpa.com


Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Westbrook & Co., P.C.’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Brian Eckhoff – ble@westbrookcpa.com

Lea Ann O’Brien – lao@westbrookcpa.com


Preparation and Compilation of Monthly Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client’s needs; monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Lea Ann O’Brien – lao@westbrookcpa.com


Accounts Payable, Payroll and other Bookkeeping Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Westbrook & Co., P.C.’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, tax planning, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans

Lea Ann O’Brien – lao@westbrookcpa.com


Budgeting Assistance

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Westbrook & Co., P.C. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Brad Steele – bas@westbrookcpa.com


Quickbooks Help and Training

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Steven Livingston– sjl@westbrookcpa.com

QuickBooks ProAdvisor


School Attendance and Transportation Training

Attendance statistics are among the primary numbers that drive school revenues. For this reason, it is important for schools to know the reporting requirements. We are knowledgeable and up to date on the current attendance and transportation reporting requirements. We can provide training that focuses on the reporting of attendance and transportation information to ensure the information is reported accurately. Ensuring the information is reported accurately, the district can be confident they are receiving the correct funding. Additionally, we can provide services to analyze the information to determine if there are any areas where funding could be increased based upon how it is reported.

Brian Eckhoff – ble@westbrookcpa.com

Bryce Harrison– bah@westbrookcpa.com


Advisory Services

At Westbrook & Co., P.C. , we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, assessing and implementing sound internal controls, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession
  • Internal Control Analysis

Diana Closterman – dsc@westbrookcpa.com


Litigation Support and Forensic Services

Westbrook & Co., P.C.’s litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, fraud, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

Diana Closterman – dsc@westbrookcpa.com


Westbrook CPA