Westland Business Services

What Westland Business Services does

Westland Business Services, Inc. is a privately held, owner-operated accounting and business management firm headquartered at 428 Main Street, Suite #202 in Huntington Beach, California. Founded in 2003 according to firmographic data (though the website copyright begins in 2015), the firm employs between 11 and 50 people and serves small businesses primarily in California. Its offering is structured as four bundled service lines: Tax Services (planning, preparation, IRS audit representation, estate and trust taxes), Bookkeeping (QuickBooks consulting, financial statement compilation, cash flow analysis), Payroll (processing plus outsourced CFO/controller functions), and Business Management (a complete offsite accounting department spanning A/P and A/R through CFO-level advisory).

The firm's underlying technology is conventional third-party software rather than proprietary IP: it delivers services through QuickBooks and uses QuickFee for client payment plans and invoice financing on engagements above $5,000. There is no mobile application, no API, no disclosed proprietary platform, and no AI component. Service delivery is direct and human-led — clients engage via website form, phone, email, and in-person visits, with a stated 24-hour response guarantee and regular reporting.

Westland Business Services generates revenue through professional services engagements (tax preparation, bookkeeping, payroll processing, business management consulting) billed on quote-based, monthly cadences, plus a small transaction-fee stream from a 3% credit card processing fee on payments. Go-to-market is sales-led and local: the firm relies on its website, client testimonials, and professional referrals rather than paid acquisition or partnerships. The owner, Perri Westland, personally manages key client relationships, and the firm has no funding rounds, no parent company, no subsidiaries, and no public-company positioning.

Name

Westland Business Services

Legal name

Westland Business Services, Inc.

Website

https://westlandbusiness.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Westland Business Services is a privately held, owner-operated accounting firm in Huntington Beach, California that provides tax, bookkeeping, payroll, and outsourced CFO-level business management services to small businesses, primarily in California, using QuickBooks and direct client engagement.

Ownership category

akta.pro rank

Product category

Small Business Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Services (8741)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Small business accounting
• Tax preparation services
• Bookkeeping services
• Payroll processing
• Business management consulting

Headquarters

HQ city

Huntington Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Accounting Services: Westland Business Services generates revenue through professional accounting service engagements, including tax preparation, bookkeeping, payroll processing, and business management consulting. Services are delivered as ongoing engagements with regular client relationships.
2. Payment Processing Services: The company offers payment processing options including credit card payments (with 3% processing fee) and QuickFee payment plans for invoices over $5,000, generating transaction-based revenue.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Westland Business Services is a professional accounting firm that provides outsourced financial services to small businesses. Its core offerings include tax planning, preparation, and IRS audit representation; bookkeeping including QuickBooks consulting, financial statement compilation, and cash flow analysis; payroll processing with periodic financial reporting; and full business management services functioning as an offsite accounting department from A/P and A/R clerk functions up to outsourced CFO and controller services.

Product overview

Westland Business Services is a small business accounting firm offering a unified suite of professional services. The company provides four core service offerings: Tax Services (tax planning, preparation, IRS representation, and entity selection), Bookkeeping (QuickBooks consulting, financial statement compilation, cash flow analysis), Payroll (processing and outsourced CFO/controller functions), and Business Management (complete offsite accounting department from A/P & A/R clerk to CFO level). These services work together to provide small businesses with comprehensive financial management support.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax planning, preparation, and representation services for small business clients, including individual and business tax returns, IRS audit representation, estate and trust taxes, and sales and property taxes.
• Bookkeeping Financial record-keeping services for small business clients including QuickBooks consulting, financial statement compilation, cash flow budgeting and analysis, and financial analysis.
• Payroll Payroll processing services for small business clients including outsourced CFO or controller functions, periodic financial reporting, and third-party correspondence.
• Business Management Complete offsite accounting department services for small business clients spanning accounts payable, accounts receivable, and CFO-level management functions.

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Emerging players

• Botkeeper: AI-augmented bookkeeping service combining software automation with human accountants. Competes for the same SMB bookkeeping and reporting work that Westland performs under its Bookkeeping service line.
• Bench (now part of Threadbank): Tech-enabled monthly bookkeeping service for small businesses. Competes with Westland's bookkeeping line on price and convenience for SMB owners who do not need a local relationship.
• Xendoo: Outsourced online bookkeeping, accounting, and tax service for small businesses. Directly comparable to Westland's bookkeeping, tax, and CFO offerings, delivered through a virtual, subscription-based model.
• Pilot.com: Tech-enabled bookkeeping, CFO, and tax service for SMBs and startups. Overlaps with Westland's bookkeeping and outsourced CFO offerings but uses a software-augmented delivery model aimed at higher-growth small businesses.

Broad incumbents

• Deloitte (US Small Business Services): Big Four firm with SMB and entrepreneur-focused tax and advisory offerings. Comparable in service scope to Westland but competes from a national brand and significantly larger resource base.
• Intuit QuickBooks Live: Intuit's on-demand bookkeeping service staffed by QuickBooks-certified experts. Directly comparable to Westland's QuickBooks consulting and bookkeeping work, leveraging Intuit's platform dominance and lower price points.
• BDO USA: Top-tier global accounting firm with a dedicated small-business and middle-market practice. Overlaps with Westland's tax, bookkeeping, and advisory services for SMBs but serves a much broader client portfolio.
• KPMG LLP (US Small Business): Big Four accounting firm offering tax, audit, and advisory to SMB and mid-market clients. Provides similar core services to Westland's suite but operates at a very different scale and brand tier.

Direct peers

• Padgett Business Services: Franchise network providing tax, bookkeeping, payroll, and consulting to SMBs. Closely comparable to Westland in service mix (tax + bookkeeping + advisory) and small-business target customer, though delivered through a franchise model rather than a single local office.
• 1-800Accountant: National virtual accounting firm serving small businesses with bookkeeping, tax, payroll, and advisory. Direct competitor for the same SMB customer base as Westland, with a more centralized, technology-enabled delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Westland Business Services