Business Details
37 Years
experience
Certified Public Accountants in Richmond, MO
Westbrook & Co. & Co. is a certified public accounting firm founded in 1989 by Richard D. Westbrook & Co. & Co.. With 35 years of continuous growth and two locations in Richmond and Carrollton, Missouri, we combine the expertise of a large firm with the personalized service of a local practice. Our team of 26 professionals, including five partners, delivers tailored financial solutions to individuals, businesses, and organizations. We specialize in tax planning, accounting, auditing, and advisory services, prioritizing client success through accuracy, innovation, and deep industry knowledge. Our commitment to quality is reflected in our technical proficiency with tools like QuickBooks and our focus on internal controls, litigation support, and strategic financial planning.Clients benefit from customized services, including estate planning, payroll management, and school district financial training, ensuring their unique needs are met with precision. Our firms longevity and reputation are built on transparency, ethical standards, and a dedication to staying ahead of evolving tax laws and accounting practices. We serve government entities, nonprofits, charter schools, and private businesses, providing audits, reviews, and compilations that enhance financial clarity. By combining advanced technology with personalized attention, we empower clients to achieve long-term financial stability and growth.
Services
Tax Services
Accounting
Audits
QuickBooks Help
Estate Planning
Payroll Services
Litigation Support
Financial Consulting
Details
- Year established: 1989
Highlights and features
- We offer 35 years of experience in accounting and tax services.
- Our team includes five certified public accountants with specialized expertise.
- We provide customized solutions for businesses, nonprofits, and individuals.
- Our firm combines advanced technology with personalized client service.
- We maintain a proven track record of accuracy in audits and compliance.
What people say
Professional
Friendly
Organized
Full Service
White Glove service
Services
Tax Services
We provide comprehensive tax return preparation and strategic planning for individuals, businesses, and nonprofits. Our expertise minimizes liabilities while ensuring compliance with federal, state, and local regulations. Clients benefit from proactive guidance on retirement, estate, and merger-related tax strategies.
Financial Audits
Our audit services deliver the highest level of assurance through rigorous examination of financial records. We specialize in audits for government entities, schools, and nonprofits, ensuring transparency and compliance with industry standards.
QuickBooks Support
We offer implementation, training, and troubleshooting for QuickBooks and other accounting platforms. Our team optimizes software functionality to improve financial reporting accuracy and operational efficiency for small to mid-sized businesses.
Estate Planning
Our estate planning services help clients navigate complex tax laws to protect assets and ensure smooth succession. We focus on minimizing tax burdens while aligning plans with personal wishes for both individual and business estates.
Payroll Services
We manage payroll processing, tax filings, and compliance for businesses of all sizes. Our solutions ensure accurate employee compensation and adherence to evolving labor regulations, reducing administrative burdens.
People
Diana Closterman
Managing Partner
Diana Closterman leads Westbrook & Co. & Co. as Managing Partner, specializing in financial audits and compliance. With decades of experience, she oversees client relationships and ensures adherence to the highest accounting standards.
Brad Steele
Charter School Manager
Brad Steele specializes in charter school audits and tax services. His expertise in educational sector accounting ensures clients meet regulatory requirements while optimizing financial performance.
Brian Eckhoff
Tax Manager
Brian Eckhoff directs tax planning and advisory services, focusing on individual and business compliance. His strategic approach helps clients minimize liabilities and navigate complex tax codes effectively.
Mandy Kaullen
Audit Manager
Mandy Kaullen manages audit engagements for nonprofits and government entities. Her attention to detail ensures accurate financial reporting and compliance with grant-specific requirements.
Tomi Stoner
IT Specialist
Tomi Stoner provides technical support for accounting software systems. Her expertise in QuickBooks and network security ensures clients maintain efficient, secure financial operations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, and tax compliance services tailored to small businesses. Our team also offers budgeting assistance and QuickBooks support.
Do you specialize in tax planning for individuals?
Yes, we offer personalized tax planning strategies to minimize liabilities, including retirement and estate tax considerations for high-net-worth individuals.
Can you assist with nonprofit organization compliance?
We specialize in nonprofit audits, Form 990 preparation, and compliance with grant-specific reporting requirements.
What sets your firm apart from other accounting practices?
Our combination of technical expertise, local market knowledge, and personalized service distinguishes us. We focus on long-term client relationships rather than transactional interactions.
Do you offer advisory services for business succession planning?
Yes, we provide business valuation, merger/acquisition guidance, and succession planning to ensure smooth ownership transitions.
How do you handle school district financial reporting?
We offer specialized training and compliance services for school attendance and transportation reporting, ensuring accurate state funding documentation.
