We
Are WestWize
Fostering
financial success and building strong relationships, one solution at a time.
From establishing accurate and organized books to supporting the growth of small businesses, we approach every challenge as an opportunity to succeed. We understand that any business can face obstacles, and our job is to make sure your finances isn't one of them.
WestWize Founder & CEO
With a background shaped by adaptability, operational leadership, and diverse business environments, Rebecca brings both analytical precision and a deeply human approach to her work—serving as a trusted thought partner to clients navigating growth, change, and complexity. When she's out of the office, Rebecca loves yoga, horticulture, painting, relaxing with family, and spending time with her dog, Honey.
Rebecca Westhoff
Client Account Manager
Katie is a proud mom of three with 10 years of experience in accounting and client management. She is passionate about building strong relationships, helping clients feel supported, and creating a positive experience through communication and connection. She particularly enjoys interacting with people and being someone clients can count on and trust.
Katie Long
Client Account Manager, CPA
Accounting professional and CPA with 14+ years of experience in nonprofit finance and operations. Sonnett manages day-to-day accounting operations, keeping financial systems organized, accurate, and running smoothly so clients can make confident decisions. Outside of work, she enjoys home renovation projects and real estate investing, though the best part of her days is her Bull Masstiff.
Sonnett Peterson
Lisa engaged in all areas of accounting at a Buffalo, NY ad agency for 7 years before partnering with WestWize. She currently works in AP and the Credit Card Connector, and initiated the Credit Card Connector at her previous role. Lisa was on the Workamajig Core Committee and is well-versed in one of WestWize's favored software through this experience. She enjoys spending time with her family and 3 dogs, and is a true Peloton enthusiast.
Lisa Raczka
Client Account Manager
With a decade of experience spanning a variety of industries–including education and nonprofit consulting–Autumn owns the branding and internal operations of WestWize, from implementing standards and design into templates and webpages, to initiating Information Technology efforts and executive support. In her free time, she enjoys crafting, teaching Japanese, and experimenting
in the kitchen.
Autumn Edwards
Branding & Operations Coordinator
Soon graduating with a Bachelor’s in Business Management, Lily wields a diverse skill set from administrative support and bookkeeping, to tax preparation assistance. At WestWize, she provides reliable support, keeping the business--and its clients--organized while assisting with day-to-day operations. She is known for being adaptable, dedicated, and detail-oriented. Outside of work, Lily enjoys spending time with family, trying new hobbies, and relaxing with her cat, Orion.
Lily Boyd
Administrative & Bookkeeping Assistant
We've Been There
AND Done That
In the realm of financial services, our commitment reaches further than simple transactions to actually cultivating a personal relationship with each client. We believe that understanding your unique financial landscape is paramount to delivering tailored solutions. Our approach goes beyond numbers, bringing focus to your goals, aspirations, and challenges. By providing financial services with a personal touch, we strive to offer not just expertise but a trusted partnership. Your financial well-being is our priority, and we’re dedicated to walking this journey with you to ensure every step aligns with your individual needs and aspirations.
We're MORE Than a Consulting Firm
WestWize was built on a simple belief: that the best financial guidance doesn't come from a spreadsheet — it comes from a relationship. We take the time to understand your business, your goals, and the challenges keeping you up at night. Then we get to work.
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We are a Fort Worth-based, woman & veteran-owned and operated accounting and operations firm serving small businesses, marketing agencies, and nonprofits. Our team brings a rare combination of financial precision and operational intuition — and a genuine investment in the success of every client we work with.
Our Origin Story
Named for its Founder & CEO, Rebecca Westhoff, Westhoff Solutions began as a seed planted with passion and determination to provided resources for organizations in need of expert solutions.
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As it grew, Westhoff Solutions evolved to reflect the same intentionality presented to its clients and became WestWize Accounting & Operations, with the name and visual representation of the brand conveying the core principles of what the business stands for:​
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West Your path forward. A nod to direction—and to our roots on the west side of Fort Worth, Texas.​
Wize A playful take on wisdom. Clever, creative solutions delivered with personality and purpose.
W Representing both Westhoff, our founder's legacy, and Wisdom—the guiding principle behind our every recommendation.​​
The Owl
At the heart of WestWize is the owl—chosen deliberately, and with meaning.
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The owl sees clearly in the dark. It navigates complexity with calm, quiet intelligence. It notices what others miss. That's exactly how we approach your finances and operations: with 360-degree awareness, careful attention to detail, and the foresight to see challenges before they become crises.
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The owl also carries a more personal significance. It's a tribute to the memory of our founder's father—a man who instilled a love of learning, a habit of careful listening, and a deep respect for wisdom. His influence lives on in everything we do.