About Us
Our Team
At West Blend Financial, we believe exceptional accounting and bookkeeping go far beyond just balancing the ledger. As a mother-and-son partnership, we combine over three decades of deep financial expertise with modern technology and operational precision to help Montana enterprise owners make confident, growth-driven decisions.
Whether you run a local construction firm, a retail shop, or an agricultural operation, our hands-on team treats your business with the care, reliability, and precision it deserves.
Tracy Westphal
Owner & Principal Accountant
With over 30 years of hands-on accounting, bookkeeping, and business administration experience, Tracy founded West Blend Financial to offer local businesses direct access to high-level financial clarity. She leads client onboarding, manages high-level financial strategy, and conducts final financial reviews to ensure every record is accurate and audit-ready.
Gregory Otto
Operations & Marketing Manager, Account Manager
Working alongside Tracy, Greg oversees daily operations and internal marketing for West Blend Financial. He carefully leverages technology to streamline day-to-day bookkeeping, executes detailed forensic cleanups, manages complex reconciliations, and produces accurate, timely client reporting tailored to each business's needs.