About Us
PW & Associates (PWA) is a Texas-based CPA firm specializing in fractional accounting and CFO services for privately owned businesses and nonprofit organizations.
We serve clients throughout Dallas–Fort Worth, Houston, and across Texas, while also supporting organizations nationwide and internationally through a fully virtual service model. Acting as an outsourced finance department, we provide everything from bookkeeping and monthly accounting to controller oversight, tax services, and strategic CFO leadership — including U.S. tax compliance and financial guidance for foreign-owned entities entering the American market.
Our clients value a responsive, experienced accounting and finance team with a strong understanding of doing business in Texas and the U.S., paired with expertise in cloud-based accounting and financial systems.
Who We Serve
Texas-Based Businesses and Owners
Growing companies across Houston, Dallas–Fort Worth, and surrounding areas that need reliable accounting and CFO support without hiring a full internal team.
Virtual & Nationwide Clients
Organizations outside Texas that prefer a high-touch, virtual accounting and fractional CFO partner with proven systems and processes.
Inbound International Clients
Foreign-owned businesses and international entrepreneurs entering the U.S. market who need a trusted fractional finance department that assists with matters from day-to-day accounting to strategic CFO guidance.
What We Do
Fractional Accounting & Client Accounting Services (CAS)
Fractional Accounting & Client Accounting Services (CAS) provide ongoing fractional accounting support, including bookkeeping, payroll, and monthly financial reporting. Our team manages:
- Bookkeeping and transaction processing
- Payroll
- Accounts payable and receivable support
- Monthly close and financial statements
- Cash flow and management reporting
- These services give business owners clear, timely financial information they can trust.
Tax Preparation & Strategic Tax Services
Tax preparation and strategic tax services ensure accurate compliance while proactively minimizing tax exposure through ongoing planning and coordination with your accounting function.
Our tax services include:
- Business and nonprofit tax preparation
- Individual tax services for owners and executives
- Ongoing tax planning and compliance support
Because we work closely with your books, tax decisions are proactive, not reactive.
Fractional CFO Services
Fractional CFO services provide part-time strategic financial leadership to help businesses improve profitability, plan for growth, and make informed decisions.
We help clients:
- Improve profitability and cash flow
- Build budgets, forecasts, and financial models
- Make informed growth and investment decisions
- Plan for long-term financial sustainability
You gain CFO-level insight without the cost of a full-time hire.
Controller Services & Financial Oversight
Controller services provide periodic financial oversight, account reconciliation review, and reporting accuracy to ensure reliable financial statements.
Controller services are ideal for organizations that:
- Have internal bookkeeping support but need oversight
- Are preparing for growth, financing, tax season, or audits
- Want confidence in financial reporting for tax and advisory purposes
Business & Financial Advisory
Business and financial advisory services provide strategic guidance to improve performance, strengthen financial systems, and support long-term growth and transition planning.
Our advisory services go beyond day-to-day accounting to support better decision-making, stronger financial systems, and long-term business health. We serve as long-term business and financial advisors to owners and nonprofit leaders.
This includes strategic guidance around financial planning, performance metrics, cash flow management, business transitions, and owner-level decisions—drawing on deep accounting, tax, and operational experience.
Whether you need periodic advisory support, financial coaching, or hands-on assistance during a critical phase of your business, PWA provides practical, grounded insight tailored to your needs and goals.
PWA is proud to be a part of Russell Bedford International, a global network of independent professional services firms.
Case Study
"PWA has been our outsourced finance team since we entered the U.S. market. They started with us when all we had was an idea; we are now over $120 million in sales. They are a talented and experienced group – very responsive, responsible, easy to work with and familiar with the business and tax issues of doing business in the U.S."
Ask About Our Satisfaction Guarantee
We are committed to providing exceptional and reliable service.
If you're not fully satisfied, we'll work diligently to make it right.
If you're not fully satisfied, we'll work diligently to make it right.