About us

About PWA

CFO

TAX

ACCOUNTING

STRATEGY

Our Team

The PWA team consists of a former "Big-4" partner and managers, small business CPA firm owners, corporate controllers, and public and industry accountants. Some members of our team are bi-lingual in Spanish and Chinese.

Michael Parrish
Tax Partner
Steve Williams
Business Advisory Partner
Dana Cook
Director of Accounting Services
Blake Williams
Strategy & Project Leadership
Rebecca Leightman
Controllership Services
Jennifer Wu
Senior Accountant
Shelley Kaiser
Tax Manager
Sara Rosales
Marketing Director

Our Story

Steve Williams, Michael Parrish, and Dana Cook formed PWA in 2017. Their story starts years earlier though when Steve worked for Price Waterhouse in Dallas.

Steve began his career with Price Waterhouse in 1986. While there he observed that many small & medium-sized businesses might do better by outsourcing their accounting and tax functions rather than hiring an internal accountant to try and do everything. He calculated that some of his clients could reduce their personnel cost and be better served from bringing a team of specialists to the finance function.

After eight years he started his own firm to pursue that vision with mid-sized companies.  Years later he branched out and started a second practice serving small businesses.

In 2010, PwC invited Steve to return to the firm in Calgary, Canada as an associate tax partner supporting Canadian companies and individuals doing business in the U.S.  While there he gained additional cross-border expertise, and became aware of the need foreign companies and investors had for finance & accounting services when entering the U.S. market. More importantly, he developed deep friendships with clients and colleagues around the world.

Five years later he returned to the U.S. joining Hein & Associates as tax leader of their Houston office. This is where his path with Michael and Dana crossed.

In 2017 Steve left to pursue his vision of serving companies (particularly U.S. inbound internationals) needing outsourced CFO, tax, accounting, and strategy services and to focus his personal practice on working with individuals from around the world.  Michael and Dana shared the vision and had the complimentary skills needed to work well together.  

 

Prior to joining PWA Michael was a tax manager with Hein & Associates in Dallas. Before that he owned and operated his own tax firm in Kenosha, Wisconsin for more than 25 years.  Michael also worked for McGladrey in Janesville, Wis., Gallagher Flynn & Co in Burlington, Vt., and Richard J. Engel, PC, in Manchester, VT.

Prior to joining PWA, Dana worked for eight years in various accounting and finance roles for Delta Air Lines. Prior to that she was involved in financial reporting for Dynegy, Inc., and as an auditor for Arthur Andersen. Dana earned her MBA from the University of Texas at Austin and a bachelor of Business Administration degree from Texas Lutheran University.

PWA, WCO

PWA is the brand and entity under which we contract for recurring CFO, tax, and accounting services. Sometimes we are invited to assist with strategy, consulting, or other projects requiring leadership. These projects usually have a different risk and remuneration profile. When we accept these engagements it sometimes makes sense to contract out of our affiliate entity WCO.

Virtual Reach

PWA is a semi-virtual firm with offices in Dallas and Houston. When we use the term semi-virtual, we mean we have offices from which to work or meet with clients but we are not limited to working from the office. We are set-up to serve clients around the globe from our offices, our homes, or on the road.

Client Data

We are a small firm, yet we invest heavily in third party IT specialists and systems providers to ensure client data is protected and hosted in secure cloud-based environments. We use, and strongly encourage our clients to use, secure third-party VPN and file sharing systems for transmitting sensitive information.

Our Interests

Client Success

We are driven to contribute in a meaningful way to our client’s financial success. We approach our service with the big-picture of  potential in mind.  We frequently consider ideas for increasing our client’s cash flow and business valuation. We consider process improvements for making our client’s jobs easier and more efficient.

Client Diversity

Our clients (and colleagues) hail from varied backgrounds and cultures. We like to work with individuals and managers who strive to contribute and  make positive contributions to their communities and countries. To that end, we entertain requests for proposal not only from established mid-market organizations, but also from individuals with tax or financial problems or big, exciting ideas.

The PWA Way
Communicate Well, Set & Achieve Goals

We're Here for You

 

Call PWA to schedule a free consultation with one of our principals.

 

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Careers

PW Associates seeks professional, hard-working accountants, consultants and financial advisors with at least four years of relevant experience.

Our firm looks for experienced and talented individuals who take pride and ownership in their work and exhibit exceptional client service capabilities, including quality work product, and exceptional communication and responsibility skills.

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