Clients

Who We Serve

CFO

TAX

ACCOUNTING

STRATEGY

PWA evaluates client acceptance on the basis of your purpose and potential, and our ability to help.

PWA serves businesses ranging in size from start-up to hundreds of millions in revenue.

Private Companies
and Their Owners

International
Businesses and Individuals

Industries Most Commonly Served

Manufacturing
& Trades

Software
& Technology

Professional
Services

Transportation
& Distribution

Ask about our popular financial and tax counseling service starting at $1,000 per month

CONTACT US

Case Studies

We are a European-owned company that formed a subsidiary in the U.S. to sell and distribute our products. Except for salespeople, we did not want to hire finance or other personnel in the U.S. PWA came recommended from our Big-4 accountants as well as private equity backers. PWA offered a fixed-price monthly arrangement but we wanted an hourly arrangement. PWA agreed, and without requesting it they send detailed time entries with every monthly invoice. PWA set-up our accounting system and they have taken care of our monthly accounting since then. We get a set of financial statements and a reporting package the first week of every month. They also prepare our federal & state tax returns. When we needed payroll and medical benefits for our U.S. salespeople, they worked with an affiliate firm and generated options for us. PWA is easy to work with and uniquely qualified to handle the CFO and outsourced tax & accounting needs of companies like ours.

Our family invested in a small commercial real estate property in Texas many years ago. When we hired PWA they identified and obtained tax refunds after reviewing prior income tax returns. Since then we have used them exclusively as our U.S. advisors and tax preparers. They understand the complexities of U.S. / Mexico cross-border tax.

The books of our manufacturing business were a mess. We tried to do the accounting ourselves to save money, but the results were disastrous - our financials did not make sense to anyone, including us. Our bank put pressure on us to get our accounts in order or they threatened calling our loan. We interviewed several accountants but were not comfortable they were a fit. PWA was different. They asked great questions and listened intently. They were professional yet talked in a way we could understand. When we engaged them, they began by holding a project planning meeting with us so members of our staff could be involved. As the project progressed, they trained us as they identified recurring errors or process flaws. When the clean-up project was over, we engaged PWA to stay involved monthly to check to make sure our accounts stay financially organized.

Are We a Fit?

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