Our Clients
Private Companies & Their Owners
We work with growing companies that want strategic financial guidance without building a full internal finance team.
Ideal clients often:
- Have clear growth plans and capital for expansion
- Need some combination of fractional accounting and Client Accounting Services (CAS), controller, or CFO services
- Seek reliable, timely, and accurate financial reporting to drive better decision-making
Industries Most Commonly Served
Manufacturing & Trades
Manufacturers, contractors, specialty trades, fabrication shops, and industrial service providers.
Software & Technology
SaaS companies, technology startups, IT service firms, and growth-stage tech businesses.
Professional Services
Law firms, medical and dental practices, engineering firms, architecture firms, and consulting businesses.
Transportation & Distribution
Logistics companies, distributors, freight operators, and supply chain businesses.
Global Reach, Local Expertise
Our international expertise isn't a side service, it's a core strength.
From foreign-owned subsidiaries entering the U.S. market to American companies with global partners, PWA serves clients across six continents.
Wherever your business operates, we understand the cross-border complexity that comes with it.
Supporting businesses across six continents with local insight and global perspective.
Clients
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 sent 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?
PWA is best suited for organizations that:
- Are growing, established, or planning significant expansion
- Value a responsive, experienced fractional finance team
- Want expert financial insight without hiring a full internal team