Dallas Fractional CFO

Your Fractional CFO Services Team in Dallas, Texas

Running a business is complex, let us take some of that off of your plate.

As a Dallas business owner, you face many critical decisions every day. Imagine having a go-to financial expert you can trust and rely on, allowing you to manage your time better and focus on the essentials of your business.

PWA’s Fractional CFO Services can help:

  • Provide guidance on managing business finances
  • Organize accounting; generating financial reports
  • Prepare tax returns and tax advisory

Regain valuable time, and relax knowing your taxes and accounting are handled by our expert team of controllers, tax experts, and CFOs.

Introductory Consultation

Schedule a no-cost introductory consultation to explain your needs and let us share how PWA can help you. 

    Why Hire a Fractional CFO?

    Ideally, you would have a top-level financial expert on your team who you could count on to increase your company’s financial health and solve challenging problems that arise. Unfortunately, the cost of hiring a full-time CFO can be astronomical, and prohibitive for growing businesses.

    Luckily, with PWA’s fractional CFO services you can take your business to the next level for a fraction of the cost. Grow and strengthen your business with the high-level financial and strategic insights that only a CFO can deliver – without hiring any full-time employees.

    How do Fractional CFO Services Work?

    Our fractional CFO services set you up with a dedicated controller and a team of virtual accountants, tax professionals, and a CFO who will work with you to help guide your business to financial health and success. We truly operate as a member of your team and believe in a collaborative atmosphere that provides the financial peace of mind business owners need. Our services include more than just basic accounting – we provide comprehensive financial reporting, forecasting, growth strategies, and numerous tax services. Ultimately, we give you back your time, and peace of mind so you can focus on running your business while we do the financial heavy financial lifting.

    PWA offers an all-in-one financial solution for a fixed-cost!

    Ditch the burden of hiring out for each of your business needs and partner with PWA's experts!

    About PW Associates in North Dallas

    PW Associates (PWA) is a CPA firm supporting privately-owned companies in Dallas with tax, accounting, and advisory services (i.e., “CFO and outsourced accounting services”).  PWA has particular expertise serving private companies involved in international business.  Industries most commonly served include manufacturing & trades, software & technology, professional services, and transportation & distribution.

    Everything You Need in One Place

    With PWA there is no need to manage various teams and individuals. We’ve got your financial needs covered.

    Income Tax
    Payroll Tax
    Sales & Use Tax
    Property Tax

    Ongoing

    Bookkeeping
    Payroll
    Bill Payment
    Customer Invoicing
    Account Reconciliation

    Reporting

    Key Performance Indicators
    Statement of Cash Flows
    Balance Sheet
    Profit & Loss Statement
    Budget vs Actual

    Business Strategy
    Cash Flow Forecasting
    Problem Resolution
    Growth Planning
    Succession Planning

    What Our Clients Say

    Our experienced team of CFOs and controllers will optimize your potential.

    Dedicated Experts

    Dedicated team with a single point of contact. You have access to accountants, tax specialists, senior business advisors, and CFO-level advisors.

    Fixed Monthly Pricing

    No surprise billing! We’ll create a custom proposal with a fixed monthly fee for an agreed scope of services.

    Team Mentality

    We operate as if we were a member of your team. Take advantage of unlimited calls whenever a question or need arises.

    Strategic Check-ins

    PWA encourages annual strategic and budget-setting meetings followed by monthly (sometimes bi-weekly) management reporting and coordination meetings.
    Business people discussing fractional cfo services

    Who We Serve

    The PWA team’s broad experience allows us to serve businesses ranging in size from start-ups to hundreds of millions in revenue. We work with private companies, their owners, and international corporations. Although our experience allows our team to service a broad range of industries, we most commonly work with companies in the following sectors.

    • Manufacturing and Trades
    • Software and Technology
    • Professional Services
    • Transportation and Distribution

    60 Minute Consultation

    We’d love to learn more about your company and see if you’re a good fit for our Virtual CFO services. Fill out the form to schedule a free consultation.

    During the call, you’ll:

    • Chat with us about your company’s financial situation, growth plans and anything else you think would help us to better understand what you’re looking for.
    • Learn more about what hiring a Fractional CFO means, how we typically work with clients, and what services we can help your business with.
    • Get specific action steps to improve your company’s financial health.

      PWA is proud to be a part of Russell Bedford International, a global network of independent professional services firms.

      North Dallas Texas Business Opportunities

      One of the fastest-growing communities in America, North Dallas represents a home for major demographics. It is diverse in business opportunities. You can see the demographics according to the McKinney Economic Development Corporation on their website.

      McKinney Chamber of Commerce represents over 40,000 employees from more than 1,100 business investors that name McKinney their home.

      Recognized as one of the best places to live in Texas, North Dallas provides a rich cultural district identified as the top attraction in the McKinney area. The Historic Downtown and the McKinney performing arts center offer a variety of events worth attending.

      Best places to live in North Dallas, Texas.