Our Services
Your Fractional Finance Department
PW Associates (PWA) acts as your fractional finance department, providing expert accounting, tax, and advisory services without the cost of a full internal team. We support businesses across Houston, Dallas–Fort Worth, and nationwide through our virtual model.
Our services are designed to give business owners clear, timely financial information, actionable insights, and strategic guidance to help their organizations grow efficiently and sustainably.
Fractional Accounting & Client Accounting Services (CAS)
PWA provides fractional accounting and Client Accounting Services (CAS) that form the foundation of your finance function.
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 confidence in their financial data while freeing them to focus on running their business.
Controller Services & Financial Oversight
Our controller services provide accuracy, consistency, and accountability in your financial records. We periodically review your books, reconcile key accounts, and identify issues before they become problems.
Controller services are ideal for businesses 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
Fractional CFO Services
PWA’s fractional CFO services provide strategic financial leadership for growing businesses.
Our CFO-level expertise helps clients:
- Improve profitability and cash flow
- Build budgets, forecasts, and financial models
- Make informed growth and investment decisions
- Plan for longterm financial sustainability
You gain the insight of a full-time CFO without the cost of hiring internally.
Tax Preparation & Strategic Tax Planning
Our tax services are fully integrated with your accounting and CFO functions, creating a seamless experience.
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.
Why PWA?
Choosing the right financial partner is about more than checking boxes for bookkeeping or tax compliance. At PWA, we deliver a coordinated fractional finance department built to support growth, accountability, and long-term success.
What sets us apart:
- Integrated Services – Accounting, controller oversight, CFO leadership, tax, and advisory working together, not in silos.
- Experienced Leadership – Licensed CPAs and seasoned financial professionals with decades of combined experience.
- Structured Financial Systems – Clear processes, timely reporting, and reliable financial data you can trust.
- Growth-Oriented Focus – We work best with businesses that are expanding, investing, or preparing for their next phase.
- Texas-Based, Nationwide Reach – Local expertise with the ability to serve clients across the United States through modern cloud-based systems.
When you partner with PWA, you gain financial clarity, strategic insight, and a team that understands both day-to-day operations and long-term planning.