What Does a Fractional CFO Do?
Our fractional CFO services go beyond accounting. We focus on strategy, forecasting, and long-term financial performance.
Financial Strategy & Leadership
- Executive-level financial guidance
- Strategic growth planning
- Capital allocation and investment analysis
- Support for lenders, investors, and stakeholders
Budgeting &
Forecasting
- Annual budgeting
- Rolling forecasts
- Scenario planning and financial modeling
- Cash flow forecasting and management
Profit & Performance Improvement
- Margin analysis
- Cost structure evaluation
- KPI development and tracking
- Budget vs. actual reporting and insights
Cash Flow & Working Capital Management
- Improve liquidity
- Manage debt and financing
- Strengthen internal financial controls
Integrated Tax and Accounting Oversight
Because PWA also provides accounting, controller, and tax services, your financial strategy is fully integrated — not fragmented across multiple firms.
How Our Fractional CFO Model Works
When you engage PWA, you gain:
A dedicated CFO advisor
Controller oversight
A team of accounting and tax professionals
One coordinated, virtual finance department
We operate as part of your leadership team — not just an outside vendor. Our structure ensures your financial data is accurate, your reporting is timely, and your decisions are supported by real insight.
You receive executive-level guidance without the overhead of hiring internally.
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!
Why Hire a Fractional CFO?
Hiring a full-time CFO can cost well into six figures annually, plus benefits and bonuses. Many growing businesses simply do not need that level of full-time commitment.
A fractional CFO gives you:
- Senior-level expertise at a predictable monthly cost
- Flexible engagement based on your needs
- Strategic oversight without long-term payroll obligations
- Immediate access to an experienced finance team
It is an efficient solution for businesses that are growing, restructuring, expanding, or preparing for financing or exit.
Who We Serve
PWA works with growing businesses across Houston, Dallas–Fort Worth, and nationwide through our virtual model.
Our fractional CFO services are ideal for:
- Private companies with expansion plans
- Manufacturing & trades businesses
- Software and technology companies
- Professional services firms
- Transportation and distribution companies
If your business is growing and financial decisions are becoming more complex, fractional CFO support may be the right next step.
What Our Clients Say
Our clients’ success is our highest priority. We build long-term relationships by delivering responsive service, strategic insight, and dependable financial leadership.
PWA has been our outsourced finance team since we entered the U.S. market. They started with us when all we had was an idea; now we are over $120 million in sales. Even though our management team is located outside the U.S. we communicate very well with PWA. They are very responsive, responsible, and easy to work with. They are a talented and experienced group – a very good fractional CFO and accounting team.
Your Fractional Finance Department
When you partner with PWA for fractional CFO services, you gain more than executive-level strategy — you gain a fully integrated accounting, tax, and advisory team.
There’s no need to coordinate multiple firms. We align your day-to-day accounting, compliance, and long-term financial strategy under one cohesive plan.
Accounting & Client Accounting Services (CAS)
Bookkeeping, payroll, bill payment, financial reporting, and monthly close — providing accurate, timely financial data you can trust.
Controller Services
Financial oversight, internal controls, reporting review, and process improvement to ensure accuracy and accountability.
Tax Preparation & Strategic Tax Planning
Business and nonprofit tax compliance, owner-level tax services, and proactive planning integrated with your financial strategy.
The PWA Difference
- Dedicated Experts- Our team includes licensed CPAs, controllers, and accounting professionals with decades of combined experience supporting businesses across Texas and the U.S. You receive coordinated support from CFO-level advisors, tax professionals, and accounting specialists — all under one roof.
- Transparent, Fixed Pricing- We provide custom proposals with clearly defined scope and predictable monthly fees. No surprise invoices
- Integrated Services- Accounting, controller oversight, tax planning, and CFO advisory — all aligned to support your financial strategy.
- Long-Term Partnership- We prioritize long-term relationships and proactive guidance, not reactive compliance work
Frequently Asked Questions (FAQ)
What is the difference between a fractional CFO and a controller?
A controller focuses primarily on historical accuracy, financial reporting, and compliance. A fractional CFO focuses on forward-looking strategy — including forecasting, cash flow planning, profitability improvement, and executive decision support.
How often will we meet with our fractional CFO?
Engagement frequency depends on your needs. Some clients meet monthly, while others require more frequent involvement during growth phases, financing events, or strategic transitions.
Do you work with businesses outside of Texas?
Yes. While we have strong ties to Houston, Dallas–Fort Worth, and Corpus Christi, we serve clients nationwide through our virtual model.
Can fractional CFO services work alongside our internal bookkeeper?
Absolutely. Many clients retain internal accounting staff while PWA provides oversight, strategic guidance, and executive-level financial direction.
When is the right time to hire a fractional CFO?
Common indicators include:
- Rapid growth
- Cash flow challenges
- Preparing for financing or investor conversations
- Considering acquisitions or expansion
- Lack of forward-looking financial visibility
Ready to Strengthen Your Financial Leadership?
Schedule your free 60-minute consultation to determine whether fractional CFO services are the right fit for your organization.
PWA is proud to be a part of Russell Bedford International, a global network of independent professional services firms.