PW Associates (PWA) is a CPA firm supporting small & medium sized companies with CFO, tax, outsourced accounting, and strategy services. We have particular experience serving international companies and individuals doing business in the U.S. 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; we are now over $120 million in sales.
They are a talented and experienced group - very responsive, responsible, easy to work with and familiar with the business and tax issues of doing business in the U.S.
They are a talented and experienced group - very responsive, responsible, easy to work with and familiar with the business and tax issues of doing business in the U.S.
Services
The PWA team's broad experience ranges from former "Big-4" partner to small business CPA firm owner, and from corporate controllers to public and industry accountants.
Some members of our team are bi-lingual in Spanish and Chinese.
Steve began his career with Price Waterhouse in 1986.
Over time, he observed that many small & medium-sized businesses could outsource their accounting and tax functions to increase efficiency and minimize personnel costs rather than hire an internal team of specialists.
Some members of our team are bi-lingual in Spanish and Chinese.
Steve began his career with Price Waterhouse in 1986.
Over time, he observed that many small & medium-sized businesses could outsource their accounting and tax functions to increase efficiency and minimize personnel costs rather than hire an internal team of specialists.
PWA evaluates client acceptance on the basis of your purpose and potential, and our ability to help.
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.
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.
The cost of hiring a full-time CFO can start at six figures and go well over several hundred thousand, not including vacations, bonuses, and other benefits.
The cost can be prohibitive for small and mid-sized businesses.
PWA provides part-time (i.e., fractional) CFO services.
A fractional CFO can do many of the same things a full-time CFO would do including overseeing accounting and tax matters, advising and providing input to owner-managers, and liaising with bankers, department managers, and key vendors.
The cost can be prohibitive for small and mid-sized businesses.
PWA provides part-time (i.e., fractional) CFO services.
A fractional CFO can do many of the same things a full-time CFO would do including overseeing accounting and tax matters, advising and providing input to owner-managers, and liaising with bankers, department managers, and key vendors.
Preparation of federal and state income, payroll, sales & use, property and other tax returns.
Few owner-managers are aware of state & local credits & incentives available to businesses relocating or expanding hiring in their area.
Schedule a free, confidential call with a principal to discuss your future relocation or hiring plans.
Few owner-managers are aware of state & local credits & incentives available to businesses relocating or expanding hiring in their area.
Schedule a free, confidential call with a principal to discuss your future relocation or hiring plans.
We work with you to identify your accounting needs and help find the best solution for your situation.
Sometimes small businesses have very good internal bookkeepers but just need monthly or quarterly oversight to check accounts and perform agreed procedures.
In these cases, we involve an experienced, part-time controller.
Think of a controller as a very experienced accountant who not only understands bookkeeping but also understands accounting process and procedure, how accounts need to reconcile, and how the income statement and balance sheet need to tie into one another.
Sometimes small businesses have very good internal bookkeepers but just need monthly or quarterly oversight to check accounts and perform agreed procedures.
In these cases, we involve an experienced, part-time controller.
Think of a controller as a very experienced accountant who not only understands bookkeeping but also understands accounting process and procedure, how accounts need to reconcile, and how the income statement and balance sheet need to tie into one another.
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