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Outsourced CFO


At BSW & Associates, a Dallas Financial Advisory and Business Solutions Consulting Firm, we recognize that many growing businesses need the advice and support of a financial professional from time to time without the additional expense of hiring a full time CFO. That's why we offer outsourced controllership services to Dallas businesses in need of support with issues like strategic planning, financing, oversight of accounting and IT, budgeting and other needs.


We will work with your business to customize our CFO and controller services so you will only pay for the services you need. With the guidance and support of a professional financial manager, you will begin to make better business decisions, clarify your business plans and free up valuable time to grow your business, all for less than hiring a full time CFO.


Ongoing Services:


Bookkeeper direction

Tax planning strategies

Management information audit and analysis

Financial systems and controls

Budgeting and forecasting

Financial reporting and analysis

Profit improvement

Cash flow planning and analysis

Bank reconciliations

Accounts payable and accounts receivable

Point-of-sale software and support

QuickBooks accounting software training and support

Advisory or Project-Based Work

Due diligence

Management coaching

Retirement planning

Business planning

Software functionality review

Third-party software integration

Government compliance

Employee compensation and incentive plan

Exit strategy

Raising capital

Risk management


Contact Us for an FREE Initial Consultation


Send us an e-mail or call us today at 469-718-5497 and ask for Brian Bruce to discuss your business needs with an experienced Dallas Financial Advisory and Business Solutions Consulting Firm.


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BSW & Associates

5057 Keller Springs Road, Suite 300 Addison, Texas 75001

P (469) 718-5497


1200 Smith Street, Suite 1600

Houston, Texas 77002

P (713) 496-0551

BSW & Associates is not a licensed CPA firm in any jurisdiction

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BSW & Associates is a Dallas Financial Advisory and Business Solutions Consulting Firm that provides a wide variety of accounting, tax and financial management services.