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BSW & Associates

CFO Services, Financial Reporting, & Tax Preparation

Phone Number: 214-216-5099

OUR PROFESSIONAL SERVICES

Discover more about our extensive range of professional services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.

CFO Consulting Services


We always put our focus on our customers. We want you to find the product or service that perfectly suits your needs, which is why we offer comprehensive consulting services to help you make an informed decision.
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Tax Preparation


BSW & Associates believe in helping our clients keep more money in their pockets. therefore, we offer comprehensive tax services to ensure that you maintain your financial integrity, take advantage of tax incentives, and plan ahead for your continued success. . When you work with us, you can be confident that we're looking out for your best financial interests because we're highly trained tax professionals
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Financial Reporting Solutions


We regularly offer industry-relevant training programs and workshops. Our certified instructors have many years of experience in their specialist area and enjoy sharing their expert knowledge with their students.
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Mergers & Acquisitions

The mergers and acquisitions (M&A) process has many steps and can often take anywhere from 6 months to several years to complete. Our expert M&A strategies are unprecedented when it comes to due diligence-related efforts (buyer and seller). We’ll outline the acquisition process from start to finish.
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We also offer comprehensive expertise in the following growth strategies

When companies need to transform their business, it takes more than technology. It takes the right people, applying the right processes, using the right data, and working together to achieve shared success. BSW & Associates can help you scale. 

Financial Management, & Strategic Planning

Let us help you with the application of general management principles to the various financial
resources surrounding  planning, organizing, directing, and controlling your company's the financial
activities. 

Wealth Management Solutions

We offer unparalleled personal wealth resources, and guidance to help you maximize your impact and use your wealth in meaningful ways. We stay deeply attuned to your goals and values and curate all BSW has to offer on your behalf. Learn more about our services below and request a meeting today.

Risk Management

Understanding the risks and roadblocks that lay ahead and proactively working to avoid them is essential to a successful risk management program. Let BSW help you consider the full range of risks your management team faces. 

 Go-to-Market Strategies

Let our GTM strategies help your company define its ideal customers, coordinate your messaging, and position your product for launch. A GTM strategy keeps key business units aligned on the same plan, allowing you to meet a market need and effectively iterate on your product. Unlock scalable growth through our new business models, channels, verticals, and customer segments. 
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