Whether you're scaling up or simply want tighter financial controls, CPW Solutions brings both strategic insight and operational know-how to ensure your books are not just balanced, but built to support your business goals. Your success is our priority, and your financial peace of mind is our mission.
Based in Houston, Texas. We offer virtual services across the US.
Curtis P. Wallace
MBA, Owner CPW Business and Bookkeeping Solutions, LLC With over 20 years of hands-on experience in business finance, I’m passionate about helping business owners make sense of their numbers—so they can focus on growth, not guesswork. I’ve worked across a broad range of industries, including insurance, transportation, construction, manufacturing, SaaS, hospitality, and education. No matter the field, the goal is always the same: streamline financial processes to boost accuracy, efficiency, and compliance.
Rhoda M. Wallace
Business and Marketing Manager CPW Business and Bookkeeping Solutions, LLC
With a strong background in virtual education and a passion for staying current on finance tech and trends, I help businesses navigate tools like QuickBooks Online with confidence. From training to tech tips, I’m here to simplify your systems and support your growth every step of the way.

QuickBooks Clean-Up /Catch-Up

  • Reorganize the chart of accounts for better financial management
  • Review and bring invoices, financial statements, and cash flows to current status

QuickBooks Set-up and Coaching

  • Quickbooks Set-up
  • Review existing work
  • Coaching for in-house bookkeeper or business owner
QuickBooks Online Clean-up/ Catch-up, Set-up and coaching are not on subscriptions plans. One time or hourly pricing.
All virtual services depend on the client's business needs and the client's selected subscription package. Subscription-based value pricing is offered in monthly or quarterly payments.

CPW Solutions List of Services

Simple Bookkeeping
  • Record and verify daily financial transactions
  • Reconcile cash and alert on account discrepancies
  • Provide clear, cash-based financial reports
  • Keep your records clean and decision-ready
Small Business Financial
  • End-to-end accounting tailored for small businesses
  • Reconcile accounts, manage taxes, and close books
  • Maintain profit/loss, balance sheets, and budgets
  • Support strategic planning and regulatory compliance
Fractional Controller
  • Oversee payroll, costs, and accounting staff
  • Ensure GAAP-compliant financial reporting
  • Control expenses and monitor cash operations
  • Manage invoicing, revenue, and compliance oversight
Fractional CFO
  • High-level financial strategy without a full-time hire
  • Improve cash flow, budgeting, and forecasting
  • Make data-driven decisions with expert insights
  • Ideal for scaling businesses or those in transition
Support During Difficult Transitions
  • Compassionate, confidential financial support during bankruptcy
  • Preparation of accurate, court-compliant financial documents
  • Organization of assets, liabilities, and creditor information
  • Collaboration with your legal counsel to meet filing requirements
  • Focused on easing the process so you can move forward with confidence
An extensive in-depth business review is needed for Fractional Controller and Fractional CFO Services. Occasional onsite service will be subject to additional fees.