About DWP
Our Team
Duval Accounting and Advisory Services, LLC was built on a simple belief: when business owners truly understand their numbers, they make better decisions, build stronger companies, and create lasting success. At DWP (Duval Wealth Pro), we provide the financial clarity, structure, and strategy that small and medium‑sized businesses need to thrive.
With deep experience across accounting, tax, finance, FP&A, and executive‑level financial leadership, we serve as a trusted partner for businesses seeking accuracy, insight, and long‑term stability. Our mission is not only to deliver exceptional financial services, but also to build a community where accounting and finance professionals can share knowledge, grow together, and elevate the standards of our industry.
Fractional CFO Services
Strategic financial leadership without the full‑time cost.
We help business owners understand their financial position, plan for growth, improve profitability, and make confident, data‑driven decisions.
Services include:
- Financial strategy & long‑term planning
- Cash‑flow optimization
- Budgeting & forecasting
- KPI development & performance dashboards
- Profitability analysis
- Investor & lender reporting
Fractional Controller Services
Strong internal controls and reliable financial operations.
We ensure your accounting processes are efficient, compliant, and built for scale.
Services include:
- Month‑end close management
- Internal controls & process improvement
- Financial reporting & analysis
- Audit preparation & support
- Policy and procedure development
- Oversight of accounting staff
Accounting & Bookeeping Support Services
Accurate, timely, audit‑ready books — every month, every time.
We manage the day‑to‑day financial details so you can focus on running your business.
Services include:
- Daily, weekly, or monthly bookkeeping
- Bank & credit card reconciliations
- Accounts payable & receivable
- Payroll coordination
- Clean‑ups & catch‑ups
- QuickBooks Online setup, optimization, and workflow design
Tax Preparation & Planning Services
Proactive, strategic tax support for businesses and individuals.
We help you stay compliant, minimize liabilities, and plan ahead with confidence.
Services include:
- Business tax returns
- Individual tax returns
- Quarterly tax planning
- IRS correspondence support
- Entity structure guidance
Financial Planning & Analysis (FP&A) Services
Turning data into insight — and insight into action.
We help you understand your financial story and plan for what comes next.
Services include:
- Budgeting & forecasting
- Scenario modeling
- Cash‑flow projections
- Variance analysis
- Strategic decision support
Our Process
At DWP, we go beyond bookkeeping — we bring clarity, structure, and strategic guidance to help business owners make confident decisions. Our process starts with a free consultation, followed by clean, accurate books, improved financial systems, and clear insights you can actually use.
Whether you need bookkeeping support, an accountant, a Controller, or CFO‑level strategy, we provide the right level of expertise at the right time.
Businesses choose us because we combine full‑service financial support with deep experience in accounting, tax, finance, and FP&A. We’re relationship‑driven, audit‑ready, and committed to long‑term financial health. At Duval Accounting and Advisory Services, LLC, we don’t just deliver reports — we deliver understanding. Let’s build your financial clarity and growth together.