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Your Trusted CFO Solution, Bookkeeper & Business Coaching Services in San Diego, California

Accelerate the growth of your business with a US-based certified financial professional and a technology-forward team. We are helping SMBs grow faster and more profitable. Situated in the vibrant business landscape of San Diego, California, we provide BIG 4 quality accounting and finance services at a fraction of the cost. Let us be your strategic partners in achieving unparalleled success.

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Why Choose CW Business Advisory for your CFO Solution and Business Needs

We Are Not Just Another CPA Firm

With over a decade of experience in business advisory, we’ve guided fast-growing startups through different phases of growth, scaling, and exiting. We offer big-4 accounting firms quality but at a fraction of the cost. We aim to be your trusted business advisory partner, helping you translate complex financial data into easy-to-understand concepts.

We Are a Tech-Focused Firm

A technology-driven business advisory firm, we leverage the latest cloud-based solutions to streamline your accounting, finance, and other business advisory needs. This ensures real-time access to your data and empowers us to deliver more efficient and insightful guidance.

Client-Centric Focus

We are here to serve you. This means we make your goals and your needs one of our top priorities. We deliver accurate and compliant financial business advisory services and actively engage with clients to understand their business or personal financial aspirations.

Custom Tailored Solutions for Your Business Needs

We understand that every business is unique and has unique needs. Our business advisory services are flexible and customizable to fit your business needs. We aim to go beyond standard practices, acknowledging the distinctive nature of each business and providing services that are specifically adapted to optimize financial performance and support long-term success.

Expertise and Resources that Will Scale with Your Business Needs

Whether you are pursuing an exit, pursuing growth through acquisitions, or a capital raise, your accounting and finance needs will not be your problem. We have the expertise and resources to guide you through the different stages of your business.

Benefit from our Holistic Financial Strategy

We take a comprehensive approach to financial management that integrates our diverse experience in different industries.

Make the wise decision to secure your financial future. Choose CW Business Advisory for outsourced accounting and finance business solutions that will help your company reach its full potential. Our professional accounting and finance services are designed to maximize the expansion and financial success of your company.

Who We Are:

  • Seasoned finance professionals based in San Diego, CA, with a passion for supporting enterprises. We bring a wealth of experience and local knowledge to the roles, enabling us to provide tailored and effective financial solutions for businesses operating in the region.
  • Decades of Experience: With over a decade of experience, our finance professionals bring a wealth of knowledge gained from serving a diverse array of fast-growing small and medium-sized companies. Benefit from our seasoned insights as we navigate the financial intricacies unique to your industry and growth trajectory.
  • Data-Driven Excellence: Our approach is rooted in data, ensuring that every financial decision is backed by precise analytics and insights. From forecasting to strategic planning, we leverage data to drive your business toward sustained success.
  • Tech-Savvy Professionals: Embracing the latest technological advancements, our team is equipped with the skills to harness cutting-edge tools for streamlined financial management. We integrate tech solutions seamlessly, enhancing efficiency and providing real-time financial visibility.

At CW Business Advisory, we’re not just financial experts; we are catalysts for your business’s technological and financial evolution. Join us in propelling your fast-growing company to new heights. Contact us today to experience the difference expertise and innovation can make in your financial success.

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We Provide Solutions, Not Just a Service – Elevate Your Finances with Our Expert Bookkeeping and CFO Solutions

CW Business Advisory is committed to providing unparalleled services to our clients and our approach is not just a set of principles; it’s a commitment to excellence, transparency, and your business’s prosperity. We look forward to partnering with you on your journey to financial success!

Why Clients Choose Us

CW Consulting/Calvin Wu has been one of the best hires our company has made in a decade. The impact of his consulting is felt from the executive team all the way down to our most junior team members.

Cassandra Parsons, VP Operations, Vizisites

CW Consulting/Calvin Wu brings vision, expertise and adds value every step of the way. He helped lead my brand's exit strategy every step of the way, from intelligently preparing the numbers, to leading the discovery process in finding the right partner for acquisition, to closing the deal and helping us walk away with a lucrative and successful outcome.

Gideon Victor, Founder, Royal Brew

Meet Our Founder

Calvin Wu

A CPA-Turned-Entrepreneur, Transformative Financial Leader for a Decade

As the Founder and Owner of CW Business Advisory, Calvin brings a wealth of expertise in financial strategy and management cultivated through a dynamic journey encompassing both the corporate and startup landscapes. A key aspect of his skillset lies in consistently thinking outside the box, a core strength that adds innovation and creativity to his approach.