Fractional CFO · Controller · Bookkeeping
Fractional CFO & bookkeeping for companies ready to grow up
CW Business Advisory gives $1M–$40M companies a complete finance team: clean books, a controller’s discipline and CFO-level strategy, at a fraction of the cost of building it in-house.
KPMG-trained founderHulu & Beats Music finance leadershipSan Diego-based, serving the U.S.
Monthly CFO reportIllustrative
- Revenue vs. budget+6.2%
- Gross margin58.4%
- 13-week cash forecastUpdated weekly
- EBITDA margin17.0%
Sample of the monthly reporting our clients receive. Figures are illustrative.
At a glance
CW Business Advisory is a San Diego-based firm that gives companies with $1M–$40M in revenue a complete outsourced finance team: bookkeeping from $500 a month, controller services from $4,500, fractional CFO services from $8,500, plus M&A, exit planning and strategic advisory. It was founded by Calvin Wu, a KPMG-trained finance leader formerly at Hulu and Beats Music.
- Who we serve
- $1M–$40M revenue companies
- Services
- Bookkeeping, controller, fractional CFO, M&A
- Pricing
- From $500 / month
- Industries
- Professional services, SaaS, e-commerce, real estate, B2B
- Location
- San Diego, serving the U.S.
One finance team, three levels
Start with clean books. Add a controller and a CFO as you grow.
Most companies outgrow their bookkeeper before they can justify a full-time CFO. Our packages scale with you, so you only pay for the level of finance support your business needs today.
Starting at $500 / month
Bookkeeping
Accurate, reconciled books and monthly financial statements, closed on a schedule you can count on.
- Bank and card reconciliations
- AR/AP and bill pay
- Monthly financial statements
Starting at $4,500 / month
Controller
A dedicated accountant who owns the close, payroll and budget-vs-actual reporting, so leadership gets numbers it trusts.
- Payroll and commissions
- Budget vs. actual variance analysis
- Custom dashboards for stakeholders
Starting at $8,500 / month
Fractional CFO
CFO-level strategy without the full-time salary: forecasting, cash management, KPIs and investor communication.
- 13-week and monthly cash forecasting
- KPI design and reporting
- Board and investor materials
Advisory & transactions
When the decision is bigger than the monthly close
Acquisitions, exits, capital raises and turnarounds need senior judgment and a financial model behind every recommendation.
M&A support & exit planning
Prepare to sell, or buy with confidence: exit readiness, due diligence, quality of earnings and deal structuring.
M&A integration
Turn a closed deal into one coherent business: Day 1 plans, consolidated reporting and synergy tracking.
Strategic advisory
Senior counsel for founders facing a plateau, a turnaround, a capital event or a board conversation.
Corporate development
Acquisition strategy, partnerships, new-market entry and raise preparation for growing companies.
Case study · Marketing agency
From −17% to +17% EBITDA margin in three years
A mid-sized agency had stalled revenue and negative margins. We realigned commissions to cash flow, restructured pricing around higher-margin offerings and industrialized delivery.
−17%
EBITDA margin at the start
+17%
EBITDA margin three years later
30%
Annual revenue growth (CAGR)
34 pts
Margin improvement
How it works
From first call to confident decisions
Free financial assessment
In a 30-minute call we review your current systems, reporting and the decisions in front of you.
Tailored proposal
Choose a packaged service or build a custom plan around what your business needs now.
Implement & improve
We clean up and integrate your systems, build dashboards and set a regular review cadence.
Scale with confidence
Timely numbers and expert guidance every month, with support that grows as you do.
Industries
Specialists in the business models we serve
Revenue recognition, unit economics and cash cycles look different in every industry. We bring the playbook for yours.
Calvin Wu, CPA (inactive)Founder & fractional CFO
Meet the founder
Big 4 rigor, operator instincts, a founder’s perspective
Calvin Wu began his career as an external auditor at KPMG, then spent a decade building finance functions inside fast-growing technology companies, from pre-revenue startups to household names like Hulu and Beats Music.
In 2018 he guided a consumer e-commerce company through a successful exit. That seat at the founder’s side of the table shapes how CW Business Advisory works: practical, numbers-first and focused on the decisions that move enterprise value.
- KPMG external audit
- Finance leadership at Hulu and Beats Music
- Founder-side exit in 2018
- Serves companies with $1M–$40M in revenue
Client reviews
What clients say
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.
Calvin truly has a multiplier effect on whatever you are working on, and in our case he took a solid business model and turned it into a large multiplier exit. We couldn’t be happier and more grateful with the results.
FAQ
Common questions
What does a fractional CFO do for a small or mid-sized business?
A fractional CFO provides the strategic side of finance (forecasting, cash management, KPI reporting, budgeting, investor and lender communication, and transaction support) on a part-time basis. You get senior financial leadership for a monthly fee instead of a full-time executive salary.
How much do your services cost?
Bookkeeping packages start at $500 per month, the Controller package starts at $4,500 per month, and the Strategic CFO package starts at $8,500 per month. Advisory and M&A work is scoped to the engagement. Every engagement starts with a free consultation, and the full breakdown is on our pricing page.
Do you only work with San Diego businesses?
No. We are based in San Diego (see our San Diego fractional CFO page) and work remotely with companies across the United States, typically businesses with $1M to $40M in annual revenue in professional services, SaaS and technology, e-commerce, B2B and real estate.
We already have a bookkeeper or accounting team. Can you still help?
Yes. Our fractional CFOs work alongside internal or external bookkeepers, and we can add controller-level support or strategic CFO guidance on top of the team you already have.
Next step
Already have an accounting team? We’ll fill the gaps.
Whether you need a controller to tighten the close or a CFO to lead your next raise or exit, we plug in alongside the team you have.