Fractional CFO • Bookkeeping • Financial Strategy
Accelerate your business growth with a U.S.-based certified financial expert and a tech-forward finance team. We help small and mid-sized businesses gain clarity, control, and confidence in their numbers—so they can grow faster and more profitably.
Backed by Big 4 experience and startup expertise, our team delivers enterprise-level finance and accounting solutions without the full-time cost. Whether you’re scaling operations, managing cash flow, or preparing for an exit—we bring the strategic insight you need to succeed.
Book a Free ConsultationOur Services
20
Years of Experience
100
Transaction Value
100
Successful Projects
Why CW Business Advisory?
High-Value Fractional CFO Support
Get strategic financial leadership without the full-time cost:
- KPI reporting, cash flow planning, forecasting
- Investor communications & exit readiness
- Dedicated CFO-level guidance with fast response guarantees (24‑48 hr depending on package)
Ready for better financial control?
Book a Free Consultation
Accurate, Reliable Bookkeeping
Comprehensive support to keep your finances in order:
- Weekly reconciliations, invoicing, AP/AR aging
- Payroll for up to 5 employees, accrual-based reporting
- Monthly financial statements & guaranteed response times
Start with firm financial grounding.
Book a Free Consultation
Custom Packages That Scale
Choose from five tailored monthly packages:
- Sole Proprietor Bookkeeping
- Starter Package
- Growth + Accounting Package
- Controllership Package
- Strategic CFO Solutions
Ready to pick a package?
Book a Free ConsultationView Packages
Why CW Business Advisory?
High-Value Fractional CFO Support
Get strategic financial leadership without the full-time cost:
- KPI reporting, cash flow planning, forecasting
- Investor communications & exit readiness
- Dedicated CFO-level guidance with fast response guarantees (24‑48 hr depending on package)
Ready for better financial control?
Book a Free Consultation
Accurate, Reliable Bookkeeping
Comprehensive support to keep your finances in order:
- Weekly reconciliations, invoicing, AP/AR aging
- Payroll for up to 5 employees, accrual-based reporting
- Monthly financial statements & guaranteed response times
Start with firm financial grounding.
Book a Free Consultation
Custom Packages That Scale
Choose from five tailored monthly packages:
- Sole Proprietor Bookkeeping
- Starter Package
- Growth + Accounting Package
- Controllership Package
- Strategic CFO Solutions
Ready to pick a package?
Book a Free ConsultationView Packages
CFO Solutions
Strategic financial leadership for growing businesses. Get expert CFO guidance without the full-time cost.
- Financial Strategy
- Cash Flow Management
- Financial Reporting
- Board Presentations
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Bookkeeping Services
Accurate, timely bookkeeping services that keep your business organized and compliant.
- Monthly Bookkeeping
- Account Reconciliation
- Financial Statements
- Tax Preparation Support
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M&A Support & Exit Planning
Successfully guided exits with transaction values between $1M and $40M. We’ll help you achieve your exit goals.
- Exit Strategy Planning
- Due Diligence Support
- Validation Services
- Deal Structuring
Learn More
How it Works
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.
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Patient Reviews
5/5
Review Rating
Already have an accounting team in place but need some extra support?
No problem!
We Provide Solutions, Not Just a Service – Elevate Your Finances with Our Expert Bookkeeping and CFO Solutions
Book a Free Consultation