Our team
The CW Business Advisory team
Fractional CFOs with Big 4, private equity and big-tech backgrounds, supported by a dedicated finance and bookkeeping team.
Calvin Wu
Founder and fractional CFO
Former KPMG external auditor with a decade of finance leadership at technology companies including Hulu and Beats Music, and a founder-side e-commerce exit in 2018.
Ziye Lin
Fractional CFO
A strategy and finance executive with 15+ years in management consulting, M&A, merger integration and technology strategy at Amazon, FTI Consulting, NBCUniversal and Hulu. Helped a Los Angeles virtual reality startup raise its Series D.
Stephen Choi
Fractional CFO
A CPA and investment professional with 15+ years in private equity and institutional investing, beginning at KPMG. Completed over $1 billion in real estate transactions and deployed over $500 million in investor equity. BA, University of Southern California; MBA, UC Berkeley Haas.
Laura M.
Director of Finance
Phobie Macasio
Bookkeeper
Ann Sedo
Bookkeeper
How we’re organized
Senior judgment, consistent execution
Every client has a senior fractional CFO responsible for strategy and quality, backed by a finance team that handles the monthly close, reconciliations and reporting.
- A senior CFO-level point of contact on every engagement
- Big 4 standards for accuracy and documentation
- U.S.-based leadership with a dedicated bookkeeping team
- Continuity from bookkeeping through CFO and M&A work
Next step
Work with our team
Book a free consultation and we’ll match you with the right level of support.
