top of page
Business Meeting

Your trusted finance business partner

Accelerate the growth of your business with valuable business insights

Our Benefits 

6.png

Highly scalable finance solution with multiple tiers of services to fit your business needs

7.png

Receive strategic and operational insights into your business and benefit from over a decade of experience scaling and exiting businesses​

9.png

Trusted financial business partner to help your business grow and achieve the best strategic outcome

Let us handle the books so you can focus on growing your business.

Make strategic business decisions now that can have a big impact 12-24 months out. 

Owner

Calvin Wu

Founder and Owner

Calvin is founder and owner of CW Business Advisory Services.  He is a licensed CPA (currently inactive) with over a decade of diverse financial experience ranging from working at a big 4 public accounting firm to building out finance functions for high growth technology startups.  He is experienced with sell side and buy side mergers and acquisitions, financial due diligence preparations, operational and strategic finance.

IMG-8837 (1).JPG
Services offered

Services offered

6.png

Bookkeeping

7.png

Business Coach/Advisor 

10.png

Strategic Financial Review/Planning

8.png

Mergers and acquisitions planning and preparations

11.png

Due diligence/Financial audit support

3.png

Financial Modeling

9.png

Financial Health Check

4.png

General business advisory

Contact us

Let's Talk

arrow&v

Thanks for ordering!

Workspace

Our Team

54088AF0-30A3-4F7C-B4BF-F214FA7BF8E3.JPG

Alex Wu

Consultant

IMG-1322.jpg

Kevin Wu

Consultant

photo_2022-12-23_21-03-55.jpg

Laura Mak

Senior Consultant

bottom of page