Sunwoo Group Inc. — Accounting • Tax • Financial Planning • Investment Advisory • Business Valuation
SW CPA INC. is a CPA firm registered with the California Board of Accountancy.
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Business Management ServicesStable financial operations and structured management systems are essential for a growing business.
Managing a company goes far beyond simple accounting. Cash flow, cost structure, internal controls, reporting, decision-making,
and communication with the head office must all operate in sync for an organization to grow efficiently and sustainably.
SW CPA provides full-cycle management and financial operation support based on CPA + MBA expertise and more than 17 years of hands-on accounting
and finance leadership experience, including serving as a finance manager at a large multinational company.
Who We Serve-
01Small and mid-sized businesses
that need a CFO but cannot hire
one full-time -
02Korean headquarters (HQ)
operating U.S. subsidiaries -
03Early-stage companies
without accounting/finance
team management experience -
04Organizations lacking
internal controls, approval matrices,
or reporting systems -
05Companies needing cost control,
profitability improvement,
and cash-flow stabilization -
06Businesses struggling
with monthly close
and internal reporting -
07Companies preparing for investment,
lending, audit, or corporate
compliance requirements
Our Core Services-
Fractional / Part-Time CFO ServicesFinancial OversightStrategic AdvisoryExternal Relations
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Accounting & Finance Team LeadershipAccounting SystemsInternal ControlsTeam Leadership & Training
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Korea HQ – U.S. Subsidiary SupportHQ ReportingIntercompany ManagementOperational Alignment
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Management & Operational AdvisoryProcess OptimizationHR & Corporate AdministrationManagement Support
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Reporting Systems & Internal ControlsReporting StructureDocument WorkflowInternal Controls
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Fractional / Part-Time CFO ServicesA service model that allows you to receive the full benefits of a professional CFO without hiring one in-house, using support only when needed.Financial OversightMonthly / quarterly financial management (Review & Monitoring)Cash flow and treasury oversight (Cash Flow Control)Cost control and profitability enhancement (P&L Optimization)Strategic AdvisoryExecutive-level financial briefings (Executive Reporting)Investment, lending, and capital structure advisory (Capital Strategy)KPI development and financial target planning (Performance Targets)External RelationsBank and investor communication (Bank/Investor Relations)Audit preparation and support (Audit Support)Policy and financial governance setup (Financial Policy Setup)
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Accounting & Finance Team LeadershipWe design and lead a structure that ensures your accounting and finance team operates accurately, efficiently, and consistently.Accounting SystemsAccounting system setup (QuickBooks / ERP Migration)Month-end / year-end closing proceduresGAAP-based financial reporting structureInternal ControlsInternal control design (Segregation of Duties)Document and approval workflow setupExpense and accounting policy developmentTeam Leadership & TrainingStaff training and developmentSOP creation and workflow standardizationOperational efficiency improvements across the finance team
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Korea HQ – U.S. Subsidiary SupportA specialized service designed for Korean headquarters operating U.S. subsidiaries, providing complete support for reporting, accounting, approval policies, and communication.HQ ReportingConsolidation package preparationIFRS / K-GAAP compliant reportingMonthly and quarterly HQ reporting packagesIntercompany ManagementIntercompany reconciliation and settlementBasic transfer pricing supportCommunication support for HQ accounting teamsOperational AlignmentApproval matrix design and local implementationData and document request fulfillmentCross-border operational coordination between HQ and subsidiary
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Management & Operational AdvisoryPractical, execution-focused advisory to enhance overall business efficiency.Process OptimizationWorkflow improvement across operationsCost structure assessmentElimination of operational inefficienciesHR & Corporate AdministrationPayroll and HR advisoryCorporate compliance and administrative guidanceVendor and contract management supportManagement SupportExecutive decision-support materialsRisk management strategyOrganizational and operational guidance
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Reporting Systems & Internal ControlsWe design a structure that ensures financial information flows accurately and consistently throughout the organization—from reporting to approval workflows and internal controls—allowing your company to operate with stability and transparency.Reporting StructureMonthly and quarterly management reportsKPI dashboard designAnalysis templates and performance review frameworksDocument WorkflowApproval flow setupAutomation of process stepsStandardized document and reporting formatsInternal ControlsInternal control framework designSegregation of duties and authority structureSOP and policy / procedure manual creation
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Why Choose SW CPA
for Business Management? -

- Unique combination of CPA + MBA + CFA Program Level III Candidate + CFO experience

- Comprehensive support across accounting, finance, strategy, operations, and HQ coordination

- Experience across diverse industries: startups, professional services, e-commerce, manufacturing, retail, multi-location businesses, and more

- Deep expertise in Korea HQ – U.S. subsidiary structures

- Precision of a CPA combined with the practicality of an operating manager

- Flexible CFO model that adapts to your needs and budget

- Work approach that functions not as an outside consultant, but as a true internal team leader

- Direct experience serving as a U.S. subsidiary finance manager/CFO for Korean companies
Process-
STEP . 1Initial ConsultationIdentify business status,
challenges, and objectives. -
STEP . 2Review & DiagnosisAnalyze financials,
operations, reporting,
and organizational structure. -
STEP . 3Strategy & PrioritizationDefine CFO/management
goals and scope of work. -
STEP . 4ImplementationExecute financial management,
team leadership,
approval policies,
and HQ communication. -
STEP . 5Ongoing Support & OptimizationRegular reviews,
reporting updates,
and continuous improvements.
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