DMW AdvisoryFractional CFO services

Fractional CFO · $5M–$100M companies

Fractional CFO services

Wall Street-caliber finance leadership for operators.

Fractional CFO, FP&A and accounting services for founders and operators who need financial clarity without hiring a full-time CFO.

Led by Di Mike Wang, CFA®, FMVA®, MBA (USC Marshall), trained at Morgan Stanley and Wells Fargo, with 15 years in finance.

$5M–$100Mrevenue-stage focus
CFA® · FMVA® · MBAsenior judgment on every engagement
Flat monthly feescoped to your needs

dmwadvisory.co is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.

Official DMW Advisory domain

Overview

Finance that becomes a competitive advantage.

Financial clarity

Clean reporting, KPI visibility, cash planning and forecasts leadership can use.

Strategic finance lens

Decision support for hiring, pricing, runway, fundraising and growth planning.

Execution partner

Systems implementation, reporting improvements and hands-on finance discipline.

Signs it is time

  • You’ve outgrown your bookkeeper but you’re not ready for a $200K-plus-equity full-time CFO.
  • Hiring, pricing or financing decisions are made without a forecast.
  • Cash feels tighter the bigger you get.
  • A lender, investor or board is asking for numbers you don’t have.

How it starts

  1. Free callA conversation about where the business is today and what it needs next.
  2. Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
  3. Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.

Questions

What does DMW Advisory do?

Accounting and bookkeeping, financial planning and analysis (FP&A), and fractional CFO services for companies with $5M to $100M in revenue, plus projects such as fundraising readiness, financial systems and modeling.

What does it cost?

Engagements are flat monthly fees scoped to your needs. Current plans and prices are on the pricing page at dmwadvisory.com/pricing.

How does it start?

With a free call. Most engagements begin within one to two weeks of it, start with a financial diagnostic, and deliver a tailored roadmap within the first 30 days.

Continue to dmwadvisory.com

Services, pricing, case studies and booking are on the firm’s website.