A forward view
Rolling forecasts and a 13-week cash view, so decisions rest on where the business is going, not only on last month’s close.
Fractional CFO · $5M–$100M companies
Beyond bookkeeping
Your books are done. Who is running the numbers?
A good bookkeeper records what happened. A fractional CFO works on what happens next: forecasts, cash strategy, pricing and hiring decisions, and reporting your board and lenders can use. DMW Advisory works alongside your bookkeeper or accounting firm.
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
dmwadvisoryteam.com is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.
Official DMW Advisory domainWhat changes
What a CFO adds on top of clean books
Decisions with numbers behind them
Hiring, pricing, financing and growth plans modeled before you commit, with the trade-offs spelled out.
Reporting leadership can use
KPIs, budget vs. actual and board or investor updates, built on the books your team already keeps.
Signs you need more than bookkeeping
- Monthly financials arrive, but nobody turns them into decisions.
- A lender, investor or board asked for a forecast you don’t have.
- Cash feels tighter the bigger you get.
- You’ve outgrown your bookkeeper but you’re not ready for a $200K-plus-equity full-time CFO.
How it starts
- Free callA conversation about where the business is today and what it needs next.
- Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
- Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.
Questions
Do we have to replace our bookkeeper?
No. We work with your existing bookkeeper or accounting firm and add the forecasting, reporting and strategy layer on top of their work. If the books need cleanup first, we tell you up front.
What does a fractional CFO do that a bookkeeper doesn’t?
Bookkeeping records and reconciles the past. A fractional CFO plans ahead: cash strategy and treasury, forecasts, capital and financing decisions, and board and investor communication.
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.