AI-Powered Fractional CFO Services for Growing Companies
Wall Street experience. AI-powered delivery. We bring the financial judgment of Morgan Stanley and Wells Fargo to companies doing $5M to $50M with AI tools that let us operate at the speed and depth of a full finance team, at a fraction of the cost.
Built for companies doing $5M to $50M in revenue — founders, CEOs, and operators who have outgrown their bookkeeper but aren’t ready for a $250K CFO. We bring Wall Street-caliber financial leadership, powered by AI, at a fraction of the cost.
Trusted by mission-driven organizations and
high-growth companies
You didn’t start your business to get lost in
spreadsheets or second-guess your financials.
Growth Brings Financial Challenges — How Fractional CFO Services Help
Antiquated accounting and finance processes
that slow growth and introduce risk
Missing controls and unclear processes that
leave you exposed
Chaotic cashflow and no control over where
money is going
No confidence in the numbers, causing
hesitation or missteps
Even worse, many firms
settle for:
Bookkeepers who record history but don’t help
shape the future
Financial reports with no actionable insight
Decisions made without a strategic plan,
financial model, or benchmark to guide them
Expenses viewed as costs instead of
investments that demand ROI
Choosing the right
financial partner
Without financial clarity, strategic insight, and control, growth becomes guesswork. At DMW Advisory, we believe finance should be a competitive advantage — not a pain point.
Tailored Financial Strategy
No templates. Every recommendation is aligned to your specific goals and growth stage.
Proactive Communication
You’ll always know where things stand — no
surprises.
Scalable Solutions
We build infrastructure that grows with you, not around you.
Data-Driven Decisions
From cashflow to capital allocation, every choice is backed by sharp analysis and real benchmarks.
Clean Financials, Closed on Time
Accurate, timely books that give you confidence every month, without fail.
Deep Understanding of Your Business
We take the time to understand your business model, industry dynamics, and your team because context matters.
Decades of Experience. Top-Tier Credentials.
50+ years’ experience in finance, FP&A, audit, and accounting—plus leadership in high-growth firms and investment banks. CFA®, FMVA®, CPA, and MBA certified. We turn reactive companies into strategic, unstoppable ones.
Our Services
At DMW Advisory, we provide financial clarity, modern systems, and strategic guidance tailored to where your business is—and where it’s going. Our services are built to help you scale confidently, make smarter decisions, and stay ahead in a fast-moving environment.
Ongoing Finance Leadership
Accounting & Bookkeeping
Accurate, timely financials that give you confidence in your numbers. We handle the close process, reconciliations, bill pay, invoicing, payroll, and day-to-day bookkeeping—with a focus on consistency, quality, and on-time delivery.
Financial Planning & Analysis (FP&A)
From forecasting to cash flow and board reporting, we provide strategic financial leadership—without the full-time CFO cost. Gain the insights you need to make confident decisions.
Fractional CFO Services
Whether you’re a startup, a growing enterprise, or a well-established company, having access to top-tier financial leadership is essential. Our Fractional CFO service are designed
Specialized Projects & Support
Financial Modeling & Valuation
We build robust financial models that support fundraising, scenario planning, and strategic decision-making. Whether you're preparing for a capital raise or mapping out multi-year growth, we translate complexity into clarity.
Financial Systems Implementation
We build scalable finance systems—from accounting to payroll and expenses—streamlining operations with automation and custom dashboards that boost accuracy and speed decision-making.
Pitch Deck Creation
We craft compelling investor decks that align your financial story with your vision. From visuals to metrics, we combine strategic finance with storytelling to help you close deals.
Why DMW Advisory
Stands Apart
Fixed monthly pricing, presented up-front
Strategic finance lens—not just bookkeeping
Emphasis on AI and Automation
Hands-on partnership
Built for long-term partnership and scalability
Proactive guidance—not just historical reporting
Clear, predictable pricing with no surprise invoices
Guidance on business drivers, KPIs, and growth levers
AI-aided workflows and automation for faster, smarter insights
Embedded, proactive
collaboration
Scalable solutions that grow with your business
Regular insights, forecasting, and forward-looking analysis
Other Firms
Hourly rates, unpredictable and random bills
Focused only on historical bookkeeping, no strategic input
Manual processes, reactive
service
Disconnected vendor feel, slow to
respond
Short-term fixes with no long-term roadmap
Backward-looking reports with no actionable recommendations
Our Process
We take a structured, hands-on approach to deliver financial clarity, control, and strategy.
Discovery & Analysis
We take a structured, hands-on approach to deliver financial clarity, control, and strategy.
Strategy Development
We develop a custom financial strategy aligned with your goals covering cleanup, modeling, KPIs, and planning to drive clarity and growth.
Implementation
We don’t just plan—we execute. We work with your team to implement systems, improve reporting, boost cash flow, and train staff for real results.
Continuous Monitoring & Optimization
We continuously track performance and market shifts, delivering proactive insights to keep you ahead.
What to Expect
Our onboarding process is designed to be seamless and efficient, ensuring we understand your needs and set the foundation for a successful partnership.
Initial Discovery Call
We begin with a comprehensive discussion to understand your business, financial challenges, and immediate priorities.
Proposal & Engagement Letter
Based on our initial conversation, we provide a tailored proposal and engagement letter outlining our services and mutual expectations.
Financial Diagnostic & Data Collection
Upon agreement, we gather necessary financial data and access to relevant platforms to conduct a thorough diagnostic of your current financial operations.
Tailored Roadmap Delivery & Kick-Off Call
We present a customized onboarding roadmap detailing accounting cleanup, system integrations, financial modeling needs, and reporting timelines, followed by a kick-off call to initiate our collaboration.
Insights
At DMW Advisory, we track emerging trends and deliver insights to help clients navigate the evolving financial landscape and stay competitive.
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Testimonials
systems within our organization."
Get in Touch
Are you ready to take your business to the next level?