A focused diagnostic of your financial operations — so you know exactly what’s working, what’s not, and what to fix first.
Most companies between $3M and $50M in revenue hit the same wall: the business has outgrown its financial infrastructure, but nobody’s told you exactly where the gaps are — or what to do about them.
You might be dealing with:
If any of this sounds familiar, you don’t need more spreadsheets. You need a clear diagnosis.
A concise, actionable assessment — not a 40-page report.
We review your chart of accounts, general ledger, and monthly close process. Are your books structured to give you the visibility you need — or just to stay compliant?
Payroll, accounts payable, accounts receivable, invoicing, CRM, and integrations. We identify what’s working, what’s redundant, and what’s missing.
Can you see profitability by client? By team member? By service line? If not, we map exactly what needs to change in your data collection to get there.
We evaluate your existing dashboards, financial models, and reporting. Is it decision-ready for a CEO — or built for an accountant?
You receive an executive summary with a clear, ranked action plan. What to fix first, what tools to implement, and how to structure your finance function for the next stage of growth.
We request access to your accounting platform, current reports, and relevant tools. Plus a short intake call with your team.
Over 5–7 business days, we conduct a thorough review of your financial infrastructure — books, systems, reporting, and cost structure.
You receive a concise executive summary and a walkthrough call. We present findings, answer questions, and outline next steps.
Flat fee. No surprises.
Includes full diagnostic, written executive summary, and a recommendations call. If you engage DMW Advisory for ongoing services, the $2,500 is credited toward your first month’s retainer.
CEOs and founders who want financial clarity but don’t want to learn accounting.
Companies that recently hired a finance team and want an independent second opinion on the setup.
Businesses scaling quickly — headcount, revenue, or both — that have outgrown their current financial infrastructure.
Organizations evaluating a fractional CFO and want to start with a focused engagement before committing to a retainer.
Book a free 15-minute call to discuss whether the assessment is right for your business.
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