Fractional CFO Services in Newport Beach, CA
DMW Advisory provides fractional CFO services to growing companies in Newport Beach, California. Founded by Di Mike Wang, CFA (a USC Marshall MBA with prior experience at Morgan Stanley and Wells Fargo), we bring Wall Street-caliber financial leadership to Orange County businesses doing $5M to $100M in revenue.
Why Newport Beach Companies Choose DMW Advisory
Newport Beach is home to some of Southern California most ambitious founders, private equity firms, and growth-stage companies. These businesses need financial leadership that matches their ambition, but hiring a full-time CFO at $200K plus equity rarely makes sense until you are preparing for an IPO or your financial complexity requires a dedicated in-house team.
That is where DMW Advisory comes in. We provide executive-level financial leadership on a fractional basis, powered by AI tools that deliver the speed and depth of a full finance team at a fraction of the cost.
Our Newport Beach Services
- Fractional CFO Services: Strategic financial oversight, capital raise prep, board communications
- FP&A: Budgets, forecasts, KPI dashboards, scenario planning
- Accounting & Bookkeeping: Audit-ready financials, month-end close, reconciliations
- Cash Flow Management: 13-week forecasts, runway analysis, working capital optimization
- Fundraising & Investor Readiness: Data room prep, financial models, pitch decks
Industries We Serve in Orange County
- SaaS & Technology
- E-Commerce & DTC
- Healthcare & Digital Health
- Professional Services & Agencies
- Manufacturing & Supply Chain
- Clean Energy & Climate Tech
- Fintech & Financial Services
What Makes Us Different
- AI-powered delivery: We use AI tools for financial modeling, data analysis, and reporting
- Wall Street pedigree: Morgan Stanley and Wells Fargo experience
- Stage-appropriate: Everything scales to your revenue and complexity
- Fixed pricing: No surprises, no hourly billing
Ready to stop guessing about your finances? Book a free consultation to discuss how DMW Advisory can help your Newport Beach business scale with confidence.