Fractional CFO Services in Orange County
DMW Advisory provides fractional CFO, FP&A, and accounting services to growing companies across Orange County, California. Based in Newport Beach, we serve founders, CEOs, and operators in Irvine, Costa Mesa, Anaheim, Santa Ana, Huntington Beach, Laguna Beach, and surrounding communities.
Orange County Fractional CFO for Growing Companies
Orange County is one of the fastest-growing business hubs in the United States, with thousands of companies in SaaS, healthcare, e-commerce, professional services, and manufacturing crossing the $5M revenue threshold every year. These companies need CFO-level financial leadership, but most cannot justify a $200K plus equity full-time hire.
DMW Advisory fills that gap. We provide Wall Street-caliber financial leadership powered by AI tools, giving your company the speed and depth of a full finance team at a fraction of the cost.
Cities We Serve in Orange County
We work with companies throughout Orange County including Newport Beach, Irvine, Costa Mesa, Anaheim, Santa Ana, Huntington Beach, Laguna Beach, Mission Viejo, Fullerton, Orange, Tustin, Lake Forest, Aliso Viejo, San Juan Capistrano, Dana Point, and San Clemente.
Our Services
- Fractional CFO Services: Executive-level financial leadership
- FP&A: Budgets, forecasts, KPI dashboards
- Accounting & Bookkeeping: Full-service accounting cycle
- Cash Flow Management: 13-week forecasts, runway analysis
- Bookkeeping Cleanup: Fix months or years of messy books
- Financial Turnaround: Stabilize distressed companies
- Fundraising Readiness: Investor-ready financials and data rooms
Why DMW Advisory?
- AI-powered delivery: AI tools for modeling, analysis, and reporting
- Wall Street pedigree: Founder from Morgan Stanley and Wells Fargo
- CFA + MBA: Di Mike Wang holds a CFA charter and MBA from USC Marshall
- Fixed monthly pricing: No hourly billing, no surprises
- $5M-$100M focus: Purpose-built for your revenue range
Serving Orange County businesses from our Newport Beach office. Book a free consultation to discuss your financial leadership needs.