Frequently Asked Questions

We work with companies doing $5M to $100M in revenue. Our clients range from eCommerce and DTC brands to professional services and SaaS companies. If you have outgrown your bookkeeper but are not ready for a full-time CFO, we are the right fit.

You get a dedicated senior financial leader who knows your business inside and out. While your CFO serves a small portfolio of clients, they are fully embedded in your operations — attending your leadership meetings, knowing your numbers cold, and being available when you need them. This is not a call-center model.

Absolutely. Fractional means flexible. Many clients start with core bookkeeping and reporting, then add FP&A and strategic CFO services as they grow. If your needs change — whether scaling up for a fundraise or streamlining during a slow quarter — we adjust the engagement to match. No long-term lock-in.

We charge a fixed monthly fee, presented upfront. No hourly billing, no surprise invoices. Pricing ranges from $2,500 to $6,500 per month depending on scope. You know exactly what you pay before we start.

Every engagement includes accounting and bookkeeping (close process, reconciliations, bill pay), FP&A (forecasting, budgeting, variance analysis), and fractional CFO services (strategy, capital allocation, board reporting). You also get access to DMW FinTel, our proprietary AI platform that automates reporting and forecasting.

Yes — we complement your tax team, not replace them. We handle day-to-day accounting, financial reporting, and strategic finance. Your CPA or tax preparer focuses on tax strategy and compliance. We coordinate directly with them to ensure a smooth handoff at tax time and alignment on entity structure, depreciation, and planning decisions.

Most engagements begin within one to two weeks of our initial discovery call. We start with a financial diagnostic to understand your current systems, then deliver a tailored roadmap within the first 30 days.

Onboarding takes two to four weeks. Week one: we audit your current books, systems, and processes. Week two: we clean up historical data and set up integrations. Weeks three and four: we establish reporting cadences, build your first forecast, and align on KPIs. By day 30, you have a fully functioning finance function.

We make it seamless. We request read-only access to your accounting files, conduct a thorough diagnostic, and document every process before making any changes. If you have an existing bookkeeper, we can work alongside them during a transition period or take over entirely — whichever serves you best. There is no disruption to your operations.

Our core verticals are eCommerce and DTC brands, professional services firms, and SaaS companies. We also serve manufacturing, healthcare services, and consumer products businesses. If your company does $5M to $100M in revenue and needs senior financial leadership, we likely have direct experience in your space.

Yes. While we are headquartered in Newport Beach, CA, we serve clients across the United States. Our entire delivery model is built for remote collaboration — cloud-based accounting, virtual meetings, and real-time reporting through DMW FinTel. Geography is not a barrier.

Yes. We prepare investor-ready financial packages including historical statements, three-statement models, and key metric dashboards. We help you determine how much to raise, structure the ask, and present your numbers with confidence. For debt financing, we work directly with lenders to provide the reporting and covenant compliance they require.

We are platform-agnostic but have deep expertise in QuickBooks Online, NetSuite, Sage Intacct, and Xero. We also integrate with best-in-class tools for bill pay (Bill.com, Ramp), expense management (Brex, Expensify), and payroll (Gusto, Rippling). If you are on a legacy system, we can manage the migration to a modern stack.

FinTel is our proprietary AI layer that sits on top of your accounting data. It automates monthly reporting, flags anomalies before they become problems, and generates real-time dashboards so you always know your numbers. Think of it as the technology backbone that lets your fractional CFO deliver big-firm insights at a fraction of the cost. Every client gets access included in their engagement.