About Us
DMW Advisory is a fractional CFO firm that helps businesses boost financial performance through strategic planning, resource optimization, and innovative solutions. As a fractional CFO firm, we guide clients through complex challenges to drive sustainable growth and profitability.
Our Fractional CFO Firm Team
A team of finance and operations experts, we bring deep industry knowledge and hands-on experience to help businesses build smarter, scalable financial foundations.
Di Mike Wang, CFA, FMVA
Mike is a fractional CFO who combines over a decade of Wall Street experience at Morgan Stanley and Wells Fargo with AI-powered financial operations. He has built and led finance functions for companies ranging from $5M to $50M in revenue and uses AI tools to deliver the speed and depth of a full finance team at a fraction of the cost. The financial model that used to take an analyst 20 hours takes his team 2. That means more time on judgment, strategy, and the decisions that actually move a business forward.
Mike holds a Master of Business Administration (MBA) from the University of Southern California. He is also a CFA® Charterholder and a certified Financial Modeling & Valuation Analyst (FMVA)™.
Depth of
Expertise
We operate a flexible bench of senior finance professionals, staffed to your needs Not every engagement uses every role, and specialists are added as required.
Controllers
- Senior operators who own the close and the integrity of your numbers.
- Backgrounds include multi-entity consolidations, GAAP/ASC 606, policy design, audit coordination, and process controls.
- Expect disciplined month-end routines, clean reconciliations, and audit-ready financials.
- Credentials on the bench: CPA
Senior Accountants / Bookkeepers
- Hands-on execution across AP/AR, payroll, invoicing, expense management, and bill pay with tight integration to your GL and banking.
- Skilled in workflow design, accruals, prepaids, fixed assets, and error reduction through automation.
- Credentials on the bench: CPA, QuickBooks/ERP certifications
FP&A Managers & Analysts
- Strategic planners who turn data into decisions.
- Experience in forecasting, budgets, cash runway, unit economics, cohort analysis, KPI dashboards, and monthly variance reviews.
- Comfortable presenting to leadership and boards.
- Credentials on the bench: CFA®, FMVA®, MBA
Financial Modeling & Valuation Experts
- Modelers with investment banking / corporate development / PE-style rigor.
- Build 3-statement models, fundraising cases, sensitivities, scenario trees, and valuation work (DCF, comps, transaction analyses).
- Credentials on the bench: CFA®, FMVA®, MBA
Tax & Audit
Specialists
- Advisors who reduce risk and keep you compliant.
- Experience with federal/state filings, multi-state/SaaS nexus, R&D credits, sales/use tax, revenue recognition support, and full audit prep packages.
- Credentials on the bench: CPA, former Big Four/Public
Bench Strength (at a glance)
- 50+ years of combined experience across corporate finance, audit, FP&A, and accounting
- Backgrounds at investment banks, investment firms, and high-growth operators
- Credentials across CFA®, CPA, FMVA®, MBA
- Tooling coverage: accounting & finance systems, payroll, bill pay, invoicing, and dashboard automation
Our Mission
Our mission is to provide businesses with expert financial leadership and data-driven insights that drive profitability, sustainable growth, and long-term success
Our Vision
Our vision is to be the leading strategic financial advisor, empowering businesses achieve sustainable growth and long-term success through innovative leadership and lasting partnerships
Proven Financial Expertise
With 50+ years of combined experience in FP&A, M&A, private equity, accounting, and audit, our team delivers holistic financial insight and operational precision—supporting your business through growth, transactions, and beyond.
Diverse Perspectives,
Stronger Outcomes
Our diverse team brings varied cultural, gender, and professional backgrounds—enhancing empathy, creativity, and strategic thinking to deliver human-centered solutions tailored to your business.
Embedded Financial Partnership
We integrate deeply with your organization, taking the time to fully understand your company, employees, customers, and industry. Acting as an extension of your team, we collaborate closely across departments to align financial strategy with day-to-day operations and long-term goals. Our hands-on approach ensures your financial objectives are met while building a foundation for sustainable growth and lasting success.