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Financial Infrastructure Assessment
A focused diagnostic of your financial operations, so you know exactly what’s working, what’s not, and what to fix first.
Scaling fast? Your finance function probably isn’t keeping up.
Most companies between $3M and $100M 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:
- Dashboards and reports that are overwhelming but not actually useful
- No visibility into profitability by client, project, or team member
- Manual tracking in spreadsheets that should be automated
- A finance tech stack that’s been stitched together instead of intentionally built
- A bookkeeper or finance team that hasn’t evolved with your growth
If any of this sounds familiar, you don’t need more spreadsheets. You need a clear diagnosis.
What You Get
A concise, actionable assessment, not a 40-page report.
Books & Data Quality Review
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?
⚙️ Finance Tech Stack Evaluation
Payroll, accounts payable, accounts receivable, invoicing, CRM, and integrations. We identify what’s working, what’s redundant, and what’s missing.
Cost Attribution & Unit Economics
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.
Current Reporting Assessment
We evaluate your existing dashboards, financial models, and reporting. Is it decision-ready for a CEO, or built for an accountant?
Prioritized Recommendations
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.
How It Works
Access & Intake
We request access to your accounting platform, current reports, and relevant tools. Plus a short intake call with your team.
Diagnostic Review
Over 5-7 business days, we conduct a thorough review of your financial infrastructure, books, systems, reporting, and cost structure.
Summary & Recommendations
You receive a concise executive summary and a walkthrough call. We present findings, answer questions, and outline next steps.
$2,500
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.
Who This Is For
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.
Ready to see where you stand?
Book a free 15-minute call to discuss whether the assessment is right for your business.