Financial Modeling & Valuation
Financial Modeling Services: From Strategy to Clarity
We translate your vision into dynamic models that connect performance, risk, and valuation—so every decision is grounded in data.
What We Provide:
Custom 3-statement models
Custom 3-statement models that connect your P&L, balance sheet, and cash flow for smarter decisions.
Scenario planning and sensitivity analysis
Bottoms-up revenue and cost builds
Fundraising and investor support
Valuation
modeling
Valuation modeling to define your company’s worth with clarity and precision.
More Strategic Than Bookkeepers. More Scalable Than In-House
Our model is built for founders who want high-touch, long-term support—from early growth through exit. We deliver full-service accounting, FP&A, and strategic CFO guidance without the cost of an in-house team.
Cheap Bookkeeping Firms & Freelancers
Good for sole proprietors or small businesses with simple needs and minimal financial complexity.
DMW Advisory
Built for growing businesses that need proactive, strategic finance guidance. We bring full-stack support—bookkeeping, forecasting, dashboards, and CFO insight—in one streamlined, high-touch package.
In-House Accounting & Finance Department
Best for large companies with thousands of employees and multi-entity complexity. High cost, but suitable for teams that require full-time, embedded finance personnel.
Insights
At DMW Advisory, we track emerging trends and deliver insights to help clients navigate the evolving financial landscape and stay competitive.
Simple or Detailed? How to Right-Size Your Financial Systems for Your Stage
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Accounting vs. FP&A: What You Need, When You Need It
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Top-Down vs. Bottoms-Up vs. Historical Trends: Which Financial Planning Approach Drives Better Decisions?
Ask any founder or CFO how to...
Get in Touch
Are you ready to take your business to the next level?