Fractional CFO Services


Fractional CFO Services: Executive-Level Leadership Without the Full-Time Cost
We partner with your leadership team to provide strategic insight, capital allocation guidance, and high-level oversight. Whether you’re preparing to raise capital, scaling, or optimizing unit economics, we serve as your financial thought partner.
What We Provide:
Strategic financial oversight
Strategic financial oversight to align your finances with long-term goals.
Capital raise prep and financial narrative
Capital raise prep and financial narrative to showcase value and attract investors.
Cash flow strategy and treasury management
Cash flow strategy and treasury management to optimize liquidity and stability.
Cross-functional guidance
Cross-functional guidance across Ops, HR, Tech, and more to align finance with every part of the business.
Board and investor communications
Board and investor communications that deliver clarity, confidence, and trust.
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
Do you really need class tracking, departments,...

Accounting vs. FP&A: What You Need, When You Need It
Many founders treat these as interchangeable—but they...

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
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