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. We also help with business financing and debt advisory and financial turnaround and restructuring.
We also help with board reporting and deck preparation. Based in Newport Beach, we serve companies across Orange County and the United States.
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.
Your First 90 Days
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.
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 the end of onboarding, with timely access to your books and systems, you have clean historical data, a reporting cadence, a first forecast and agreed KPIs.
Days 31 to 90: we work through the goals in your roadmap systematically, prove out the new systems, processes, analytics and reporting in day-to-day use, and demonstrate initial financial results: higher margins, stronger free cash flow, higher revenue, a firmer financial footing, or a combination of these.
Fractional CFO services range from $4,000 to $6,500 per month depending on scope, as a fixed monthly fee presented upfront. Details are on our pricing page.
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.
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Financial Modeling & Valuation
We build scalable finance systems that streamline operations, automate workflows, and deliver insights through custom dashboards.
Get in Touch
Are you ready to take your business to the next level?