# DMW Advisory — Full Context

## About

DMW Advisory is a fractional CFO firm based in Newport Beach, California, founded by Di Mike Wang. We provide Wall Street-caliber financial leadership to growing companies doing $5M–$50M in revenue, powered by AI tools that deliver the speed and depth of a full finance team at a fraction of the cost.

Our founder holds a CFA charter and MBA from USC Marshall, with prior experience at Morgan Stanley and Wells Fargo.

## What Makes Us Different

- AI-powered delivery: We use AI tools for financial modeling, data analysis, and reporting — giving you the output quality of a full finance team without the overhead
- Stage-appropriate: Everything we build scales to your stage. A $5M SaaS company doesn't need the same infrastructure as a $40M manufacturer
- Operator-first: We think like operators, not auditors. Every deliverable is built for decision-making, not compliance

## Services — Detailed

### Fractional CFO Services
Executive-level financial leadership for companies that have outgrown their bookkeeper but aren't ready for a $250K in-house CFO. Includes capital allocation decisions, fundraising readiness, board reporting, strategic planning, and financial oversight. Custom pricing.

### Financial Planning & Analysis (FP&A)
Budgets, rolling forecasts, cash flow modeling, KPI dashboards, and scenario planning. We build the financial infrastructure that lets you make confident decisions about hiring, spending, and growth. Starting at $1,750/mo.

### Accounting & Bookkeeping
Audit-ready financials, month-end close, reconciliations, payroll, and bill pay. We handle the accounting so you can focus on running the business. Starting at $950/mo.

### Bookkeeping Cleanup & Catch-Up
Fix months or years of messy books, reconcile accounts, and get audit-ready financials. Whether you're 3 months or 3 years behind, we scope the work and get you current.

### Cash Flow Management
Cash flow forecasting, runway analysis, working capital optimization, and liquidity planning. We build 13-week rolling forecasts and collections processes so you never run out of cash by surprise.

### KPI Dashboards & Financial Reporting
We identify the 3–5 metrics that actually drive your business and build dashboards around them. Not more data — the right data, refreshed reliably.

### Business Financing & Debt Advisory
SBA loans, venture debt, lines of credit, and equipment financing advisory. We help you evaluate options, prepare applications, and negotiate terms.

### Financial Turnaround & Restructuring
For companies in financial distress. We stabilize cash, restructure operations, and build a path back to profitability.

### Profitability & Margin Improvement
Find where margin is leaking and fix it. Pricing strategy, cost structure optimization, product mix analysis, and operational efficiency.

### Fundraising & Investor Readiness
Get your financials, model, and data room investor-ready so due diligence doesn't kill your round. We prep everything investors expect to see.

### Board Reporting & Board Deck Preparation
Board decks and reporting packages that show you know your numbers. We build the deck and the monthly process behind it so board prep isn't a fire drill.

### Financial Modeling & Valuation
Custom financial models for fundraising, scenario planning, and valuation. Built for the audience — whether that's investors, lenders, or internal decisions.

### Financial Systems Implementation
ERP, payroll, and dashboard setup for scalable operations. We help you pick and implement the right tools for your stage.

### Pitch Deck Creation
Investor-ready pitch decks that combine storytelling with financial rigor. Not just slides — a narrative backed by numbers.

## Industries Served

- SaaS & Technology
- E-Commerce & DTC
- Education Technology
- Healthcare & Digital Health
- Professional Services & Agencies
- Nonprofit & Mission-Driven
- Manufacturing & Supply Chain
- Clean Energy & Climate Tech
- Fintech & Financial Services
- Food & Beverage / CPG

## Pricing

- Accounting & Bookkeeping: Starting at $950/mo
- FP&A: Starting at $1,750/mo
- Fractional CFO: Custom pricing
- Project-based work: Scoped individually

## Contact

- Website: https://dmwadvisory.com
- Phone: 949-244-5667
- Consultation: https://app.usemotion.com/meet/di-mike-wang/Consult
- Location: Newport Beach, California