Financial Services for Growing Companies: Built to Scale With You
We provide comprehensive financial services for growing companies—including fractional CFO, FP&A, and accounting. Our financial services for growing companies are designed to bring clarity, structure, and growth to your business at every stage.
Ongoing Finance Leadership
- (Accounting & Bookkeeping)
- (Financial Planning & Analysis (FP&A)
- (Fractional CFO Services)
Accounting & Bookkeeping
We manage the full accounting cycle — monthly close, reconciliations, bill pay, invoicing, payroll, and daily bookkeeping. Our approach goes beyond compliance. We deliver clean, audit-ready financials, streamline workflows, and ensure reporting reflects your business’s true financial health. Every account is reviewed with consistency and precision.
- Monthly close and reconciliations
- Audit-ready documentation
- Bill pay, invoicing, payroll
- Proactive Communication
- Ongoing support and financial hygiene
Financial Planning & Analysis (FP&A)
We transform your data into decisions.
Our FP&A services help you forecast growth, understand margins, and plan strategically. From dynamic models and budgets to KPI dashboards and scenario planning, we equip you to lead with insight—not just hindsight.
- Budgeting and forecasting
- KPI tracking and dashboards
- Cash flow modeling and runway analysis
- Variance reporting (budget vs. actual)
- Scenario analysis (hiring, pricing, expansion)
Fractional CFO Services
Executive-level financial leadership without the full-time cost.
We embed 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.
- Strategic financial oversight
- Capital raise prep and financial narrative
- Cash flow strategy and treasury management
- Cross-functional guidance (Ops, HR, Tech, etc.)
- Board and investor communications
Specialized Projects & Support
- M&A, fundraising, restructuring
- System setup and automation
- Compliance, valuation, strategy
Financial Modeling & Valuation
Turn strategy into numbers.
Whether you’re raising capital or planning M&A, we build detailed, dynamic, and investor-ready models.
- Custom 3-statement models
- Scenario planning and sensitivity analysis
- Bottoms-up revenue and cost builds
- Fundraising and investor support
- Valuation modeling
Financial Systems Implementation
Modernize your finance stack.
From spreadsheets to scalable systems, we help you automate, integrate, and grow.
- Tech stack recommendations
- Setup: accounting, payroll, bill pay systems
- Dashboard and reporting automation
- SOP creation and team training
- System integrations
Pitch Deck Creation
Your story, backed by numbers.
We craft investor-ready decks that are clear, compelling, and financially aligned.
- Full deck creation or refinement
- Market size, traction, and metrics support
- Narrative development and storytelling
- Optional model + deck pairing for fundraises
- Financial slide design
Fractional CFO Services
Let’s talk about how DMW Advisory can support your next chapter.
Strategic Finance
You didn’t start your business to get lost in spreadsheets or second-guess your financials.
Financial Modeling & Forecasting
We use financial modeling to set goals, guide strategy, and anticipate market shifts.
Scalable Solutions
We build infrastructure that grows with you, not around you.
Proactive Communication
You’ll always know where things stand — no surprises.
Data-Driven Decisions
From cashflow to capital allocation, every choice is backed by sharp analysis and real benchmarks.
Controller & Accounting
You didn’t start your business to get lost in spreadsheets or second-guess your financials.
Accounting & Bookkeeping
We use comprehensive financial modeling to create dynamic forecasts and scenarios that guide strategy, align with your goals, and anticipate market shifts.
Financial Planning & Analysis (FP&A)
We create strategic budgets to maximize growth and profitability, backed by variance analysis and KPI development to track performance and optimize decisions.
Variance Analysis & KPI Development
We analyze variances to spot gaps in revenue and expenses, and build KPIs and dashboards to track performance and ensure financial health.
Fractional CFO Services
You didn’t start your business to get lost in spreadsheets or second-guess your financials.
Financial Modeling &
Forecasting
Strategic Financial Partnership: We work closely with your leadership team to align your financial strategy with your business objectives, driving growth, profitability, and long-term sustainability.
Strategic Financial
Partnership:
Strategic Financial Partnership: We work closely with your leadership team to align your financial strategy with your business objectives, driving growth, profitability, and long-term sustainability.
Strategic Financial
Partnership:
Strategic Financial Partnership: We work closely with your leadership team to align your financial strategy with your business objectives, driving growth, profitability, and long-term sustainability.