DMW AdvisoryFractional CFO services

Fractional CFO · $5M–$100M companies

Budgeting & accountability

A budget your team owns, and a monthly look at how it’s going.

Most budgets are built once and forgotten by spring. We build the budget with the people who spend it, review budget vs. actual every month and roll the forecast forward, so the plan stays a management tool.

Led by Di Mike Wang, CFA®, FMVA®, MBA (USC Marshall), trained at Morgan Stanley and Wells Fargo, with 15 years in finance.

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$5M–$100Mrevenue-stage focus
CFA® · FMVA® · MBAsenior judgment on every engagement
Flat monthly feescoped to your needs

dmwfinancialpartners.com is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.

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How it works

Keep the plan honest all year

A budget built with its owners

Department budgets set with the managers who spend them and tied to the company plan.

Monthly budget vs. actual

Variance reporting that explains each material gap and names who owns the fix.

Rolling forecasts and KPIs

The forecast updated as the year unfolds, with the few KPIs that show whether you’re on track.

Signs the plan has stopped working

  • The budget is a spreadsheet nobody opens after January.
  • Overspending shows up at year-end, not when it happens.
  • Managers don’t know their numbers or their targets.
  • Leadership meetings debate what the numbers are, not what to do about them.

How it starts

  1. Free callA conversation about where the business is today and what it needs next.
  2. Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
  3. Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.

Questions

What’s the difference between a budget and a forecast?

A budget is the plan you commit to for the year. A forecast is your best current estimate of where you’ll land. You need both; the gap between them is where decisions get made.

How often should we review budget vs. actual?

Monthly, shortly after the books close, with each owner explaining material variances and what they’ll do about them.

How does it start?

With a free call. Most engagements begin within one to two weeks of it, start with a financial diagnostic, and deliver a tailored roadmap within the first 30 days.

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Services, pricing, case studies and booking are on the firm’s website.

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