The right stack for your stage
Tech stack recommendations and setup for accounting, payroll and bill pay, sized for where you are and the next stage.
Fractional CFO · $5M–$100M companies
Finance systems & operations
A finance function that runs on systems, not spreadsheets.
We recommend and set up the right accounting, payroll and bill pay tools, connect them, automate the reporting and document the processes, so the close is faster and the numbers are trusted.
Led by Di Mike Wang, CFA®, FMVA®, MBA (USC Marshall), trained at Morgan Stanley and Wells Fargo, with 15 years in finance.
$5M–$100Mrevenue-stage focus
CFA® · FMVA® · MBAsenior judgment on every engagement
Flat monthly feescoped to your needs
dmwfinanceadvisors.com is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.
Official DMW Advisory domainWhat we set up
Modernize your finance stack
Integrations and automated reporting
Systems connected so data is entered once, with dashboards and reports that update without a weekend of spreadsheets.
SOPs, training and a monthly close
Documented processes, team training and a close calendar, so the books close on time every month.
Signs your systems are holding you back
- Month-end close takes weeks, not days.
- Reports are rebuilt by hand in spreadsheets every month.
- Your systems don’t talk to each other.
- Key finance knowledge lives in one person’s head.
How it starts
- Free callA conversation about where the business is today and what it needs next.
- Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
- Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.
Questions
Which accounting system should we use?
The one that fits your transaction volume, entities, inventory and reporting needs for the next stage, not only today. We recommend a stack, then set it up and connect it.
Do you implement ERP systems?
Yes, including the move from spreadsheets and entry-level tools to an ERP, with data cleanup, integrations and team training.
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.
Continue to dmwadvisory.com
Services, pricing, case studies and booking are on the firm’s website.