Advisory
Insight-Driven Advisory for Smarter Decisions
EXP Consulting provides a comprehensive suite of outsourced advisory services designed to strengthen financial decision-making, optimize operations, and support sustainable business growth. From CFO-level guidance to automation, ERP support, and legal advisory, we become your extended strategic team.
Our Advisory Services
Virtual CFO
Financial Strategy & FP&A
- Reporting by business line/location
- Budgeting & rolling forecasting
- Cost management & analysis
- Expense budgeting
- Budget consolidation
- Balance sheet analysis
Financial Operations & Controls
- Cash flow & working capital management
- Cash flow & working capital management
- Risk management & internal controls
- Setting up indirect tax allocation rules
- Financial reporting & performance dashboards
- Support for fundraising, M&A, and strategic initiatives
- Accounting oversight & process improvement
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- Cash flow & working capital management
- Cash flow & working capital management
- Risk management & internal controls
- Setting up indirect tax allocation rules
- Financial reporting & performance dashboards
- Support for fundraising, M&A, and strategic initiatives
- Accounting oversight & process improvement
Business Formation & Entity Setup
- Entity selection (LLC, Corporation, Partnership)
- Incorporation & state filings
- EIN acquisition & compliance setup
- Operating agreements & governance documentation
- Tax structure guidance
- Registered agent coordination
RPA Advisory for Accounting & Tax
- Strengthen controls through automated checks
- Improve cash flow with automated AP/AR processing
- Accelerate the financial close
- Reduce human error using AI validation
- Lower operational costs
- Increase scalability without added headcount
Technology & Process Transformation Advisory
What We Deliver
- Software feasibility assessment
- Implementation and maintenance support
- ERP implementation support (NetSuite, Oracle, SAP, QuickBooks,Xero etc.)
- Transformation projects — streamlining & standardizing processes
- Implementation of Lean Daily Management
- Automation of financial and operational workflows
- Change management support
Legal & Compliance Advisory
- Legal due diligence
- Drafting of basic contracts & agreements
- Compliance documentation support
- Assistance with regulatory review processes
- Implementation of Lean Daily Management
- Automation of financial and operational workflows
- Change management support
Maximizing Profitability With Strategic Virtual CFO Support
Our Virtual CFO offering gives companies the financial discipline, insight, and strategic direction of an experienced CFO — without the cost of hiring one full-time. Designed for growing businesses, startups, and global teams, our services bring clarity, control, and confidence to every financial decision.
Affordable Access to Senior Financial Expertise
Hiring a full-time CFO is not always practical. Our Virtual CFO model allows you to access the same depth of knowledge and leadership at a significantly lower cost. You pay only for the expertise you need, when you need it.
Deep Finance & Accounting Expertise
Our team brings years of experience across accounting, tax, reporting, compliance, and performance management. You get strategic guidance backed by strong technical understanding — helping you make decisions that protect margins, improve cash flow, and support long-term growth.
Flexible and Scalable Support Model
Every business requires a different level of financial oversight. We tailor our engagement to your needs — from monthly reviews to full FP&A ownership. As your business grows, we seamlessly scale our involvement without the pressure of long-term commitments.
Forward-Looking Strategic Planning
We help build a clear financial roadmap for your business. This includes budgeting, forecasting, scenario planning, cash-flow strategies, and proactive insights that keep you prepared for risks and positioned for opportunities. Our focus is simple: better decisions, stronger financial health, and sustainable growth.
Your Partner In Financial Clarity
Why Choose Us
We are in the business of driving your growth and improving your profitability. At EXP Consulting, we become your extended accounting department — a one-stop partner for everything from daily bookkeeping to tax compliance and financial reporting.
With us, you get top-tier expertise, faster turnaround, and complete peace of mind while you focus on expanding your business.
- 60+ years of combined leadership experience
- Global clients
- Dynamic team of highly skilled professionals
- Cost savings of up to 50%
- Data security
- Seamless onboarding and fast turnaround time
- Industry-leading accuracy and responsiveness
- End-to-end accounting and tax support
- 100% Data security
Precision You Can Trust
Experience the peace of mind that comes with exceptionally precise deliverables from EXP Consulting.
Our team of professional accountants ensures that every financial record is accurate, reliable, and compliant with US GAAP, IRS regulations, and industry best practices.
With us, your financials are always in good hands—so you can focus on growth, profitability, and better decision-making.
Struggling to keep up with accounting for your business?
At EXP Consulting, we offer complete end-to-end accounting solutions for small, mid-sized, and growing businesses. From daily bookkeeping, AR/AP and reconciliations to financial statements and CFO-level reporting — we take care of everything.
