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Basic FAQs
As an advisory organization, ExlPro Advisory provides a wide range of services, including:
- Accounting and Bookkeeping: Streamlined financial management and reporting.
- Tax Planning and Compliance: Optimized tax strategies for businesses.
- VAT Filing: Ensuring accurate and timely filing to meet compliance.
- Financial Advisory: Tailored advice for business growth and sustainability.
- CFO Services: Fractional CFO solutions for strategic financial oversight.
- Business Planning: Guidance on growth, restructuring, and investment readiness.
For startups, we offer:
- Cash Flow Management: Ensuring liquidity and financial stability.
- Fundraising Support: Preparing financials and business plans to secure investment.
- Company Registration: Assisting in the legal and financial setup of your startup.
These services help both startups and established businesses thrive.
Our highly-skilled and caring team of financial professionals pledge to be there for you with sound financial advice throughout both the ups and the downs:
Existing Organizations: ExlPro Advisory helps established organizations optimize their financial processes through expert accounting, tax planning, and financial control services. With a focus on operational efficiency and growth strategies, ExlPro enhances resource management, ensures compliance with financial regulations, and provides CFO advisory to drive long-term sustainability. Their deep expertise in financial transformation supports restructuring, streamlining internal processes, and aligning financial goals with business objectives for continuous improvement.
These services ensure that older organizations remain competitive and adaptable in a changing business landscape.
- Start-Ups: ExlPro Advisory provides startups with tailored financial solutions, including accounting setup, Fractional CFO services, tax planning, and strategic business advisory. We help startups streamline finances, scale efficiently, and attract investors with comprehensive financial support.
The firm maintains a boutique feel with a personalized approach that differentiates us from many other financial advisory firms. We have a low client-to-advisor ratio, which allows us to be uniquely attentive to our clients, and give them financial peace of mind even in the midst of turbulent changes in their lives.
Our award-winning, team was founded and is led by powerful, motivated, and experienced women. We are somewhat of a unicorn in the industry, as only 9% of financial advisory firms have a female owner.
Each of us have a deeply personal reason why we were drawn to do this work. Our passion and dedication are some of the many reasons why our clients love working with us. We have effective, long-lasting relationships with our clients and a client retention rate of 98%, which is far above the industry average.
At ExlPro Advisory, we operate as an independent, fiduciary, and fee-only firm, committed to putting our clients’ best interests first. Our fiduciary duty ensures we provide expert advice with skill, care, and full transparency, avoiding conflicts of interest. We receive no commissions or kickbacks, meaning our recommendations are solely for your benefit. Our mission is to help you achieve financial success through unbiased guidance, tailored to meet your unique goals, ensuring both trust and long-term financial well-being for your business.
No. There is no fee for your initial meeting with our Beratung Financial advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.
Financial Planning Support
Yes, ExlPro Advisory offers comprehensive financial planning support. Our services include personalized financial strategies tailored to your business’s goals, tax planning, cash flow management, and long-term growth advisory. Whether you’re a startup or an established organization, we provide guidance to optimize your financial health and help you make informed decisions for sustainable success.
At ExlPro Advisory, we evaluate your financial situation regularly to ensure alignment with your business goals. The frequency of evaluations depends on your specific needs and service plan, but typically, we conduct quarterly reviews to assess performance, adjust strategies, and address any changes in the business environment. For startups and fast-growing businesses, more frequent evaluations can be arranged to ensure proactive financial management and timely adjustments.
Yes, ExlPro Advisory provides access to advanced financial tools and software that help you track your business’s finances efficiently. These tools allow for real-time monitoring of your financial data, including cash flow, expenses, and overall financial health. With detailed reporting and analytics, you can easily stay informed about your financial performance and make data-driven decisions. We also offer guidance on using these tools effectively to streamline your financial management.
Start-Up Services
ExlPro offers tailored accounting, tax planning, and CFO services that streamline financial operations, optimize resource allocation, and support long-term growth. Whether you’re a startup or an established company, our expertise in financial strategy helps drive profitability and sustainable success.
Yes, ExlPro supports startups in preparing financial statements, projections, and business plans that attract investors. We provide expert guidance throughout the fundraising process to help secure the capital needed for growth.
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