Strategic Finance Advisory

Finance leadership. Without the full-time cost.


Expert guidance when you need it most—from budgeting and fundraising to compliance and planning, Xentric’s Strategic Finance Advisory supports growing businesses with CFO-level insight and execution.

Service Modules

CFO & Finance Leadership Support

Fractional CFO services tailored for scale-ups and mid-sized companies.

We help you:

  • Design scalable finance strategies aligned with business growth
  • Build investor-ready financial models and pitch decks
  • Lead board presentations and investor relations
  • Navigate M&A, exits, or strategic pivots
  • Implement internal controls and governance practices

Turn numbers into strategic decisions.

What we offer:

  • Rolling forecasts & dynamic budgeting
  • Variance analysis and performance tracking
  • KPI dashboards and executive reporting
  • Profitability and cost optimization models
  • Scenario planning and sensitivity analysis

Get your books audit-ready and fully aligned with evolving standards.

Includes:

  • GAAP / IFRS alignment and transition
  • Revenue recognition (ASC 606 / IFRS 15)
  • Lease accounting (ASC 842 / IFRS 16)
  • Chart of accounts redesign
  • Historical cleanup and balance sheet integrity

On-Demand Finance

Finance that flexes with your needs
At Xentric, we understand that not every business needs to rebuild from scratch. Sometimes, all you need is the right support to scale efficiently, streamline finance operations, and stay future-focused—while keeping your existing systems intact. Our On-Demand Finance service provides just that: flexible, modular finance expertise on your terms.


Why Choose On-Demand Finance?
Agile. Scalable. Strategic.
We provide flexible finance talent and delivery models designed to support your growth—without disrupting your existing systems or control.

Strategic Staff Augmentation – Without the Overhead

Free up your leadership bandwidth by offloading daily finance operations—AP, AR, GL, Reporting, and more—without disrupting ownership or tech systems.

Avoid the burden of hiring, training, and managing a full team. Access top-tier professionals with global finance expertise—faster, smarter, and more cost-effective.

From investor communication and M&A support to advanced forecasting, our seasoned CFOs and FP&A advisors are ready to lead when strategy matters most.

  • Dedicated FTEs or shared resources
  • Project-based support & short-term augmentation
  • Offshore, hybrid, or fully remote delivery
  • Quick ramp-up and ramp-down options

The Xentric Advantage

Work Within Your Existing Systems

We integrate seamlessly with your current ERP and tech stack—no change management required.

Senior Oversight, Offshore Savings

Our Finance Directors and Controllers ensure accountability, speed, and accuracy while optimizing costs.

Modular, Flexible Services

Pick only what you need:

– AP/AR, GL, Treasury, FP&A, Reporting

– Short-term or long-term support

– Fully customizable service bundles

Scalable Finance Teams

Scale bandwidth up or down without HR overhead. Perfect for transitions, growth phases, or high-volume periods.

Finance 360°

Reimagine. Restructure. Realign.
Powering your finance function for agility, precision, and scale.

Today’s finance teams face growing demands—from operational complexity to compliance pressure and tech overload. Xentric’s Smart Finance Solutions give you a complete 360° approach to diagnose, redesign, and future-proof your finance operations. Whether you’re scaling, entering new markets, or modernizing your ERP, we partner with you to drive transformation without disruption.

What we offer?

Process Design & Finance Transformation

Reimagine your finance workflows to operate faster and leaner.

  • Redesign end-to-end financial processes
  • Eliminate manual tasks and inefficiencies
  • Enable automation readiness and future scalability


Ideal for businesses streamlining operations or scaling to the next level

Get the most out of your ERP system.

  • Streamline ERP modules (SAP, Oracle, NetSuite, etc.)
  • Define and implement financial SOPs
  • Clean and structure historical data for reliability and audit readiness


Ideal for businesses struggling with ERP underutilization or data chaos

Audit, assess, and align your tech stack with your business goals.

  • Evaluate tools like QuickBooks, Xero, SAP, Tally
  • Identify redundancies or gaps
  • Recommend optimization or migration strategies


Ideal for CFOs and Controllers seeking ROI from current tools.

Tools & Platforms We Work With

Wondering If These Challenges Sound Familiar?

You’re Not Alone — And We’ve Got the Answers.

Your Question

How Xentric Solves It

“We’ve invested in an ERP, but it’s barely being used. Can you help us make the most of it?”

Absolutely. We evaluate how your ERP is being used, clean and organize historical data, retrain teams, and optimize modules to unlock full potential.

Our monthly close process is too slow. How can we speed it up?

We streamline your workflows, introduce automation, and remove bottlenecks to significantly reduce close time.

We’re using several tools — are we duplicating efforts?

We conduct a comprehensive system audit to identify redundancies and recommend tool consolidation for efficiency and cost savings.

We need better reporting. Can you help us build dashboards?

Yes. We design custom dashboards using Power BI, Tableau, or Google Data Studio that align with your business goals and KPIs.

We need better reporting. Can you help us build dashboards?

Yes. We design custom dashboards using Power BI, Tableau, or Google Data Studio that align with your business goals and KPIs.

Finance-as-a-Service (FaaS)

Reliable, Scalable, and Expert-Driven Financial Operations – On Demand.
At Xentric, our Finance-as-a-Service (FaaS) model offers comprehensive day-to-day finance operations support, helping businesses maintain financial accuracy, ensure compliance, and free up bandwidth for strategic growth. Whether you’re a fast-growing startup, a global mid-sized firm, or managing multi-entity operations, our FaaS teams plug into your processes and systems with precision and ease.

What’s Included

Bookkeeping & Accounting

Meticulous, timely, and tailored to your reporting framework.

  • Daily transaction posting and ledger updates
  • Bank and credit card reconciliations
  • Monthly/quarterly financial statement preparation
  • Intercompany accounting and consolidation
  • Multi-currency support with real-time FX adjustments
  • GAAP, IFRS, and country-specific frameworks compliance
  • Support for US, UK, EU, Middle East, and APAC-based entities

Seamless global payroll and proactive compliance across borders.

  • Global payroll management (processing, taxes, filings)
  • Statutory payroll reports and country-specific pay rules
  • Employee benefits and TDS/deductions handling
  • Direct tax filing (corporate, income)
  • Indirect tax/GST/VAT compliance and returns
  • Regulatory filings and liaison with auditors/tax consultants
  • Assistance in statutory audits and year-end compliance packs

Why Choose Xentric’s FaaS Model?

Your Needs

Xentric’s Advantage

Accuracy

SLA-driven delivery model and multi-level review process ensure precision and compliance.

Visibility

Real-time dashboards and reporting tailored to your KPIs and audit needs.

Flexibility

Dedicated, shared, or project-based engagement models to suit your budget and goals.

Global Coverage

We work within your ERP, accounting, and payroll systems (NetSuite, QuickBooks, Xero, SAP, etc.)—no need to change platforms.

Integration

Structured on-boarding process starting with system access, data migration, SOP creation, and parallel run support.

Smooth Transition from existing accountant

We prepare audit-ready financials, respond to auditor/investor queries, and provide clean, documented backups and workpapers

Support during audits or investor due diligence

We prepare audit-ready financials, respond to auditor/investor queries, and provide clean, documented backups and workpapers

Compliance & control services

Confident Growth Requires Strong Controls.
At Xentric, we help businesses build robust financial oversight, enforce compliance frameworks, and achieve audit readiness—without slowing down operations. Our controller-led services give you structure, insight, and peace of mind, ensuring your finance function is ready for scale, scrutiny, and strategic decision-making.

What’s Included

Month-End Close & Reporting
  • Accurate, timely, and GAAP/IFRS-compliant closes
  • Standardized close checklists and documentation
  • Budget vs actuals and variance analysis
  • Set up and enforce finance policies and SOPs
  • Monitor adherence to regulatory and internal controls
  • Establish approval workflows for transactions
  • Prepare clean audit packs, schedules, and supporting documentation
  • Design and test internal control frameworks (SOX readiness if required)
  • Liaise with external/internal auditors and manage responses

Why Xentric?

You’re Not Alone — And We’ve Got the Answers.

Challenge

Xentric’s Response

“Our month-end close takes too long or varies each month.”

We implement structured, checklist-driven close calendars for consistency and speed.

“We’re growing but don’t have written finance policies or controls.”

We set up tailored finance SOPs and approval hierarchies to ensure compliance and accountability.

“We’re facing our first audit and don’t feel ready.”

We prepare audit documentation, reconcile prior-year data, and liaise with auditors directly.

“We lack visibility into operational spend and control gaps.”

We identify process loopholes, create reporting dashboards, and plug compliance gaps.

Ready to scale, transform, and streamline your finance function?

Let Xentric be your extended finance team—from strategic advisory to compliance and growth.

Book a free consultation

or reach out to our advisory team at info@xentricglobal.com

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