Equipo de consultoría financiera estratégica trabajando con startups y pymes
STRATEGIC FINANCIAL ADVISORY

Bring clarity to your numbers and scale your startup or SME

We help growing companies turn financial complexity into clear decisions that improve profitability, cash flow, and long-term growth.

Why choose XPERTA as your financial consultancy

Tailored solutions that evolve with your business

We design financial strategies adapted to your stage and objectives. From day one, you gain clarity, structure, and direction to scale with confidence.

End-to-end visibility with data-driven decisions

We combine FP&A, management control, and Business Intelligence to deliver clear insights and actionable dashboards—so your team can decide with confidence.

Results that translate into real growth and value

Our work delivers measurable impact: improved profitability, optimized costs, and better financial decisions that strengthen your business over time.

We are your strategic financial partner to scale your business with clarity and control

More and more SMEs are turning to financial advisory to improve liquidity and decision-making.

At XPERTA, we don’t just analyze numbers: we integrate into your team, structure your finances, and turn data into decisions that drive real, sustainable growth.

We turn complexity into clarity and strategic insight so your company can move forward with control and confidence.

Services

Financial Solutions That Drive Growth

Management Control & Financial Structure

We implement clear processes so you gain full visibility of your numbers and make decisions with confidence.

  • Design and implementation of monthly financial reports
  • Margin, cost, and profitability analysis by business line
  • Definition and tracking of financial and operational KPIs
  • Optimization of financial closing processes
  • Budget control and variance analysis

Financial Planning & Analysis (FP&A)

We turn data into actionable plans, helping you anticipate scenarios and grow with strategy.

  • Annual budgets and rolling forecasts
  • Financial modeling for growth and investment scenarios
  • Cash flow planning and liquidity management
  • Evaluation of new projects and business lines
  • Support in fundraising and investor relations

External CFO / Strategic Financial Leadership

We act as your external CFO or strategic partner, providing direction, structure, and financial leadership.

  • CFO as a Service
  • Financial strategy aligned with your business plan
  • Management and investor reporting
  • Interface with banks, investors, and key stakeholders
  • Support in M&A, due diligence, and valuations

Business Intelligence & Reporting

We design dashboards and reporting systems that turn data into decisions—automated, visual, and real-time.

  • Financial dashboard design (Power BI, Looker, etc.)
  • Report automation and process optimization
  • Integration of multiple data sources (ERP, CRM, banks)
  • Definition of key metrics by area
  • Team training on BI tools
Entorno profesional de consultoría financiera para empresas en crecimiento
OUR METHODOLOGY

How We Turn Data Into Strategic Decisions

Our methodology combines diagnosis, analysis, and ongoing advisory support to drive growth with control and measurable results.

01

Strategic Consultation & Diagnosis

We conduct an in-depth analysis of your company's current financial situation, identifying strengths, risks, and opportunities for improvement.

We understand your business before defining any strategy.

02

Actionable Recommendations

We develop a financial plan with clear priorities, concrete actions, and measurable goals — tailored to your reality and business objectives.

Clear decisions focused on measurable outcomes.

03

Advanced Financial Modeling & Analysis

We build robust financial models that allow you to simulate scenarios, evaluate investments, and make decisions based on reliable data.

Strategic decisions backed by trustworthy information.

04

Implementation & Optimization

We execute the defined solutions by integrating tools, processes, and reporting frameworks that deliver real impact from day one.

Tangible, sustainable results in operations and financial control.

05

Ongoing Monitoring & Advisory Support

We track key indicators, adjust strategies, and evolve alongside you to ensure sustained financial growth.

Predictable growth and permanent strategic alignment.

Clientes satisfechos de XPERTA, consultoría financiera estratégica
TESTIMONIALS

Businesses that trust

XPERTA

They transformed our financial complexity into a solid cost structure and KPIs, building our financial foundation from scratch. Today we clearly understand our profitability and make expansion decisions based on real data.

BircleBircle
Technology & AI

Their analysis helped us understand why our growth wasn’t reflected in our cash position. Now we have a solid business plan and the clarity to expand with confidence.

LemonadeLemonade
Retail & Fashion

They gave us full visibility into our operations and real profitability. Their work allowed us to present to investors and secure financing with confidence.

AcuáticasAcuáticas
Services

They organized all our financial information and now act as our external CFO, supporting key decisions and long-term planning.

DeLanukDeLanuk
Accessories & Fashion

They structured our FP&A and expansion plan across Europe. Today we are growing internationally with a clear and financially sound roadmap.

The Cannabis ShopThe Cannabis Shop
Franchises & Retail

They transformed our financial complexity into a solid cost structure and KPIs, building our financial foundation from scratch. Today we clearly understand our profitability and make expansion decisions based on real data.

BircleBircle
Technology & AI

Their analysis helped us understand why our growth wasn’t reflected in our cash position. Now we have a solid business plan and the clarity to expand with confidence.

LemonadeLemonade
Retail & Fashion

They gave us full visibility into our operations and real profitability. Their work allowed us to present to investors and secure financing with confidence.

AcuáticasAcuáticas
Services

They organized all our financial information and now act as our external CFO, supporting key decisions and long-term planning.

DeLanukDeLanuk
Accessories & Fashion

They structured our FP&A and expansion plan across Europe. Today we are growing internationally with a clear and financially sound roadmap.

The Cannabis ShopThe Cannabis Shop
Franchises & Retail

They transformed our financial complexity into a solid cost structure and KPIs, building our financial foundation from scratch. Today we clearly understand our profitability and make expansion decisions based on real data.

BircleBircle
Technology & AI

Their analysis helped us understand why our growth wasn’t reflected in our cash position. Now we have a solid business plan and the clarity to expand with confidence.

LemonadeLemonade
Retail & Fashion

They gave us full visibility into our operations and real profitability. Their work allowed us to present to investors and secure financing with confidence.

AcuáticasAcuáticas
Services

They organized all our financial information and now act as our external CFO, supporting key decisions and long-term planning.

DeLanukDeLanuk
Accessories & Fashion

They structured our FP&A and expansion plan across Europe. Today we are growing internationally with a clear and financially sound roadmap.

The Cannabis ShopThe Cannabis Shop
Franchises & Retail

Ready to scale your business with clarity and control?

Tell us about your company and your financial challenges. We’ll get back to you within 24 hours with a clear, tailored proposal.

Hours

Monday to Friday, 9:00 AM – 6:00 PM

Prefer to book a video call? Choose a time that works for you.

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FAQs

We answer your questions