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Smarter Accounting

What is Financial Advisory?

For companies that want CFO-level insights but don’t have the resources to hire one full-time, Ximplifi’s financial advisory services offer a fractional solution. Whether you want to leverage more sophisticated reporting, prepare and measure against budgets and annual forecasts, or identify new paths to growth, we provide the industry knowledge and financial expertise you need to stay sharp.


Ximplifi Can Help With:

Annual budgeting, proforma/scenario building analysis

Annual budgeting, proforma/scenario building analysis

Debt & Equity financing guidance

Debt & Equity financing guidance

Cash flow and profitability forecasting

Cash flow and profitability forecasting

KPI development

KPI development

Strategic planning

Strategic planning

Board meetings preparation and investor reporting

Board meetings preparation and investor reporting

Technology

Bring CFO Thinking into Your Business

Financial advisory services are tailored to your specific challenges and goals. Here are some of the ways that we add value to our clients’ businesses:

  • Analyze vendor contracts, staffing costs, and operational expenses to find savings without sacrificing service quality.
  • Produce clear, professional financial reports that build confidence with owners and investors.
  • Pinpoint where resources are underutilized to inform decisions around pricing, expenses, marketing or management strategy.
  • Create annual budgets and “what-if” models to predict how demand fluctuations, new investments, or pricing scenarios will impact performance.

Accounting Solutions Trusted by Property Managers

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Rental Units

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Property Managers

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Years Combined Experience

WHY XIMPLIFI?

Achieve Faster Results with a Dedicated Advisor

Looking for ways to grow your vacation rental business but not sure where to start? Our advisory services help leaders achieve their goals while learning to interpret their financials like a pro.

Leverage Industry Wisdom

Leverage Industry Wisdom

Gain access to seasoned experts who understand vacation rental industry benchmarks and accounting best practices.

Plan with Purpose

Plan with Purpose

Balance the immediate needs and long-term goals of your business with tactical reporting and strategies fit for the C-Suite.

Lead with Confidence

Lead with Confidence

Reduce uncertainty and empower yourself as a leader with clarity and professional guidance on every financial decision.

FAQS

You have Questions. We have Answers

How much do Ximplifi’s advisory services cost?

Pricing for CFO advisory is unique for each client and depends on the agreed upon scope of services. Please speak with our team for details.

Do I need to be an accounting services client to receive CFO Advisory?

Does Ximplifi help with the M&A due diligence process?

Will I always work with the same advisor?

CFO Advisory for Property Managers | Ximplifi