Advisory 360
Book a CFO & Advisory Services DXP Associates
At DXP Associates, we understand that every business needs the right financial direction — whether it's preparing a loan proposal, resolving a tax issue, or managing day-to-day accounts.
That's why we offer on-demand and monthly retained services through our dedicated CFO & Advisory Desk.
You can book a time that suits you, describe your issue briefly, and connect directly with our experts online or in person.
Our Services
👨💼 Virtual CFO Services
Strategic financial management, budgeting, cash flow planning, and performance reviews for your business.
💰 Loan Proposal & Financial Projection Support
We help you prepare and structure proposals for banks, investors, and funding partners.
🧾 Tax Advisory (Case-Based)
Resolve complex tax issues, optimize your tax position, and ensure compliance with Sri Lankan regulations.
💡 Xero & QuickBooks Advisory
Setup, troubleshooting, and expert guidance on accounting automation and integrations.
🎓 Accounting Software Training
Customized training sessions for your team — covering Xero, QuickBooks, or your preferred accounting software.
📊 Dashboard, BI & Excel Reporting
Transform your data into clear business insights with interactive dashboards built using Excel, Microsoft Power BI and Tableau.
Our Pricing Plans
One-Off Consultations
LKR 15,000 / Starting From
📌 Final rates depend on issue complexity. A custom quote will be shared after initial review.
Ready to make better financial decisions?
Book your session today and get personalized support from Sri Lanka’s trusted CFO & Advisory team.
