Udexx Advisory

A leading strategic advisory firm that partners with the office of the CFO, private equity firms, and capital stakeholders to unlock value and accelerate performance across the transaction and business lifecycle.

Who We Are

Udexx Advisory delivers finance and systems expertise tailored for ambitious businesses.
We’re a team of seasoned finance and technology advisors who believe growth deserves hands-on, practical support — free from unnecessary jargon and complexity. From financial planning and audit readiness to ERP implementation and strategic CFO advisory, we help organisations gain clarity, streamline operations, and make confident, data-driven decisions. Headquartered in Dallas, Texas, we partner with clients worldwide — always guided by our people-first principles.

We are proudly accredited with

Association of International
Certified Professional Accountants

The Chartered Institute of Management Accountants®

Institute of Chartered Accountants
in England and Wales

The South African Institute of Chartered Accountants

Industries We Work With

Udexx Advisory partners with corporates, private capital investors, and other stakeholders to drive performance and create value across the business lifecycle. We also collaborate with a diverse ecosystem of service and solution providers to ensure our clients receive seamless, well-integrated support tailored to their strategic goals.

Energy Services

Management Science Services

Financial Services

Health & Wellness Services

Retail and E-commerce Services

Real Estate and Accommodation Services

Technology, Media and Telecommunications Services

Transportation & Logistics

Field Services

Professional Services

Scientific and Technical Services

Oil and Gas Extraction Services

How We Can Help?

Personal, practical finance and system support — made for growing businesses.

Lease Accounting Services

We help you simplify and streamline lease accounting under ASC 842 or IFRS 16. From lease abstraction and classification to monthly reporting and audit-ready disclosures — we expertly manage the process so you stay compliant, confident, and in control.

Revenue Recognition

We support accurate, compliant revenue recognition across ASC 606 or IFRS 15. From contract reviews and policy development to system configuration and reporting — we help you align revenue with performance, reduce risk, and stay audit-ready.

Audit Readiness

We prepare your finance function for a smooth, successful audit. From reconciliations and documentation to process reviews and technical accounting support — we help you identify gaps, strengthen controls, and present a clear, compliant financial picture.

Financial Planning and Analysis

We deliver clear, actionable insights to support smarter financial decisions. From budgeting and forecasting to performance tracking and scenario modelling — we help you plan effectively, allocate resources wisely, and drive strategic growth.

Fractional CFO

Strategic finance leadership, tailored to your needs. Our fractional CFOs provide high-impact support — from cash flow management and financial strategy to investor reporting, board readiness, and beyond — without the cost of a full-time hire.

Interim Management

Experienced finance and operations leaders, when and where you need them most. We provide hands-on interim support to fill key roles, stabilise operations, and drive critical initiatives during periods of transition, growth, or change — ensuring continuity and results.

Enterprise Resource Planning (ERP)

We guide you through the selection, implementation, and optimisation of ERP systems. From aligning technology with business needs to streamlining processes and improving visibility — we help you get the most from your ERP investment.

Financial Close and Corporate Performance Management

We help you close faster, boost accuracy, and enhance control. From reporting to KPI tracking, we streamline processes and deliver measurable results, enabling smarter decisions

Data and Analytics

We turn your data into actionable insight. From data strategy and governance to dashboarding, reporting, and advanced analytics — we help you make smarter, more informed decisions, with greater speed.