Oak Business Consultant provides financial business consulting services, including Accountancy, Bookkeeping, Financial Planning, and more, for SMEs and Small Business Owners so they can more easily raise startup funds, develop budgets, and track performance on an easy-to-use financial Model with a Dashboard.


What we do as Financial Business Consultant

Oak Business Consultant offers personalized financial models, business plans, pitch decks, and other management reports to help clients build wealth. Moreover, our expert financial business consultants assist our clients in financial planning and market research, identify well-suited investments, and guide financial management decisions.


Financial Analysis

The financial analysis allows the investors to see a company's financial health. Only after analyzing the performance of an organization can monetary investments be warranted. Additionally, after the financial analysis, you can find whether the business is stable, solvent, liquid, and profitable. Therefore, our financial business consulting experts provide a complete analysis with financial commentary.

CFO Services

Oak Business Consultant offers four different service levels, each with additional services according to client needs. Moreover, using our CFO service will increase a competitive business environment, making accurate and effective strategic financial decisions for companies willing to achieve sustainable growth.

Financial business consultant-CFO services
Investor Ready Documentation service

Investor Ready Document

We offer business solutions that make the job of business owners easier. Additionally, we offer easily accessible and straightforward business solutions for all small businesses. Our financial business consultant provide business solutions include investor-ready documents and presentations. And for those business owners that want their customized documents, We provide that here as well.


As an accountant and bookkeeping service provider, we aim to make finance management, accounting, and bookkeeping a stress-free task for all businesses. Hence, that is to say, you can rely on our expert financial business consulting services to remain on top of your day-to-day finances. Also, we understand that every penny counts for business owners.

Financial Business Consulting-Accounting

Your Search for the Most Reliable Financial Business Consulting Ends Here

Our financial business consulting experts are highly experienced and knowledgeable in all areas of financial analysis, financial planning, financial management, and financial advice. Furthermore, we understand that businesses need a comprehensive view of their financials to succeed—and our team is here to help.

What We Do as an Expert Financial Business Consulting Agency

At Oak, our financial business consultants are dedicated to helping your business reach its financial goals. Our services include financial performance assessment, financial planning, budgeting and forecasting, financial strategy development, financial risk management, financial process improvement, and financial reporting solutions. Basically, everything that you would expect from a professional financial consulting agency can be found here.

Tailored Financial Solutions: Get the Personalized Support You Need Today!

Our team of certified financial business consulting professionals will provide personalized solutions that meet the specific needs of your business. Besides, we know how competitive the market is today and are here to help you stand out from the competition. With our expertise in financial analysis and consulting, we can help you stay ahead of emerging trends in the industry so that you can remain competitive.

Tailored business financial consulting & analysis
Tax Filling Process

No Two Financial Situations are Alike!

We understand that every financial situation is unique—and our team is committed to delivering tailored solutions that meet your financial goals. From financial planning to financial performance assessments and financial management solutions, Oak Business Consultants is a trusted source for all of your financial business consulting needs. Moreover, our financial experts are well-versed in the latest methods and technologies available to maximize your financial success.

Choose Oak Business Consultants as Your Financial Business Consulting Partner

At Oak, we are committed to providing our clients with reliable financial business consulting services that enable them to make informed decisions that will improve their businesses’ long-term success. Besides, we understand the importance of finding a partner who can help you succeed—and we strive to be that partner. Contact us today, and let’s work together on building your financial future!

Financial Model , Business Plan & Pitch Decks

We also provide Ready to Use Industry, detailed oriented Financial models, Business plans & Pitch decks Templates

Voices of Victory: Client Testimonials of Triumph

Services: Accounting and Bookkeeping Services

Industry: Fashion Clothing Store

It is my pleasure to recommend Oak’s bookkeeping services to anyone, as I have been using them for many years, and I believe they are genuine and really know their stuff.

Dana Todd -Balodana LLC

Dana Todd

Founder & CEO

Services: CFO Services

Industry: Beauty Products and Manufacturing

No amount of praise can do justice to the quality of Sadaf’s CFO services. Her dedication to her clients is unparalleled. I have trusted her with two complicated accounts, and she handled everything with a professional attitude and without making any errors.




Services: CFO Services

Industry: Healthcare

It is a pleasure to work with the Oak Team, particularly Sadaf. As a result of her partnership with me, I was able to gain a better understanding of financial decisions. For my CFO needs, I fully trust Oak!

Denver Maloney

Denver Maloney


Services: Investor-Ready Document Services

Industry: Real Estate

This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.

Lars Narfeldt

Lars Narfeldt


Services: Financial Model,Financial Forecasting & Pitch Deck

Industry: Fintech

Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂

Emma - Eversend

Emma Sánchez Andrade Smith


Services: Startup Saas Financial Model

Industry: SaaS

Thanks so much for working so hard on this project. Looking forward to working on many more projects with you and your team!


Sufian Chowdhury

Founder & CEO

Services: CFO Services
Industry: Fashion E-store

There is no doubt that Oak is a game-changer. A unique combination of experience and expertise makes them the best in the business. They have helped me relieve a lot of stress and improved the stability of my business. Having a teammate to guide me through big financial decisions is truly a blessing.


Stephanie Skourti

Co- Founder

Services: Financial Model, Business Plan, Pitch Deck

Industry:  Blockchain

Excellent and professional approach and I am happy with the results. The working with team Oak Consultant was wonderful and all assignments were completed with lot of energy and professionalism by members of the team.


Lalit Vidhani


Services: Cash Flow Analysis Tool

Industry: Consulting Firm

Sadaf and her team have excellent excel spreadsheet skills. My client provided a rather complicated set of accounting reports that needed to be integrated into a spreadsheet format I had, but I didn’t have time to do it myself. With very limited instructions, Sadaf and her team successfully completed the integration and improved upon my spreadsheet with pivot tables and graphs. Will definitely keep her for future financial analysis and spreadsheet work.

Stacey Powell

Stacey Powell


Services: Accounting and Bookkeeping Services

Industry: Information Technology Company

Oak bookkeeping services have been a great help. This company has a high level of professionalism, friendliness, and positivity! The service they provide is excellent, and I highly recommend them.

Sabeen Ali

Sabeen Ali


Services: Accounting and Bookkeeping Services
Industry: Telecom

Oak provides exceptional accounting services. You’ll find that they offer a much wider range of knowledge than your average accountant, making them a valuable asset to your company. Highly recommended!!!


Ramin Heydari

CEO & President

Services: CFO Services
Industry: Health Care

Sadaf and her team are really helpful and hardworking, would recommend them for any concrete tasks you may need help with in your organization.

Luisa Silva

Luisa Silva

Co- Founder