Oak Business Consultant providing insights for
Financial Dreams

Oak Business Consultant provides Accountancy, Bookkeeping till Financial Planning 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 Dashboard.

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What we do as Financial Consultant:

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

CFO Services

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

Financial Modelling

No matter how good you perform, if you are not able to show the company’s performance as a good understandable financial model, it won’t matter. We help create user-friendly financial models that help turn a complex process into a simple mathematical model that can be easily understood.

Financial Planning

Let's get started by telling us your business need and the purpose of the financial forecast. Hence we can customize financial forecasts for at least 5 years plan, which will give you sales targets, cost-benefit analysis, the total cost of ownership of Product of services and Financial key metrics analysis with the dashboard.

Financial Reporting

Financial reporting is essential for disclosure of financial information to the management and stakeholders (investors, customers, regulators etc.) and shows how well the company has performed in the past. The financial reports included in this part are the Income Statement, Statement of Comprehensive Income, Balance Sheet, Statement of Cash Flows, and Statement of Stockholders' Equity.

Financial Budgeting

For any business, you need proper budgeting in order to predict the income and expenses of the company either on long term or short term basis. When you project the cash flow accurately, you can successfully achieve targets in the right amount of time. Now you can get the best Budgeting Consulting Services for your small, medium or enterprise business.

Financial Analysis

Financial analysis allows the investors to see the financial health of a company. Only after analyzing the performance of an organization, monetary investments can be warranted. You can find whether the business is stable, solvent, liquid and profitable after the financial analysis.

Investor Ready Business Plan

Choose customized Business Plan package, hire an expert Business Analyst or buy our ready to use business plans with market analysis. Oak Business Consultant has it all.

Investor Ready Pitch Deck

Oak Business Consultant prepares a comprehensive, well-designed pitch deck. Increase the chances for convincing investors that your company has a great business idea, massive growth potential, and resources. Don’t miss the opportunity to spread your company brand awareness through our customized Pitch Decks.