450
Happy Clients
Industry: SaaS
Thanks so much for working so hard on this project. Looking forward to working in many more projects with you!
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. 
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.
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.
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.
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. We include all relevant content of business plan according to client needs. You can also customize your business plan template design through our expert template makers.
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.
Financial Reporting
Oak Business Consultant offer clients with Financial Reporting Services, which allows them to know their company's financial health, prepare yourself for reports required by financial institutions and investors. Our finance team takes pride in providing exact and timely produced financial reporting, tailored to the needs of client.
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.We provide complete analysis with financial commentary.
Financial Planning
In order to meet your desired financial goals (long-term and short-term), you need to have proper financial planning. A good financial plan helps your business in retaining cash and controlling the outflow of cash. Oak Business Consultants will provide you with customized financial planning that suits your business so that you can plan better for the future!
Financial Model & Business Plan
We also provide Ready to Use Industry, detailed oriented Financial models and Business plan Templates
KPI Dashboards
The easiest way to build your data into a dashboard.Build any dashboard you want by integrating your model directly with Google Sheets,Google Data Studio, Facebook, Instagram, Google Ads, Google Analytics, Shopify, Amazon Advertisement, and more.
Over 1200+ Completed Work & Still Counting
453
Financial Model Build
591
Projects
22
Case Studies
What did our clients say
Startup Saas Financial Model
Location: USA
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