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 a 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, and market research, identify well-suited investments and guide financial management decisions.

Finacial 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. After the financial analysis, you can find whether the business is stable, solvent, liquid, and profitable. We 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. Using our CFO service will increase a competitive business environment, making accurate and effective strategic financial decisions for companies willing to achieve sustainable growth.

Investor Ready Document

We offer business solutions that make the job of business owners easier. We offer easily accessible and straightforward business solutions for all small businesses. Our 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. That is to say, you can rely on our expert financial services to remain on top of your day-to-day finances. Also, we understand that every penny counts for business owners.

Financial Model , Business Plan & Pitch Decks

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