About Us
Oak Financial and Management Consultant is a leading consulting firm specialized in financial services in Business processes, Financial Planning, Assessing Financial Performance, Business case-study, Accounting and Financial support in every industry, Especially professional services such as Retail, Transportation, Manufacturing and the IT industry.
We as your financial and business consultants take pride in providing you with our strategic financial plans which come with a continuous analysis of your business nature and your operating market. We help you in cutting down your maximum operational cost resulting in better business decisions.
How we help to improve your organizational needs
Assists Growth
We review or re-review financial statements and other non-financial documents to provide the best analysis and KPI for the understanding of your business needs. Therefore, we provide company worth, forecasting and projections for raising capital which help for rapid growth.
Control Cost
Through budgeting, Cost Analysis and Unit economics analysis, we provide the client with a deep analytical insight into their cost control matters helping them to manage easily and effectively with our budget reports.
Reduce Risk
We reduce the risk of our client in business by providing an audit of their existing financial model and provide them with an in-depth financial analysis report.
Oak Business Consultant Deep Roots & Strong Branches
Our Mission
Our mission is to be the industrial leader and pioneer in our business domain. Which comes after a deep analysis of the market situation and ever-changing business trends. We believe that financial and business consultancy requires a complete understanding of the continuous evolving changes in the economy and market and its effects on business.
Our Core Values
Our business motto is derived from the fact that High Quality surpasses Quantitative work and with that in mind we strive for a disciplined approach to analyze business situations and identify effective solutions to achieve financial plans. Simultaneously helping in opening new doors by providing our state of the art financial services and smart management tools.
Our Vision
Our Vision is to gain an honest & trusted reputation as the best Financial & Management Service Consultants by providing top-notch services and to create goodwill based on our exceptional proven performance.
Trusted
Oak Financial Model is a combination of financial and data analytics. For this, we have the most brilliant minds & strong mathematical skills in place for financial analysis, accountancy, management performance indicators and providing this data into the dashboard for clients.
Voices of Victory: Client Testimonials of Triumph
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.
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.
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!
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.
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!! 🙂
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!
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.
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.
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.
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.
Accounting and Bookkeeping Services
Service: 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!!!
