At Oak Business Consultant, our commitment is to streamline your financial journey through premium accounting and bookkeeping services. We prioritize making your financial management hassle-free. As industry leaders, we ensure our clients have clear, organized financial records every day. We understand the weight each penny holds for business owners. That’s why we’re devoted to offering clear insights by month’s end. Our dedicated experts, adept in accounting and bookkeeping, craft precise financial reports and track financial activities, so you’re always informed about your bottom line.

With our comprehensive accounting and bookkeeping services, we make complex financial management an experience of the past. We invite you to explore our website and avail yourself of our premium services, expertly designed with your business’s needs in mind.

Financial Service Consulting

Accounting Software Versus Our Experts

While we recognize the power of artificial intelligence in financial management, our experienced bookkeepers bring a depth of understanding that surpasses AI. We offer a custom plan of premium, affordable accounting and bookkeeping services backed by seasoned professionals who take pride in their expertise.

Accounting And Bookkeeping Solutions - Software Implementation​

Introducing new technology to your business comes with its share of risks, chief among them being time-consuming. Our seasoned professionals, boasting a decade’s worth of experience, are adept at mitigating these risks. We understand the complexities involved in implementing a computerized accounting system and can accomplish it efficiently depending on your business model, size, and other factors. Our priority is providing seamless solutions to ensure a smooth transition, thereby affording you peace of mind.

Accounting service provider
Tax Filling Process

Certified Quickbooks Pro Advisor: Your Trustworthy Guide

As Certified Quickbooks Pro Advisors, our understanding of the Intuit Quickbooks product suite is unparalleled. We are equipped with the technical expertise and accounting experience needed to deliver top-notch services at the best hourly rates. Whether you require QuickBooks Payroll, Quickbooks Payments, or a full-time bookkeeper, choosing Oak Business Consultant means you’re opting for a business accounting and bookkeeping service that understands your needs.

Our Offered Services

From business financials, tax planning services, and business tax preparation to inventory tracking, management reports, and financial advice, our offerings cater to the unique needs of your business. We also provide consulting, cost accounting, financial reporting, QuickBooks training and setup, and much more.


Data Conversion

When making a switch between one accounting software to another new and advanced one, an accounting expert’s presence is a must. This expert should be well aware of the technology used and also be well-versed with accounting complications. And this is what we provide to our esteemed customers.

Customer care support

Every accounting firm provides customer care support but what makes our service special is our extended customer support. We make our support available for the clients even after the completion of their project. Our team ensures that no customer of OAK Business Consultant is left without support.


All our accounting and bookkeeping experts are highly familiar with the configuration of accounting software. They can configure your organization’s templates containing default settings and much more.

Help in the documentation

We have assisted several businesses with their entire documentation processes. No matter how lengthy, complicated, or intricate your documentation is, our experts are always ready to take the challenge head-on.

Customized reports

Every business has unique requirements. This is where a business owner needs a customized reporting facility. We provide excellent opportunities to all such business owners by providing customized reports.

Organize Training

A well-trained accounting team is what you need for maintaining daily financial matters. And so, we provide a state-of-the-art training facility to all our customers.


AccountingAgriculture / Farming

Automotive Sales / Repair

Construction / Contractors

Computer / Software

Automotive Sales / Repair


Insurance / Brokerage

Lawn Care / Landscaping

Wholesale Distribution

Property Management

Restaurant / Bar



Tax Consulting Services

Sustainability Audit

Non Profit


Financial Services

Government Agency



Salon / Beauty

Medical / Dental / Health Services


Oak Business Consultant provides an encompassing array of accounting and bookkeeping services that cover crucial financial areas. Our dedicated team of experts, including virtual bookkeepers, specialized in crafting accurate financial statements, proficiently managing accounts receivable and payable, maintaining an organized general ledger, and ensuring efficient asset, inventory, and payroll processing.

We understand the pivotal role that monthly transactions, accurate accounting reports, and an effective accounting process play in the success of your business. Our premium plan offers options for accrual or cash basis accounting, depending on your business needs. Whether you require a dedicated bookkeeper, monthly expenses management, or an accounting manager for project-based tasks, our professionals are ready to provide advanced services that meet your specific requirements.

Financial Statement Preparation

Oak Business Consultant is your go-to solution for all your financial statements’ needs. Be it your personal income statement or your business’s comprehensive income report, we guarantee top-notch services. We allow you to gauge your business’s financial health through meticulously prepared balance sheets, cash flow statements, and stockholders’ equity statements. Our extensive experience and skills are at your disposal.

Accounts Receivable Management

The efficient management of accounts receivable is crucial for maintaining your bank accounts and streamlining your business’s cash flow. We offer stellar accounting services that encompass all aspects of accounts receivable management.

Accounts Payable Management

Knowing what payments are outstanding is essential for making informed investment decisions. With our proficient accounting team, you can stay worry-free about accounts payable management and focus more on the core aspects of your business.

General Ledger Maintenance

Whether you’re looking to track financial transactions or require meticulous financial reporting, we’ve got you covered. Oak Business Consultant has been assisting small businesses in maintaining a general ledger for over a decade now.

Assets Management

Your business’s assets are invaluable. When managed with strategic planning, it can fuel your business growth. We’re here to ensure that your assets are efficiently managed.

Bank/Cash Reconciliation

Never fret about bank reconciliations again. We conduct frequent checks to ensure your bank statements accurately reflect your business’s financial transactions.

Payroll Services

Our expert accountants smoothen the payroll process by leveraging their years of experience, thereby ensuring timely payroll processing.

Inventory Management

Inventory management can be daunting. But with our assistance, it becomes easy and reliable. We ensure that your inventory aligns perfectly with your business needs.

Incorporating services such as tax returns, tax services, compliance checks, tax preparation services, advanced reporting, tax filing services, and more, we carefully handle every aspect of your financial activities. From managing loss statements to handling taxes and filing tasks, we go beyond to ensure you experience the best of what we offer.

Elevate Your Business with Expert Accounting & Bookkeeping Services

Your business deserves the best, and we strive to provide it. As experienced bookkeepers and financial analysts, we ensure accurate bank statements, personalized service, and custom reporting. Our online accounting and bookkeeping services also offer cash flow projections, accounting management, and even internal auditors if needed.

Choose our online accounting and bookkeeping services and enjoy access to accounting advice from an experienced team of dedicated accountants, ensuring all your financial tasks are handled with utmost precision.

                                  Discover the Excellence of Oak Business Consultant today

Why Choose Oak Business Consultant?

There can be a hundred reasons to choose Oak Business Consultant as YOUR Business consultant. But there cannot be a single reason to move on once you stumble upon our small business consulting services. It is not mere serendipity to come across our services—people who want the best financial services come running to us. Have a look at our portfolio and find out why all the SMEs and Small Businesses always prefer our financial consultancy services. And below, you will find a few more reasons to make up your mind.

Expert Inductive and Deductive Financial Analysis

The team of financial experts at Oak Business Consultant has spent long enough time in the market to know it all too well. They not only conduct the financial analysis based on the apparent and straightforward factors of your business. They take into account all the details that may directly or indirectly be affecting your revenues or sales.

Competitive Business Consultancy

We live in an advanced and ultra-competitive world where it is too difficult and complicated to keep an eye on every equity position, liability, burn rate, the total cost of ownership, ROIs, revenue and so on. But that doesn’t mean that these matters be left unresolved. You need the ultra-competitive business consultancy that has withstood several competitions in the past. Yes, we are talking about your very own Oak Business Consultancy.


Hardcore Practical Approach

No matter how devastating the situation of your business is, our small business consultants will always take the most feasible and practical approach towards the solution. It’s not like you expect your business analyst to blame your production team and the blame game goes on – when it’s Oak Business Consultant by your side, you get a serious and concerned response – always.

Incredible Work Ethic

To do the job as instructed by the client is a simple task. But to excel at your service is not always that easy. We are at that position in the Finance industry that business owners and entrepreneurs recognize us by our work ethic. We deliver not only the best consulting and business services but also the way we deliver them is worth your time and money.

Monthly Reconciliation

We build analysis reports on projected and actual performance along with dynamic dashboards. That way, as a business owner, you can always keep track of the progress with the comfort of super-easy to understand details. You can also request a live analysis report which our experts can integrate right into the dashboard in consideration.

Vigilant Monitoring

We help to point out the reason for changes in expenses, equity and business worth by keeping an eye on variance reports on a regular basis. We never leave any stone unturned when it comes to monitoring and keeping it all up to the mark for our esteemed customers.

BASIC Most Popular$1500

  • Services 

  • Transaction Volume - 100 
  • Monthly Financial Statements
  • Bank Reconciliation
  • Credit Card Reconciliation
  • Invoice Generation
  • Expense Tracking
  • Features

  • Secure Cloud Storage
  • Integration with Other Software
Choose Plan

ADVANCEMost Popular$2500

  • Services 

  • Transaction Volume - 250
  • Monthly Financial Statements
  • Bank Reconciliation
  • Credit Card Reconciliation
  • Invoice Generation
  • Expense Tracking
  • Payroll Processing
  • Accounts Receivable Management
  • Accounts Payable Management
  • Cash Flow Analysis
  • Features 

  • Dedicated Account Manager
  • Quarterly Review
  • Priority Support
  • Secure Cloud Storage
  • Integration with Other Software
  • Year-End Tax Preparation Support
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

Curious! Get in touch

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