Oak Business Consultant offers comprehensive business solutions that streamline your business processes. We are dedicated to providing easily accessible and uncomplicated business solutions that are aimed at making the lives of business owners more manageable. We offer a wide range of custom-tailored solutions, from investor-ready documents to investor business plans, investor-ready documents, and customized presentations designed to attract potential investors. Our approach aligns with your business strategy, keeping abreast with the latest industry trends and ensuring an effective business planning process that can help your business stand out to provide an effective solution for your unique business idea.
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Business Solution to achieve goals

Business Solutions That Help You Achieve Your Financial Goals

Our team, comprising industry professionals and financial experts, put in their full effort to ensure the right solutions for your business, utilizing state-of-the-art business intelligence tools to analyze your business operations. We specialize in devising financial models and cash flow statements, providing insights into cash flow management and enabling you to realize your financial goals.  Our custom solutions, bolstered by additional in-depth market research and strategic planning, are meticulously crafted to pave the path to your business growth and increase your market share.

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Business models have evolved significantly over the years, and modern-day problems require innovative solutions. We understand that to stand out in the competitive business landscape, you need unique business solutions that suit your specific type of business. To address your unique problems, we provide customized and adaptable solutions. Oak Business Consultant has a record of crafting numerous business and financial plans that have propelled businesses forward, reflecting our understanding of market analysis and revenue models.

Accurate & Affordable business solution

Get Affordable, Timely, And Accurate
Business Solutions Right Here!​

Financial hurdles often appear during the toughest phase of your business. These challenges demand immediate solutions that won’t break the bank. At Oak Business Consultant, we provide affordable, prompt, and accurate solutions, keeping your business finances intact even in urgent situations.

Have a look at Our Investor Ready Documents, Presentations
& Other Business Solutions

Investor Ready Business Plan

Investor-Ready Business Plan: A business plan is not only a document that provides the business details. Rather it goes way beyond that. It includes projections that must be close to reality. The closer these projections, the better the plan is. But who has the time to design a brand-new business plan in this fast-paced market? If you choose to go for patent business plan templates, you cannot expect them to cover everything. Let us resolve this problem for you. Our investor-ready business plan goes beyond an average business plan; it covers everything from detailed projections and comprehensive market analysis to revenue models and balance sheets. It incorporates industry analysis, competitive analysis, and population growth trends. This comprehensive business plan is fully customizable to cater to your unique business needs and offers a complete solution for your business growth.

Professional Business Plan Review

Have you run your business plan by financial experts? If not, here is your chance. Our financial experts and business planners have been doing this for a very long time – long enough to know business planning inside out. Now this is the type of expert you need for your business plan review. This is what we call a “Professional Business Plan Review.” . Our business plan consultants will thoroughly review your business plan. They'll examine it from all angles, identifying its strengths and weaknesses. They'll also ensure it's a convincing business plan designed to appeal to potential investors or secure bank loans.

Business Plan Revision
We are Consultants

Investor Ready Pitch Deck Presentation

A good pitch deck goes well with your brand’s personality and theme. It must be consistent in its content, aesthetics, and overall feel. When you really want to grab the attention of your investors, you should consider a pitch deck that is highly professional. Our investor-ready pitch deck presentation embodies professionalism. Whether you're persuading potential investors, presenting your financial forecast to directors, or conducting vocational training, our pitch deck aligns with your brand's personality, ensuring a consistent message throughout.

Investor Ready Executive Summary

Business projects require a great deal of information to be present in their review. Usually, a project overview is lengthy and consumes several pages. It takes a lot of time to analyze such a long overview document for a project fully. Therefore, you need our investor-ready one-page project overview. The main purpose behind this service is to enable your project to be displayed in a convenient and analytical manner for presenting it to your investors. Save time with our investor-ready one-page project overview. Our experts condense all the crucial details into a highly presentable, investor-friendly format. That way, you can be on top of your project while being able to impress your investors at the same time.

Project Overview-Business Solution

Investor Ready One Page Project Overview

Business projects require a great deal of information to be present in their review. Usually, a project overview is quite lengthy and ends up consuming several pages. It takes a lot of time to fully analyze such a long overview document for a project. Therefore, you need our investor ready one page project overview. The main purpose behind this service is to enable your project to be displayed in a convenient and analytical manner for presenting it to your investors. Moreover, our experts can condense all the essential details of your project and arrange them in a highly presentable and readable manner into one page. That way, you can be on top of your project while being able to impress your investors at the same time.

Pro Forma Statement of Financial Position

There are a lot of formalities when it comes to the finances of a business. And to present your financial position, you need your Pro forma statement of financial position prepared by a financial expert. These statements are also referred to as balance sheets. And their purpose is to enlist and forecast the financials of your business for a specific time period. Our financial experts prepare your Pro forma statements and income statements. These financial statements offer a clear picture of your business finances, crucial for attracting angel investors and business partners.

Proforma Statement- Business Solution
Cashflow Analysis-Business Solution

Cashflow Analysis

When you want to win an investor or a lender, all you need is a meticulously done cash flow analysis. A professional cash flow analysis is one that covers every aspect of your business. If you want to grab the attention of your investors, there is nothing better than to choose Oak Business Consultant for a professional cash flow analysis.

This is a complete 360-degree review for your Business Plan where one professional will be assigned for you who will study, examine, review, re-write and provide a comprehensive report about the strengths and weaknesses of your business plan. You can contact the Analyst anytime you want and will be responded in minutes.


You can find a lot of business solutions and services providers on the internet easily. But if you are looking for a service that stands out from the rest, Oak Business Consultant is the one for you. Our business solutions are backed by decade-long experience and hard-earned skills. We have financial experts that also have specific expertise suitable for many small businesses. And all of this comes at a very reasonable price. The best part about our business solutions is that they can be customized as per your requirements while also being easily affordable for you. Here are a few things that really draw a line between us and our competitors.

Value For Money

We ensure that our service matches your needs, offering solutions that provide real value for your investment.

Result-Oriented Approach

Our success is measured by the results we produce. We focus on generating outcomes that promote your successful business.

Extended Customer Support

We offer comprehensive after-sales support to answer all your future queries. We can also assign a trainer or a financial expert that can take care of your future queries as well.


Dedicated Teams

Each member of our team is an expert in their specific field, ensuring high-quality, dedicated service.

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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