Customized Financial Model Services by Expert Financial Analyst

With 16 years of experience in building business plans, financial models, and pitch decks, Oak Business Consultant has become a trusted name in the industry. Our expertise covers a wide range of sectors, including SaaS, Retail, Healthcare, Oil and Gas, Real Estate, Blockchain, and Crypto Ventures. Our team of dedicated professionals is committed to providing customized financial modeling services to help businesses make informed decisions, attract potential investors, and achieve their goals.

Unlock Your Business Potential: Tailored Financial Modeling Services from Oak Business Consultants"

At Oak Business Consultant, we understand the importance of having accurate and reliable financial models to guide your business decisions. Our experience in various industries allows us to create tailored models that cater to your specific needs, incorporating key elements such as cash flow statements, market share analysis, and growth rates. By doing so, we help you make data-driven decisions and navigate the complexities of the business world, ensuring your company’s financial performance remains strong and sustainable.

Financial business consultant-CFO services

The qualities to look for in Financial Modeling are

Our team of experts at Oak Business Consultant has a veteran experience in the finance industry. Usually, that is why we can define our own set of principles when looking for the required qualities in a financial model.

As per our experts, two things make a financial model a good one:



And the best part is, you can get both the qualities in our financial models. In addition, we create the simplest and most accurate financial models for our clients. This is why we have so many repeat customers along with the new ones.
Expert Financial Modeling Services

Looking For A Financial Expert?

Do you want to hire a financial expert who can do financial modeling for your business or who can compile an abstract representation of your actual performing financial situation?

Are You Looking To Prepare A Financial Modeling?

Want to find out the best financial modeling strategies and an expert who can prepare such a financial model for your business?

Seeking For Professional Financial Modeling Services?

Are you also considering outsourcing your financial modelling services to a professional who can assist you in deducing finances and designing for you an effective roadmap with forecast income statements and projected cash flow statements?

Elements of Financial Models

A well-structured financial model should include several key components:

Income Statement Projections

Balance Sheet Projections

Cash Flow Statement Projections

Business Model and Historical Performance

Business models, historical performance, and revenue growth rates are other crucial components that should be incorporated into financial models.

Key Metrics and Financial Analysis

Additionally, financial models should include key financial ratios, break-even analysis, and valuation metrics, such as earnings per share, cash flow valuation, and future cash flows. Historical financials and financial forecasts provide a foundation for the dynamic model, which should be analyzed for cash outflows, costs, and expenses. Key metrics and a detailed analysis of the business unit are also essential for financial analysis.

Financial Service Consulting
Project Overview-Business Solution

Sensitivity Analysis and Hard-Coded Numbers

Sensitivity analysis and the use of hard-coded numbers help to evaluate the impact of different scenarios on the model’s performance.

Cost Structure, Payment Terms, and Addressable Market

Understanding the cost structure, payment terms and addressing the addressable market are other key factors that should be incorporated into financial models.

Top-Down and Bottom-Up Approaches

Top-down and bottom-up approaches can be used for financial market analysis.

Corporate Finance, Merger Models, and Debt Schedules

When evaluating the target company, corporate finance, merger models, and debt schedules should be considered.

Investors and Funding

Startup founders, private equity, angel investors, equity investors, and venture capital funding all have unique requirements and should be evaluated based on their specific needs.

Other Key Element

Other important elements to consider in financial models include churn rate, variable costs, investments in assets, market size, and direct labor costs.

Financial Model Elements such as Cost Structure, Payment Terms, and Addressable Market

Comprehensive Financial Models with Oak Business Consultant

At Oak Business Consultant, we ensure that our financial models are comprehensive and include all of these key components to provide our clients with a clear understanding of their business performance and help them plan for their term targets.

Accurate & Affordable business solution

Types of Financial Models for Startups and Venture Capitalists

As a leading financial consulting firm with over 15 years of experience, Oak Business Consultant specializes in developing dynamic financial models that help early-stage startups and venture capitalists in the fundraising process.

Our team of experienced financial professionals is dedicated to creating customized financial models that provide accurate financial projections and insights into future performance.

The qualities to look for in Financial Modeling are

At Oak Business Consultant, we specialize in various types of financial models that cater to the unique needs of startups and venture capitalists. These include:

Three-Statement Models

These models provide a comprehensive overview of a company’s financial performance through its income statement, balance sheet, and cash flow statement.

Discounted Cash Flow (DCF) Models

DCF models use future cash flows to estimate a company’s valuation, which is then discounted to the present value.

Merger and Acquisition (M&A) Models

M&A models evaluate the financial impact of a merger or acquisition and help companies make informed decisions about potential deals.

Leveraged Buyout (LBO) Models

LBO models are used to evaluate the potential financial returns of a leveraged buyout.

Budgeting and Forecasting Models

These models are designed to help companies plan their financial activities and estimate future financial performance.

Option Pricing Models

Option pricing models are used to determine the fair value of options, which can be used as part of a company’s financial strategy.

Financial Model Template: the spreadsheet that made Startups profitable

Explore our range of Financial Model Templates by clicking here, and gain access to our complimentary selection that can be tailored to your needs.

To begin, just select the desired Financial Model Template and download it for free!

Opting for a pre-existing Financial Model Template is often the most logical choice.

We strongly advise you to utilize a Financial Model Template from our collection rather than starting from the ground up.

Maximize your efficiency by taking advantage of this page’s free Financial Model Templates!

Financial Model Template: the spreadsheet that made Startups profitable​

Get Your Customized Financial Model!

How We Help Startups and Venture Capitalists

Our dynamic financial models provide startups and venture capitalists with the following:

Accurate Financial Projections

We create financial models from scratch, incorporating historical financials, current assets, and future expense projections to provide a detailed picture of a company’s financial performance.

In-Depth Company Analysis

Our financial models include detailed company analysis, incorporating key financial metrics and cash balances, to provide a comprehensive understanding of a company’s financial health.

Customized Models

We understand that every startup and venture capitalist is unique, which is why we create customized financial models that cater to the specific needs of each client.

Term Targets

Our financial models include revenue forecasts and investment cash flow projections, helping startups and venture capitalists plan for long-term targets.

Market Analysis

We analyze the market size, unit economics, and cost modeling to provide valuable insights into market trends and potential opportunities for growth.

Venture Capital Funding

Our financial models are designed to help startups secure venture capital funding by providing detailed financial projections that are attractive to potential investors.

At Oak Business Consultant, we believe that a well-structured financial model is crucial for the success of any startup or venture capitalist. By incorporating the best financial practices and utilizing the latest financial modeling techniques, we help our clients make informed decisions and plan for long-term success.

Steps of Our Financial Modeling Process

We follow accounting and international financial reporting standards for true and fair values for the company valuation, with the help of guiding rules from IFRS and accounting standards.

Initial Meeting

You can request a meeting, and our expert will contact you within 24 hours with a meeting link. Yes, it’s that simple.

Discussing the Inputs

We make all relevant INPUTS and ask the client to use them for a day. Also, the Inputs will be linked to all three statements.

Draft Online Model

The Financial Model is shared online via Google Sheets. The client can see and comment on all changes made every day.


The model is shared online, and once approved, our experts design the templates and add charts, graphs, and elements related to financial analysis.

Model Training

Once the financial model is finalized, our expert provides a one-day workshop on the effective utilization of the model.


Client satisfaction is our priority. Once the project is closed, we give 30 days of review service for small changes.

Tax Filling Process

Tools and Templates for Startups and Venture Capitalists

To cater to the diverse needs of startups and venture capitalists, Oak Business Consultant offers an extensive range of tools and templates, including:

  1. Customized financial model templates
  2. Business plan templates
  3. Pitch deck templates
  4. Industry-specific templates (SaaS, Retail, Healthcare, Oil and Gas, Real Estate, Blockchain, Crypto, Artificial intelligence, Automotive, Beauty Products, Consulting Financial Models, e-commerce, Education, Entertainment and gaming, Fintech, Startup, Business Valuation for VC, etc.)

Free Resources

As part of our commitment to supporting businesses, we provide a comprehensive list of free tools and templates that can be downloaded and used by startups and venture capitalists. These resources are designed to help you streamline your processes and make informed decisions.

Customized Financial Model Service Offerings

At Oak Business Consultant, our services go beyond just creating financial models. We offer:

  1. Custom-built financial models tailored to your business

  2. Consultation and guidance on industry best practices

  3. Periodic updates and model maintenance

  4. Scenario analysis and sensitivity testing

Tax Services Provider

Easy To Use

The model we design and develop for our clients is always easy to use. We include all Inputs in one sheet. When you want to make any changes to the financial model, you just need to fill in the inputs on the first sheet, and it will all fall into the right place.


In case you need extended support regarding the provided financial model, we already include a complete guide. But sometimes, customers need support beyond the written guides. So, we provide the contact details of our expert, who can guide you further and make things easier for you.

Financial Analysis

Our provided financial model includes an entire range of essential financial ratios. These financial ratios include sensitivity analysis, break-even analysis, revenue analysis, diagnostic tools, project evaluation, operational expense analysis, and investment tables.

Easily Editable

All formulae are unlocked, and that’s what makes it easily editable. You can remove or add any number of columns, cells and even more tables to the model we provide.

Let us help you achieve your business goals with our customized financial models and industry expertise.


In the ever-evolving world of business, your financial model isn’t just a spreadsheet; it’s a living, breathing entity that shapes your strategic direction. At Oak Business Consultants, we don’t just crunch numbers; we create financial narratives that resonate with your venture, your vision, and your industry.

Join us on this journey. Together, we’ll craft the financial story that propels your business to the pinnacle of success. Because at Oak, your financial mastery is our mission. Embrace the power of financial modeling in finance using Google Sheets, and let’s write your success story together.

Value For Money

You won’t regret our financial modeling subscription. Also, we always ensure that the project is concluded only when you are completely satisfied with what we deliver as the final product. And to make the service an overall comfort for you, we provide personal contact details along with a 30 days update service. Overall, it’s a great value for your hard-earned money.

We Care

Our experts are quick and responsive. Usually, you don’t get updates or revisions once the model is complete. But when you choose Oak Business Consultant, you choose a firm that values your concerns the most. Our clients always get full customer support even after their project with us ends. We also offer unlimited revisions till the client is completely satisfied.


Hardcore Practical Approach

When things are haphazard in your business, you need to have a financial expert that ensures a fully practical approach to finding the solution. That’s exactly where our financial modeling services come in. You can expect a hardcore practical approach from our financial expert for any kind of financial situation.

Add-On Services

Along with the financial models, we also provide a state-of-the-art financial research service. We fix accounting system issues and also prepare management reports. Not only that, but we can also take investor meetings on behalf of the business owners.

Monthly Reconciliation

If you are looking for the perfect compatibility between your business’s projected and actual performance, then our financial analysis and modeling are the right tools for you. We provide dynamic dashboards in order to reconcile all the strategies. This gives you an opportunity to keep track of the live progress of your finances.

Compliance With IFRS And GAAP

One of the important reasons our clients trust us with their financial models is our compliance with IFRS and GAAP. And our Financial Experts are qualified chartered accountants and ensure the model is built according to all the contemporary financial standards.

Get Your Customized Financial Model!

Essential Financial Modelling:

The Bedrock of Your Financial Journey

Ideal for early-stage startups or business owners in need of a sturdy financial footing, our Basic package offers a comprehensive financial statement model. 

This includes a detailed revenue forecast, cash flow analysis, conversion rates, and an understanding of your cash position. 

It’s a top-down approach designed to help you comprehend your cost structure, identify your path to profitability, and understand your accounts receivable. 

Consider it your Google Sheet compass in the challenging landscape of business finance.

Advance Financial Modelling:

Scaling New Heights with Precision

As you shift gears toward growth, our Advance package offers a deeper dive into the world of financial modeling. 

This 3-statement model service equips you with an advanced model of your financial statement, cash flow analysis, and forecasts, providing you with a precise view of your annual model. 

You’ll gain insights into your cash flow method, balance sheet, and income statement, allowing you to track sales growth, manage risk, and steer your venture towards success. 

It’s your roadmap to financial acumen, helping you navigate the twists and turns of your financial journe

Comprehensive Financial Modelling:

Your Masterplan to Financial Excellence

For businesses in the driving seat, our Comprehensive package is your sophisticated model to financial success. Designed for private equity firms and ambitious businesses, this service incorporates the elements of the Basic and Advance packages, but pushes the boundaries further.

From a detailed 3-statement model to cash flow valuation, this package serves as a comprehensive budget model with tabs specific to your needs. It includes rate modelling, scenario analysis, valuation, unit economics, and detailed industry-specific operational metrics. 

This package helps you understand your addressable market and market share, anticipate challenges, and make strategic decisions that drive business growth.

It’s the ultimate navigator for any business owner, focusing on cash outflows and financial metrics that really matter.

BASIC Most Popular$2000

  • Time Scable Days - 10 days
  • Revenue Model
  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Financial Analysis Report
  • Startup Cost
  • Break Even Analysis
  • Number of Revision - One
Choose Plan

ADVANCEMost Popular$3000

  • Time Scable Days - 25 days
  • All services from the Basic package
  • Project Evaluation
  • Scenario Analysis
  • Dashboard
  • Account Receivable
  • Account Payable
  • Loan Amortization
  • Number of Revisions- Minor Specifications
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.

Dana Todd -Balodana LLC

Dana Todd

Founder & CEO

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.




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


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


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


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

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


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


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


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!!!


CEO & President


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