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Browse by Categories, Browse by Industry, Financial Excel Template, Free Tools and Template, SaaS Industry, Services, Services/ Consulting, Startup
SaaS Finance Leadership Cost-Benefit Analysis
$0While the potential annual cost savings are significant, the true SaaS finance leadership ROI lies in the “unlocked” value. A fractional CFO doesn’t just manage cash; they accelerate growth. By…
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Month-End Close Acceleration Guide
$0Our guide highlights specific financial close optimization for SaaS tactics that produce the biggest ROI. For example, moving to GL coding at the point of submission for employee expenses can…
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Browse by Categories, Browse by Industry, Consulting Business, Financial Excel Template, Free Tools and Template, SaaS Industry, Services, Services/ Consulting, Startup
SaaS CFO Readiness Checklist
$0Moving your company toward Series B financial readiness requires more than just revenue; it requires subscription economy compliance and a professional investor-ready financial narrative (MD&A). This checklist provides the scoring…
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Artificial Intelligence Industry Solutions, Browse by Categories, Browse by Industry, Consulting Business, Financial Excel Template, Free Tools and Template, SaaS Industry, Services, Services/ Consulting, Startup
SaaS Finance 5-Gap Diagnostic Tool
$0This SaaS financial health assessment is a specialized Excel/Google Sheets template that serves as a “command center” for your financial operations. It isn’t just a spreadsheet; it’s a SaaS metrics…
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SaaS CFO Content Strategy Tracker
$0Social platforms have changed. Engagement velocity in the first two hours now determines reach more than total follower count. That’s why this tracker includes first-2-hour engagement tactics for LinkedIn company…
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Artificial Intelligence Industry Solutions, Browse by Categories, Browse by Industry, Financial Excel Template, Free Tools and Template, Services, Startup
AI Finance Automation Checklist Tool
$0Accelerate your digital transformation with the AI Finance Automation Checklist. Designed for CFOs and RevOps leaders, this comprehensive finance AI implementation roadmap helps you transition from manual reporting to a…
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SaaS Revenue Recognition Checklist Tool
$0Our checklist is structured around the core revenue recognition 5-step model, ensuring no detail of your customer arrangements is overlooked. By using this SaaS revenue recognition policy template, you can…
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SaaS Metric Framework Template
$0Stop guessing what investors want to see. Whether you need a Template to calculate LTV CAC and payback period or a full SaaS financial template for Series B pitch, this…
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Browse by Categories, Browse by Industry, Consulting Business, Consulting Business Financial Model, Deals, Financial Excel Model, Financial Excel model Valuation Templates, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, financial model, Financial model excel template, financial modeling, KPI Dashboard Excel, Services, Services/ Consulting, Services/ Consulting Financial Model
Advanced LBO Financial Model Template
Original price was: $250.$150Current price is: $150.Evaluate complex Leveraged Buyouts (LBOs) confidently using this Advanced Financial Model Template. It features detailed historical analysis, debt and capital structure setup, dynamic forecasting, comprehensive investor returns (IRR/MOIC), and sensitivity…
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Consulting Business, Consulting Business Financial Model, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, Free Tools and Template, Logistic Industry Solutions, Retail Industry Solutions, Services/ Consulting, Services/ Consulting Financial Model, Startup Financial Model
Inventory and COGS Excel Spreadsheet
$0The Inventory and COGS Spreadsheet is an easy-to-use Excel tool for managing stock, purchases, and sales. It tracks inventory movement over time, calculates COGS automatically, and highlights reorder needs. Ideal…
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Amortization and Depreciation Schedule Template
Original price was: $120.$50Current price is: $50.The Amortization & Depreciation Schedule Template is an easy to use Excel tool that automates monthly depreciation and amortization for fixed and intangible assets. With editable 60-month terms, built-in formulas,…
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Services
Restaurant Bookkeeping Services
Price range: $1,500 through $4,000Tired of late nights reconciling POS reports and payroll? Our restaurant bookkeeping services cover daily transactions, tax filings, and weekly cash-flow forecasts, so you can focus on the dining experience.
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Services
Construction Bookkeeping Services
Price range: $1,500 through $4,000We specialize in construction bookkeeping built around your operational flow, project timelines, and reporting needs. We improve cash flow management, deliver precise project profitability insights, and provide detailed financial forecasting…
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Services
Business Valuation Services
Price range: $1,000 through $2,000Our Business Valuation Services provide accurate, insightful evaluations of your company’s worth, helping you make informed decisions about growth, investment, or exit strategies. Whether preparing for a sale, securing funding,…
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Browse by Categories, Browse by Industry, Business Plan, Deals, Services/ Consulting, Services/ Consulting Business Plan, Startup, Startup Business Plan
Lawn Service Business Plan Template
Original price was: $200.$120Current price is: $120.Developing a lawn service business plan isn’t just about meeting requirements—it’s about setting your business up for long-term success. This template offers a clear structure to guide you through every…
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Browse by Categories, Browse by Industry, Digital Budget Planner, Financial Excel Model, Financial Excel model Valuation Templates, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, financial model, Financial model excel template, financial modeling, KPI Dashboard Excel, Manufacturing, Market Research, Market Research, Startup, Startup Financial Model
Solar Panel Manufacturing Plant Excel Financial Model Template
Original price was: $190.$114Current price is: $114.The Solar Panel Manufacturing Plant Excel Financial Model is a user friendly and fully customizable tool designed to streamline financial planning and analysis for solar panel production businesses. It generates…
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Automotive Industry Financial Model, Browse by Categories, Browse by Industry, Financial Excel Model, Financial Excel model Valuation Templates, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, financial model, Financial model excel template, financial modeling, KPI Dashboard Excel, Logistic Industry Solutions, Market Research, Services, Services/ Consulting, Services/ Consulting Financial Model, Startup, Startup Financial Model
Freight Forwarding Excel Financial model
Original price was: $190.$114Current price is: $114.Creating a robust Excel financial model for a freight forwarding business is essential for gaining investor confidence and guiding strategic decisions. This model provides a detailed framework for forecasting revenue,…
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Browse by Categories, Browse by Industry, Business Plan, Logistic Industry Solutions, Services/ Consulting, Services/ Consulting Business Plan, Startup, Startup Business Plan
Freight Forwarding Business Plan Template
Original price was: $200.$120Current price is: $120.Our Freight Forwarding Business Plan Template is a must-have resource tailored for professionals in the freight forwarding and logistics industry. Whether you are starting a new business or scaling an…
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Browse by Categories, Browse by Industry, Business Pitch Deck Template, Business Pitch Deck Template Canva, Editable Pitch Deck, Logistic Industry Solutions, Online Pitch Deck, Pitch Deck, Pitch Deck Canva, Pitch Deck Template, Printable Pitch Deck, Startup, Startup Pitch Deck Template
Freight Forwarding Pitch Deck Template
Original price was: $30.$18Current price is: $18.Oak Business Consultant presents the “Freight Forwarding Pitch Deck Template,” tailored for startups in the logistics sector. This streamlined template addresses your business challenges and solutions, offering in-depth market analysis,…
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Browse by Categories, Browse by Industry, Business Plan, Editable Pitch Deck, Financial Excel Model, Financial Excel model Valuation Templates, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, financial model, Financial model excel template, financial modeling, Food Industry, Food Industry Excel Financial Model, Franchises, KPI Dashboard Excel, Market Research, Market Research, Online Pitch Deck, Pitch Deck, Pitch Deck Canva, Pitch Deck Template, Printable Pitch Deck, Restaurant, Restaurant Business Plan, Restaurant Financial Model, Restaurant Franchises, Restaurant Pitch Deck Template
BurgerFi Franchise Model
Price range: $25 through $619Presenting Oak Business Consultant’s complete Business Toolkit for prospective BurgerFi franchisees. This all-encompassing toolkit includes an Excel Financial Model, a captivating Pitch Deck, a detailed Business Plan, and in-depth Market…
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Browse by Categories, Browse by Industry, Financial Excel Model, Financial Excel model Valuation Templates, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, financial model, Financial model excel template, financial modeling, KPI Dashboard Excel, Services/ Consulting, Services/ Consulting Financial Model, Startup, Startup Financial Model
Pressure Washer Excel Financial Model Template
Original price was: $190.$114Current price is: $114.At Oak business consultant, we are experienced in making Financial model templates for a start-up or for organizations who want to expand their business. This Pressure Washer Excel Financial Model…
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Browse by Categories, Browse by Industry, Editable Pitch Deck, Online Pitch Deck, Pitch Deck, Pitch Deck Canva, Pitch Deck Template, Printable Pitch Deck, Startup, Startup Pitch Deck Template, Technology and Software, Technology Pitch Deck
CRM Software Pitch Deck Template
Original price was: $25.$15Current price is: $15.The Pitch Deck is essential for presenting your business idea to investors. It summarizes and explains your business idea to the viewers within a few minutes. From this CRM Software…
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Browse by Categories, Browse by Industry, Construction Company Pitch Deck, Construction Industry, Editable Pitch Deck, Online Pitch Deck, Pitch Deck, Pitch Deck Canva, Pitch Deck Template, Printable Pitch Deck, Startup, Startup Pitch Deck Template
Construction Company Pitch Deck Template
Original price was: $25.$15Current price is: $15.The Pitch Deck is essential for presenting your business idea to investors. It summarizes and explains your business idea to the viewers within a few minutes. From this Construction Company…
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Browse by Categories, Browse by Industry, Editable Pitch Deck, Online Pitch Deck, Pitch Deck, Pitch Deck Canva, Pitch Deck Template, Printable Pitch Deck, Services/ Consulting, Startup, Startup Pitch Deck Template
Laundromat Pitch Deck Template
Original price was: $25.$15Current price is: $15.The Pitch Deck is essential for presenting your business idea to investors. It summarizes and explains your business idea to the viewers within a few minutes. From this Laundromat pitch…
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Browse by Categories, Browse by Industry, Editable Pitch Deck, Health care Pitch Deck Template, Healthcare Industry Solutions, Online Pitch Deck, Pitch Deck, Pitch Deck Canva, Pitch Deck Template, Printable Pitch Deck, Startup, Startup Pitch Deck Template
Acupuncture Centre Pitch Deck Template
Original price was: $25.$15Current price is: $15.Designed to reflect your business passion, this editable template facilitates a compelling pitch to potential investors, increasing your chances of securing crucial funding. Impress your audience effortlessly with persuasive and…
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Browse by Categories, Browse by Industry, Financial Excel Model, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, financial model, Financial model excel template, financial modeling, Food Industry, Food Industry Excel Financial Model, KPI Dashboard Excel, Small Online Business Excel Financial Model Projection, Startup, Startup Financial Model
Breakfast Cereal Manufacturing Excel Financial Model
Original price was: $190.$114Current price is: $114.The Financial Analysts at Oak Business Consultant have made this complete and dynamic Breakfast Cereal Manufacturing Excel Financial Model Template for your financial planning needs. The model has a 5-year…
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Browse by Categories, Browse by Industry, Business Plan, Editable Pitch Deck, Education, Education Industry Business Plan, Education Industry Financial Model, Education Pitch Deck Template, Entertainment Industry, Entertainment Industry Business Plan, Entertainment Industry Financial Model, Entertainment Industry Pitch Deck Template, Financial Excel Model, financial forecasting modeling, Financial Forecasting Models, financial model, financial modeling, Franchises, KPI Dashboard Excel, Market Research, Market Research, Online Pitch Deck, Pitch Deck, Pitch Deck Canva, Printable Pitch Deck, Retail Business Plan, Retail Franchises, Retail Industry Financial Model, Retail Industry Solutions, Retail Pitch Deck Template, Toys Industry, Toys Industry Business Plan, Toys Industry Excel Financial Model, Toys Industry Pitch Deck
Hobby Town Franchise
Price range: $25 through $619Introducing Oak Business Consultant’s all-inclusive Business Toolkit for aspiring Hobby Town franchisees. This comprehensive toolkit comprises an Excel Financial Model, a compelling Pitch Deck, a meticulous Business Plan, and thorough…
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Browse by Categories, Browse by Industry, Business Plan, Deals, Healthcare Industry Business Plan, Healthcare Industry Solutions, Market Research, Services/ Consulting, Services/ Consulting Business Plan, Startup, Startup Business Plan
Medical Transportation Business Plan
Original price was: $180.$108Current price is: $108.Introducing Oak Business Consultant’s Medical Transportation Business Plan Template, crafted for budding ventures seeking investor interest. This comprehensive template offers detailed market analysis, industry insights, and competitive analysis to give…
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Browse by Categories, Browse by Industry, Deals, Financial Excel Model, Financial Excel model Valuation Templates, Financial Excel Template, financial forecasting modeling, Financial Forecasting Models, financial model, Financial model excel template, financial modeling, KPI Dashboard Excel, Retail Industry Financial Model, Retail Industry Solutions, Startup, Startup Financial Model
Retail Clothing Store Excel Financial Model Template
Original price was: $350.$210Current price is: $210.The Retail Clothing Store Excel Financial Model is handy and can efficiently anticipate the expected financial values by calculating the relevant Performance metrics and KPIs. It also includes 5-year financial…
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financial modeling
Tech Business Pitch Deck Template
Original price was: $25.$15Current price is: $15.Get funded with this investor ready tech pitch deck template. No blank slides, every slide includes example data for financial projections, market size, and competition. See exactly what investors want,…






























































