Years of Excellence: Celebrating 16 Years of Oak Business Consultant’s Journey Since its inception in 2008, Oak Business Consultant has delivered excellence in financial consultancy, business planning, and corporate services....
Get Full-Time CFO Services
Full-time & Fractional CFO Services for Better Management
Grow your small business with our fractional CFO consulting. Our experts make your financial processes easy and keep you on top of trends. Get expert financial management at a fraction of the cost—then scale with a full-time CFO when you’re ready. We help businesses manage cash flow, optimize budgets, and drive profitability with strategic CFO services.
Worried About Cash Flow Gaps? Our Full-time CFO Services Can Help
At Oak Business Consultant, our fractional CFO can fine-tune your cash flow analysis, optimize spending, and maintain financial stability. We use advanced financial analytics to spot trends in your inflows and outflows, optimizing spending and guiding data-driven decisions. As your needs grow, our full-time CFO option is ready to scale with you—ensuring consistent, expert-level financial management at every stage.
Cut Down Costs, Not Quality: Expert CFO Services
Cost-Effective Solution
Choose from our fractional CFO services or transition to a full-time CFO. We offer custom packages to fit both small businesses and large enterprises, ensuring you get the right level of financial expertise at the right cost.
Comprehensive Insights
Make informed business decisions with in-depth insights for strategic planning. Our fractional CFO consulting keeps you updated with the relevant metrics.
Experienced Full-time CFO
Our full-time CFOs have vast financial expertise and experience in multiple industries, offering top financial guidance to help your business grow.
How Can A Full-Time CFO Contribute To Your Success?
Whether you need a fractional CFO for immediate, flexible support or a full-time CFO for ongoing strategic
leadership, here’s how our services transform your financial operations.
Training
Get financial expertise and training for your finance team as part of our fractional CFO consulting for better efficiency and informed decisions.
Strategic Recommendations
Access valuable financial guidance and optimal financial strategies for tough decisions through our CFO services.
Manage All Finance-Related Functions
With years of experience, our financial experts handle all financial operations so you can focus on your core business activities.
Skill Development Training
Train your team with our full-time CFOs, boosting your team’s financial management skills and overall productivity.
Business Planning And Budgeting For The Company
Get help with strategic and financial planning to keep your business on track for success by our CFOs.
Review And Implement Financial Policies
Ensure your business stays compliant by regularly reviewing and updating financial policies with valuable guidance.
Attend Meetings
Conduct regular meetings with your finance team and our full-time CFO to discuss performance and address concerns.
Internal Audit
Our full-time CFO conducts regular internal audits, ensuring financial transparency and smooth everyday operations.
Provide Resources Where Necessary
Get the necessary financial resources for making informed and strategic business decisions.
Prepare Accounting Process Manuals
Create customized accounting process manuals to ensure consistent and high-quality financial management with our fractional CFO consulting.
Investor & Stakeholder Relations
Understand your company’s finances clearly through our CFOs, including investor-ready financial packages and pitch decks prepared specifically for your needs.
Compliance & Risk Management
Stay ahead of regulatory demands as we ensure your financial practices are transparent and compliant.
Handle Complex Financial Communications with Our
Full-Time CFO Consulting Services
Improve Your Financial Communication
Collaborate with advisors, auditors, and potential investors by using the strategic expertise of our CFO team.
Optimize Contracts and Cost Structures
Our CFOs structure vendor and client contracts for better cash flow and profitability.
High-Value Yet Cost-Effective
Whether fractional or full-time, we align services with your budget and growth trajectory, ensuring you pay only for the expertise you need.
Deep Financial Expertise
From advanced forecasting to financial modeling, our CFOs guide data-driven decisions for sustainable success.
Three Steps To Secure Your Business Success With
Reliable CFO Services
Step 1: Problem Statement
Our CFOs conduct a thorough financial audit, evaluate your existing processes, and identify gaps in cash flow, budgeting, or investor relations.
Step 2: Create the Perfect Strategy
We use proprietary financial models and real-time dashboards to outline a strategic plan that covers everything from cash flow forecasting to long-term growth projections.
Step 3: Ongoing Monitoring & Reporting
We track performance metrics, adjust strategies, and ensure your business meets regulatory standards and investor expectations.
Why Choose Oak Business Consultant For
Full-Time CFO Consulting
We create accurate financial reports and handle every detail. Our experienced professionals file your taxes correctly and fix any errors. Save time and attract stakeholders with our dedicated fractional CFO services.
Value for Money
Our services deliver solid value, ensuring your investment is well-spent.
Result-Oriented Approach
We prioritize results, helping your business succeed.
Extended Customer Support
Get after-sales help, including expert advice for your future needs.
Dedicated Teams
Our experts specialize in their fields, providing focused, high-quality service.
Experienced Consultants
Rely on Oak pros who understand business needs and challenges.
Incredible Work Ethic
We are known for our commitment to quality and outstanding services.
Stay Compliant and Credible
Our CFOs bring knowledge of IFRS/GAAP standards, local regulations, and industry-specific compliance to ensure your finances meet every requirement.
Voices of Victory: Client Testimonials of Triumph
Manny Henson
Founder & CEO
Services: Financial Modelling and CFO services
Industry: Financial Services
I was surprised at how quickly Oak Business Consultant was able to learn about my niche industry.
Dana Todd
Founder & CEO
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.
Andrina
Founder
Services: CFO Services, Market Research
Industry: Beauty Products and Manufacturing
No amount of praise can do justice to the quality of Oak Business Consultant’s CFO services. Their dedication to clients is truly unmatched. I entrusted them with two complex accounts, and everything was handled with a high level of professionalism and accuracy, without a single misstep
Denver Maloney
CEO
Services: CFO Services, Market Research
Industry: Healthcare
It has been a pleasure working with the Oak Business Consultant team. Their insight and support have helped me gain a clearer understanding of key financial decisions. When it comes to my CFO needs, I have complete confidence in Oak.
Lars Narfeldt
COO
Services: Investor-Ready Document Services
Industry: Real Estate
This was our first time working with Oak Business Consultant, and the experience was seamless from the start. The team quickly understood our objectives and adapted to our working style with impressive flexibility. They remained patient through evolving deliverables, consistently met our expectations, and provided valuable suggestions to enhance project efficiency. Highly skilled and a pleasure to collaborate with.
Emma Sanchez Andrade Smith
Co-Founder
Services: Financial Model, Financial Forecasting, Pitch Deck & Market Research
Industry: Fintech
The Oak Business Consultant team went above and beyond our expectations. Their quality of work was outstanding, and their responsiveness made the entire process seamless. They were highly engaged, quick to deliver, and always available when we needed support — even spending time on in-depth calls to walk through our financials and brainstorm solutions in real time. Incredibly talented professionals — working with Oak is a decision we’d make again without hesitation.
Sufian Chowdhury
Founder & CEO
Services: Startup Saas Financial Model, Market Research
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!
Stephanie Skourti
Co-Founder
Services: CFO Services, Market Research
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.
Luisa Silva
Co- Founder
Services: CFO Services, Market Research
Industry: Health Care
The Oak Business Consultant team is incredibly supportive, diligent, and results-driven. Their ability to take on concrete, high-impact tasks and deliver with precision has been a real asset to our organization. I would confidently recommend them to any business seeking dependable financial and strategic support.
Lalit Vidhani
Consultant
Services: Financial Model, Business Plan, Pitch Deck & Market Research
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.
Stacey Powell
CEO
Services: Cash Flow Analysis Tool
Industry: Consulting Firm
The Oak Business Consultant team demonstrated exceptional expertise in Excel and financial data management. They took a complex set of accounting reports from my client and successfully integrated them into an existing spreadsheet framework with minimal direction. Not only was the task completed efficiently, but the final product was enhanced with pivot tables and visual dashboards. I look forward to working with them again for future financial analysis and reporting needs.
Sabeen Ali
Founder
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.
Ramin Heydari
CEO & President
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!!!
Get Our Full-Time CFO Service and Multiply Your Profits Today!
Our fractional CFO service handles financial activities, planning, and strategies to achieve your business goals. Start saving time and resources with a solution that’s as committed to your success as you are!
BASIC Most Popular$550
- Time avaiability - 8 hours Per Month
- Project Management - Only emails
- Reporting - Weekly
ADVANCEMost Popular$1100
- Time avaiability - 12 hours Per Month
- Project Management - Slack only
- Customer Service - Only Monday
- Implementation of software - Partial
- Reporting - Weekly
- Due diligence prep and management
COMPREHENSIVEMost Popular$2500
- Time avaiability - 14 hours Per Month
- Project Management with BudegtingÂ
- Customer Service - 24/7
- Custom Reporting
- Outsourcing Finance Functions
- Annual Meeting
- Access to Website Template
- Implementation of software
- Access to our Data Library
- Reporting - Daily
- Due diligence prep and management
frequently asked question
A Full-Time CFO manages your company’s finances, including budgeting, planning, and financial reporting.
They provide expert financial advisory services, create strategies for future growth, and handle all financial tasks, freeing up your time.
We offer fractional CFO services that provide cost-effective, customized financial solutions for your business. Our fractional CFO services also offer the same level of expertise as our full-time solutions, focusing on optimizing cash flows and improving financial stability.
Our Full-Time CFO services start at $550 per month, with different packages to suit your needs.
Yes, our CFOs ensure accurate tax planning filing and resolve any discrepancies in your financial records.
A Full-Time CFO helps streamline your financial processes, saves you time, and attracts genuine stakeholders with accurate financial reports.
Curious! Get in touch
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