Pro Forma Statement Of Financial Position/ Balance Sheet - $200

Crafting Your Financial Pathway with Pro Forma Statements

Understanding the intricate dynamics of your business’s financial landscape is vital in formulating strategic decisions and securing future growth. Pro Forma Statements, often referred to as Pro Forma Statements of Financial Position or Balance Sheets, serve as your financial compass, charting the projected financial trajectory of your business. Let’s take a deep dive into the world of Pro Forma Statements, incorporating the crucial aspects of your financial documents like income statements and cash flow statements.


Understanding Pro Forma Statements

In the realm of accounting, Pro Forma Statements act as financial blueprints drawn from hypothetical situations. While they may seem just like your regular financial statements at a glance, their functionality is inherently different. These form the backbone of resilient business plans, enabling you to tackle unforeseen scenarios head-on. They serve as a trustworthy source for accurate financial forecasting, showcasing your future performance. These statements give an accurate picture of your business’s current assets, long-term assets, current liabilities, and long-term liabilities. By predicting the financial scenario over a span of 3 to 5 years, these statements equip you with the knowledge needed to make astute business decisions and meet financial obligations.

In essence, there are three primary types of Pro Forma Statements:

Pro Forma Statement Of Income

Pro Forma Statement Of Cash Flow

Balance Sheet

These distinct types of Pro Forma Statements work in concert to provide a comprehensive outlook of your business’s financial health.

pro forma statements by Experts

The Role of Pro Forma Statements in Decision Making

Amid the trinity of financial statements, a Pro Forma Statement of Financial Position emerges as the cornerstone. This balance sheet reflects your business’s financial strength, detailing your assets, liabilities, and shareholder equity. By predicting the financial scenario over a period of time, these statements equip you with the knowledge needed to make astute business decisions, manage your long-term debt, and meet financial obligations.

Winning Investor Confidence with Pro Forma Statements

Pro Forma Statements play a crucial role in impressing investors and venture capitalists. Our experts embed key financial details within these statements to convince investors of the potential profitability of their capital investment in your venture. We portray how you plan to use their funds, integrating factors such as future expenses, capital ratio, and your debt-to-equity ratio to present a credible financial picture.

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ideal cash flow analysis

Planning Future Growth with Pro Forma Statements

Pro Forma Statements link hypothetical scenarios with practical forecasts, enabling you to envision and plan your business’s growth. Oak Business Consultants guide businesses in the complex accounting process and methods in crafting their financial future, delivering accurate forecasts, and fortifying their financial standing. These documents allow a clearer view of your capital structure, cash inflows, and liquid assets, serving as a reliable tool for long-term investment decisions.

Demystifying Pro Forma Statements vs. Financial Budgeting

Pro Forma Statements and Financial Budgets often get mistaken due to their common goal – forecasting. But, while Pro Forma Statements act as predictors, financial budgets lay down the planning structure. However, your financial budget can be rooted in Pro Forma Statements as they often form the basis of strategic financial planning.

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Get Your Pro Forma Statement of Financial Position/Balance sheet

Comprehensive Pro Forma Services at Oak Business Consultant

With a vast range of services, Oak Business Consultant offer a complete spectrum of Pro Forma Statements: These four types are:

Pro Forma Statements For Annual Projections

Get a glimpse into your business’s financial health for the coming year, complete with financial ratios and financial reports.

Pro Forma Statements For Financing Or Investment

Show your potential investors the progress your business aims to make using the equity ratio and other crucial metrics.

Pro Forma Statements Based On Past Acquisitions

Understand the financial impact of previous decisions and the effect on your financial accounting.

Pro Forma Statements For Risk Analysis

Identify and manage potential business risks, understanding your current ratio and financial ratio analysis.

Our Requirements from you for Pro forma statements

Kickstarting your Pro Forma Statements journey with us is simple. We only need your sales projection for the same accounting period to start crafting your custom Pro Forma Statements. In addition, we offer professional financial modeling and business planning services. Whether you need a business plan created from scratch or require a professional review of an existing one, we have you covered. Lastly, we present a comprehensive executive summary that encapsulates your business’s financial landscape.

Embarking on the Pro Forma Journey with Us

Navigating the financial landscape can be challenging. Pro Forma Statements serve as your guiding light, providing a clear view of your business’s current and future financial performance. It empowers you to gain stakeholders’ trust and ensure your venture’s financial stability. Pro Forma Statements are your business’s annual report, providing comprehensive income information and accurately reflecting your fixed and financial assets. With our help, you can master financial decisions and have a solid grasp of your capital expenditures and revenue projections, leading to a common-size or consolidated balance sheet as per the equity method. We ensure the accuracy of the Statements of cash flows and regular income statements, resulting in a successful financing activity for your venture.


You can find a lot of business solutions and service 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 per your requirements while 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 financial expert to take care of your future queries.


Dedicated Teams

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

Experienced Business And Financial Consultants

Trust your business and financial consulting needs to seasoned professionals who deeply understand the industry landscape. Our team at Oak Business Consultants is backed by proven experience and boasts a high client and employee retention rate, reflecting our commitment to the value of people and their contributions.

Incredible Work Ethic

Going beyond merely meeting client instructions, we distinguish ourselves through exceptional service and robust work ethic. Recognized in the finance industry for our commitment to quality, our consulting services deliver superior results and offer a valuable and efficient experience worth your investment.

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!! 🙂

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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!!!


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