Struggling to keep your finances on track? Our full time CFO consultants handle cash flow management, budgeting and forecasting, and financial reports, so small businesses can focus on growth. Get expert guidance from a Chief Financial Officer who understands your business and delivers real results.
We support startups, SMEs, and growth-stage businesses with full time CFO consultants who manage your financial operations and strategy.
Monitor cash flow, handle banking, and manage capital to ensure your financial stability.
Deliver accurate financial statements and custom reports for compliance and insight.
Build budgets, forecasts, and financial models to guide planning and strategic decisions.
Provide financial expertise, advise on financial strategy, and align spending with goals.
Implement accounting systems, maintain ledgers, and manage transactions efficiently.
Handle tax filings, ensure regulatory compliance, and provide tax advice.
Support M&A activities, business valuations, and investor-ready financials.
Analyze expenses, identify cost savings, and enhance revenue streams without risking growth.
Deliver dashboards and financial metrics tailored to your business and KPI tracking.
Provide financial guidance, strategic counsel, and continuous support for rapid growth.
Our CFOs conduct a thorough financial audit, evaluate your existing processes, and identify gaps in cash flow, budgeting, or investor relations.
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.
We track performance metrics, adjust strategies, and ensure your business meets regulatory standards and investor expectations.
At Oak Business Consultant, we combine hands-on financial expertise with practical CFO services to help small businesses succeed. Our full-time CFOs act as strategic partners, ensuring accurate reporting and reliable financial planning.
Services deliver results while keeping your investment reasonable.
Focus on outcomes that drive revenue growth and financial success.
Receive ongoing guidance and support beyond project completion.
Specialized financial professionals manage your financial operations carefully.
Our CFO consultants provide actionable financial advice for startups and SMEs.
We commit to accuracy, detailed financial analysis, and high-quality service.
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.
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.
Dani Shahfeh
Founder & CEO
Services: Financial Advising & Planning ,
Financial Consulting
Industry: Financial Services
Their ability to translate complex financial concepts into actionable insights made a real difference.
Marcus Robinson
Founder & CEO
Services: Business Consulting
Industry: Financial Services
Our whole team is very pleased with the deliverables.
Elena Petrunina
Founder & CEO
Services: Financial Consulting
Industry: Financial Services
All milestones and deadlines were respected.
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.
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!!!
We take care of cash flow management, budgeting, and financial planning so you can focus on growing your business. Work with our full-time CFO consultants to make smarter financial decisions and stay ahead.
A part-time CFO oversees financial operations, cash flow management, and budgeting without being a full-time hire.
We manage your financial operations, cash flow, budgeting, and reporting so your business can grow with confidence.
We design long-term financial plans, optimize capital structure, and provide strategic financial counsel tailored to your business goals.
Yes, we prepare financial projections, budgets, and models to guide your decisions and ensure proper cash flow management.
We assist with business valuations, due diligence, investor-ready financial reports, and capital management to make M&A activities smooth.
We analyze financial data, implement cost savings, and improve financial controls to strengthen your operations.
We manage tax filings, SEC filings, and other regulatory obligations, providing clear financial guidance to keep your business compliant.
Yes, we provide financial expertise, handle cash flow management, and guide strategic investments for startups, SMEs, and growth-stage businesses.
Our full-time CFOs dedicate themselves exclusively to your business, managing all financial operations. Fractional CFO services provide part-time or project-based support.
We implement accounting systems, maintain accurate financial statements, create dashboards, and track key financial metrics for better decision-making.
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