16 Years of Excellence: The Journey of Oak Business Consultant Since its inception in 2008, Oak Business Consultant has delivered excellence in financial consultancy, business planning, and corporate services. The...
Special Purpose CFO Services to Ease Your Workload
Making quick and smart decisions is super important. Oak Business Consultants helps with this through our special purpose CFO services, making financial decisions easier for business owners with many projects.
Custom Project-based CFO Solutions for Your Needs
At Oak Business Consultants, we know the financial challenges of building a business. Our special purpose CFO services give you the best value for your money and are customized to meet your needs, offering great strategic planning and cash management strategies.
Get Expert Analysis for Financial Project Management
The quality of financial services greatly affects business growth. Choosing our special purpose CFO gives you access to strategic insight and expert financial operations backed by extensive experience. Our part-time CFO helps with financial decisions, aligns with your business goals, and supports strong financial planning for your future.
Our 3 Steps Towards Your Business Success
Identifying the Problem
If your business isn’t hitting its financial goals or other financial operations aren’t going well, we can help. Our experienced team can spot financial problems quickly, saving you the hassle.
Creating the Perfect Strategy
After finding the problem, we focus on making a solid financial plan. With our extensive experience in financial planning, our CFOs can handle even the toughest situations and provide strategic insight.
Delivering Successful Outcomes
Results matter. At Oak Business Consultants, we measure success by our happy clients. Our special purpose CFOs set clear goals and only move forward when they’re met, ensuring the best financial decisions for your business.
What Can Our Special Purpose CFO Do for You?
Our special purpose CFO helps your business grow with reliable insight. We’ve worked with hundreds of businesses, including larger companies, to ensure your financial forecasts are on point. Our experience supports your long-term goals.
Company Valuation
Assess your company’s worth with our special-purpose CFOs for critical decision-making and compliance purposes. Our expert financial guidance ensures accurate evaluations.
Expert Opinion
Get valuable insights from our CFOs for your business decisions and compliance needs. Our project-based CFO services provide the expertise you need.
Special Tasks
Handle complex financial systems smoothly with our CFOs, a non-traditional and attractive alternative. We excel in financial project management, making your operations more efficient.
Preparation of Reports
Prepare comprehensive reports with our special purpose CFOs, providing a clear view of your financial health and budget performance. Our expert financial guidance is essential for financial planning.
Voices of Victory: Client Testimonials of Triumph
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 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.
Denver Maloney
CEO
Services: CFO Services, Market Research
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!
Lars Narfeldt
COO
Services: 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.
Emma Sánchez Andrade Smith
Co-Founder
Services: Financial Model, Financial Forecasting, Pitch Deck & Market Research
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!! 🙂
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
Sadaf and her team are really helpful and hardworking, would recommend them for any concrete tasks you may need help with in your organization.
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
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.
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!!!
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 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.
Denver Maloney
CEO
Services: CFO Services, Market Research
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!
Lars Narfeldt
COO
Services: 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.
Emma Sánchez Andrade Smith
Co-Founder
Services: Financial Model, Financial Forecasting, Pitch Deck & Market Research
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!! 🙂
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
Sadaf and her team are really helpful and hardworking, would recommend them for any concrete tasks you may need help with in your organization.
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
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.
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!!!
Multiply Your Profits with Oak’s Financial Guidance
Hire our project-based CFO to manage your finances, budgeting, and business planning without needing a full-time hire. Save costs and multiply your profits with expert financial project management and guidance on mergers, acquisitions, and capital-raising strategies.
BASIC Most Popular$900
- Time avaiability - 8 hours Per Month
- Project Management - Only emails
- Reporting - Weekly
ADVANCEMost Popular$1500
- 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
Popular
COMPREHENSIVEMost Popular$2500
- Time avaiability - 14 hours Per Month
- Project Management - Slack, Trello, Whatsapp, Skype, Monday etc
- Customer Service - 24/7
- Web Developer
- Marketing
- 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 special purpose CFO is an expert who helps manage your company’s finances, budgeting, and planning on a part-time basis. They provide expert financial guidance and focus on financial project management.
They handle financial tasks, give advice on strategic decisions, and help with special projects, saving you money and boosting profits.
We handle financial tasks, give advice on strategic decisions, and help with special projects. Our project-based CFO service saves you money and boosts profits.
We have experienced CFOs who provide valuable insights and expert analysis, helping your business grow and succeed. Our project-based CFOs specialize in financial project management.
Yes, they have the expertise to handle mergers, acquisitions, and capital-raising strategies. Our project-based CFOs position your business for growth.
You only pay for the services you need, avoiding the high costs of a full-time CFO while still getting expert financial management and guidance.
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