WHO IS A SPECIAL PURPOSE CFO?

Running several projects at a time can add quite a lot of extra load on the existing CFO. In such cases, there is a need for a special purpose CFO. A special purpose CFO is a person that can be hired by any business as an external financial officer. This financial officer is responsible for fulfilling all the requirements of the running projects. It is also possible to hire a CFO and then initiate any projects after mutual discussion. OAK business consultant provides every business with the opportunity to avail an external CFO that can single-handedly manage all the aspects of the special purpose projects.

Free from all constraints, we bring you one of the best CFO options – Special Purpose CFO. A special purpose CFO, as the name suggests, can be assigned to the most complex financial tasks of your business. Also, when we recommend this option to our clients, we make sure they receive the most experienced and skilled person from our team of financial experts.

OUR 3 STEPS TOWARDS YOUR BUSINESS SUCCESS

Here Are Our Three Steps That Ensure You Always Get The Best.

Problem Statement

The first step is the identification of the problem. Whether your business is not making progress in terms of revenues or other financial operations are not going as you wanted, we are here for you. Also, our experts help you identify the problems in your finances based on years of experience managing finances so that you don’t have to worry about it at all.

Defining the right strategy

Right after the problem(s) is/are identified, we move towards defining a thought-out strategy for your business. Since we have been in the finance management industry for a long time, we have quite a grip on strategic planning. No matter how difficult a scenario is, our CFOs always find a way around it and make things easier for our clients.

Delivering the results

It all comes down to delivering the final results. That is to say, OAK Business Consultant believes in results. We only count our success based on the number of satisfied clients. While most of the financial service providers will tell you that they did what was best and they are not responsible for the results, we have our own way of doing things. Our full time CFO does not rely on only the efforts. They have their target in mind, and only once that target is achieved then they move forward towards the next problem in your business.

HERE IS WHY YOU NEED TO OUTSOURCE A SPECIAL PURPOSE CFO?

There are many small businesses that thrive on outsourced financial services. Many factors come into account for outsourcing your company’s financial services. These factors may be affordability, organized management, or especially the hunt for the most professional financial services. If your business also has the requirement for a fully professional, top-of-the-line CFO, then there is nothing better than OAK business consultant’s special purpose CFO service. The only service out there that is affordable, highly professional, and well organized. Here are a few more advantages to outsource a special purpose CFO.

Worry-free Financial Management

Are you tired of running after the accountants as the month reaches the end? If yes, then you may be in need of a professional outsourced CFO service. Where you don’t have to worry about a single task that is related to finance. From day to day bookkeeping to generating accurate and meticulous financial reports, your finances are well taken care of.

Unified Data with secure Backup

Once you choose to outsource your CFO service to us, all your important financial data is super safe and secure. You also choose your finances to be managed well in time and in an organized manner. We keep every important detail in one place, so you never have to miss out on anything critical. Not only that, but you also get relief from secure backup with our CFO services. Any time of the year when you need to see all the history, you get it in no time.

Spontaneous Feedback &
Corrective Measures

Let’s say you are not very satisfied with the service we provide, which has never happened to date, but let’s assume the worst-case scenario. In that case, since you are subscribed to a highly professional service, you can always consider giving us your valuable feedback for the service. And before you even think about anything else, our representative will come in contact with you and resolve all your problems with the required corrective measures.

SO WHAT CAN A SPECIAL PURPOSE CFO HELP YOU WITH?

1  Additional Resources

2  Work With Your Team

3  Expert Opinion

4  Attend Meetings

5  Special Tasks

6  Reporting

IDEAL SCENARIOS

Company Valuation

Company Valuation – Many companies require valuation for selling, seeking loan or going public. With lack of expertise, they are not able to properly value their business. Our Special Purpose CFOs are expert in Company valuation and can accurately calculate your business.

Software Implementation

Software Implementation – Some companies find it difficult to implement special software. For example, implementing Oracle Financial Suite. You can book special purpose CFO to ensure the implementation is smooth and all relevant reporting has been done.

Preparation Of Reports

Preparation of reports – You can book our special purpose CFO for Business and Financial Plans, audit reports, financial analysis and reviewing your current financials.

SOME FEATURES OF OUR SPECIAL PURPOSE CFO SERVICE

No One Wants A Service That Has All The Same Features As Others. In Order To Be The Best, We Present The Following Features When You Select Our Special Purpose CFO Service.

Cost Effective Full time CFO

We know and understand that hiring a full-time CFO can be very costly for a small business. We also started out with a similar low cost budget and that is why we can understand the importance of cost effective services. When you choose OAK business consultant for an outsourced CFO service, we make sure that you get the best price package out there. We also have the option to make custom packages for our esteemed clients. That way, no one can leave empty handed from our platform.

Comprehensive Insights

Do you want to know how your business will do after launching a certain product or service? Well, in that case, you are lucky to have OAK’s full-time CFO service around. Outsourced CFO professional services from OAK Business Consultant go beyond simple finance and accounting solutions. In fact, we deliver comprehensive insights for strategic planning.

Vast Experienced
Full time CFO

When we talk about delivering the best financial services, it is not possible to omit the talk of the experience. All financial services that can really affect your business in a positive way must come from a veteran source. And that is exactly what you get when you choose our permanent CFO service. Our vast experience allows us to intuitively make plans that ensure that your business experiences optimal growth.

Hire A Special Purpose CFO &
Multiply Your Profits Now!

The Special Purpose CFO has primary responsibility for managing and running the financial activity, implementation, budgeting, business planning, forecasting and negotiations. This CFO also directs a company’s objectives, financial goals, and effective strategies. If you hire a special purpose CFO, he will assess and manage financial risk and oversee the company’s investment of funds. Along with all that, your CFO will also supervise accounting transactions, cash flow management activities, deal with mergers and acquisitions and implement capital-raising strategies to support a business’s expansion. Did you guess what we are talking about yet? That’s right. We are talking about saving you so many costs and multiplying your profits.

Packages

Basic

$500

Per Month

Advance

$1000

Per Month

Comprehensive

$1500

Per Month

Time avaiability
8 hours Per Month
12 hours Per Month
14 hours Per Month
Project Management
Only emails
Slack only
Slack, Trello, Whatsapp, Skype, Monday etc
Customer Service
No
Only Monday
24/7
Web Developer
No
No
Yes
Marketing
No
No
Yes
Custom Reporting
No
No
Yes
Outsourcing Finance Functions
No
No
Yes
Annual Meeting
No
No
Yes
Access to Website Template
No
No
Yes
Implementation of software
No
Partial
Yes
Access to our Data Library
No
No
Yes
Reporting
Weekly
Weekly
Daily
Due diligence prep and management
No
Yes
Yes

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