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Oak Business Consultant is providing you Free Templates and Informational Articles/ Case Studies to help your Business Decision Making.

Oak Business Consultant provides a well informed and full-spectrum advice/guidance for all financial, management, acquisition, and investment matters of business. Furthermore, we work very closely with our client’s organisation or team and address crucial matters related to finance and management.

In order to meet your desired financial goals (long-term and short-term), you need to have proper financial planning. A good financial plan helps your business in retaining cash and controlling the outflow of cash. We will provide you with customised financial planning and articles information that suit your business.

We provide Accountancy, Bookkeeping till Financial Planning for SME’ and Small Business Owners so they can more easily raise startup funds, develop budgets, and track performance on an easy-to-use financial Model with Dashboard.

Wave Accounting Software in Action: A Business Case Study

Wave Accounting Software in Action: A Business Case Study

Wave is a cloud-based business accounting software that helps organizations manage their finances more efficiently. Wave's cloud accounting software is particularly appealing to micro businesses, offering essential accounting tools at no cost and more comprehensive features for a modest monthly subscription...

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Bookkeeping vs. Accounting: Understanding the Key Differences

Accurate financial management is of utmost importance in today’s competitive business landscape. Maintained and organized financial records ensure compliance with legal obligations but also provide a strategic advantage in making informed decisions.It is where accounting and bookkeeping comes into play. But the confusion of bookkeeping vs accounting is...

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accounting for healthcare-case study

Accounting For Healthcare: Streamlining Online Pharmacy Finances Case Study

Accounting For Healthcare: Streamlining Online Pharmacy Finances

Introduction

In today's digital age, the healthcare industry is undergoing significant changes driven by digital transformation. Online pharmacies, a pivotal component of this change, simplify and enhance the patient experience of getting supplements. But with this convenience comes the challenge of managing complex...

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Financial Management in Startups- Feature image

Financial Management in Startups: The Biggest Challenges and Tips

Financial Management in Startups: The Biggest Challenges and Tips

Startups are a hot topic in the business world these days. With their innovative ideas, disruptive technologies, and potential to disrupt established industries, startup businesses have captured the attention of entrepreneurs and investors alike. However, startups face significant financial management...

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Financial Analysis Certificate – The Complete List of 11 Certifications

Comprehensive List of 11 Certifications for Financial Analysis

If you're thinking about starting a career in finance, obtaining a financial analysis certificate can substantially increase your lifetime earnings, brand image, and capability to provide substantial economic analysis. This guide will lead you across all of the top finance certification programs...

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Writing a Financial Analysis Report Tips and Tools for Success

Writing a Financial Analysis Report: Tips and Tools for Success

Writing a Financial Analysis Report: Tips and Tools for Success

If you want somebody to engage in your firm, you must be able to explain why it is worthwhile. You must also be capable of substantiating your assertions with solid financial evidence. And for that reason, you create a...

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Virtual CFO in Healthcare: Why do You Need One to Enhance Your Services

Virtual CFO in Healthcare: Why do You Need One to Enhance Your Services

Virtual CFO in Healthcare: Why do You Need One to Enhance Your Services

Virtual CFO in healthcare has immense importance as they manage all the financial aspects of the healthcare business. Healthcare CFO obtains financial statements from your bookkeeper and interprets them through analysis. Moreover, they take historical financial...

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Top Seven Priorities for Retail CFOs

Top Seven Priorities for Retail CFOs

Top Seven Priorities for Retail CFOs

Retail CFOs oversee an organization's financial operations, including accounting, financial reporting, tax, treasury and business control. They manage all the aspects of financial matters and decision-making.Over the last few decades, the priorities for retail CFOs have undergone a profound shift. The historical tasks...

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Virtual CFO vs. In-House, Which is Right for my Business?

Virtual CFO vs. In-House, Which is Right for my Business?

Virtual CFO vs. In-House, Which is Right for my Business?

When it comes to finance and accounting, most business owners would rather have an in-house employee than go the virtual CFO route. But is that really the best decision for their company? In this article, we will compare the...

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A Holistic Guide to the Role of Startup CFOs

A Holistic Guide to the Role of Startup CFOs 

A Holistic Guide to the Role of Startup CFOs 

The CFO role continues to expand, particularly in fast-growing startups. A fundamental role of startup CFOs revolves around financial planning and financial modeling, and everything in between. Today, CFO responsibilities in startups and small businesses have grown from oversight of...

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What Does a Virtual CFO Do? 5 Virtual CFO Responsibilities You Should Know About

What Does a Virtual CFO Do? 5 Virtual CFO Responsibilities You Should Know About

What Does a Virtual CFO Do? 5 Virtual CFO Responsibilities You Should Know About

A virtual CFO is a financial consultant who provides high-level financial advice and services to businesses on a part-time or as-needed basis. While the traditional role of a CFO is to provide oversight for all aspects of...

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What is a Virtual CFO, and How Can They Help Your Business?

What is a Virtual CFO, and How Can They Help Your Business?

What is a Virtual CFO, and How Can They Help Your Business?

As a business owner, you know that there are many hats that you have to wear. You are responsible for making sure the company is running smoothly and profitably while also ensuring that your customers are happy. But what...

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7 Reasons to Hire a Virtual CFO

7 Reasons to Hire a Virtual CFO

7 Reasons to Hire a Virtual CFO

Businesses today are under more pressure than ever to be efficient and profitable. In order to meet these demands, many companies are turning to more flexible models of operation. One such model is the virtual CFO. Hiring a virtual CFO can be one...

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