10Sep
DESCRIPTION
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.
26Aug
Case Study: Enhancing Financial Projections for a Geospatial Service Firm
Case Study: Enhancing Financial Projections for a Geospatial Service Firm
This case study is about developing of a comprehensive financial modeling solution for a leading geospatial service and engineering firm. The geospatial service firm faced challenges in consolidating financials across multiple international subsidiaries with different currencies, structures, and financial...
12Aug
Case Study: Optimizing a Financial Advisory Firm Through Tailored Model
Case Study: Optimizing a Financial Advisory Firm through Tailored Models
Background
A leading financial advisory firm specializing in wealth management, investment planning, and financial consulting required our expertise in financial modeling. Our client has been delivering personalized financial solutions to high-net-worth individuals and businesses for more than a decade....
10Jun
Case Study: Recruitment Efficiency with Custom CRM & Financial Modeling
Case Study: Transforming Recruitment Efficiency with Custom CRM and Financial Modeling
Background of the Client
Our client, a global recruitment agency founded in 2012, operates with two offices around the world, employing 19 dedicated professionals. Despite their success in the recruitment industry, serving over 800 satisfied clients, they faced significant...
29May
Understanding the Fast Financial Modelling Standard
Understanding the Fast Financial Modelling Standard
Financial modeling is a key requiremnet of all businesses. It keeps track of a business's financial situation, forecasts future financial performance and guides in strategic planning and making data-driven decisions. The crux of a financial model is a mathematical model...
09Jan
Financial Model for a Subscription-Based RMS Firm – Case Study
Financial Model for a Subscription-Based RMS Firm - Case Study
Introduction
Oak Business Consultant provides customized business and financial consulting services to businesses looking forward to sustainable success through professional financial planning. Oak provides business and financial consulting through financial modeling, market analysis, business planning, and strategic advisory tailored...
18Oct
How Do Caribbean CBI Programs Benefit Businesses and Individuals?
How Do Caribbean CBI Programs Benefit Businesses and Individuals?
Caribbean Citizenship by Investment (CBI) programs offer a golden key to a new world. For businesses yearning for growth in exotic territories or individuals seeking a tropical haven to call home, these programs present an enticing gateway to achieving their...
04Oct
Comprehensive Business Blueprint for An Automobile Business
Comprehensive Business Blueprint for An Automobile Business
IntroductionÂ
The Oak Business Consultant provides financial strategy, budgetary insights, and holistic business management counsel. We serve a range of sectors and are committed to crafting valuable solutions for each client's specific needs. Additionally, we prepare robust business models to ensure our client's operations...
07Sep
 Healthy Frozen Meals Financial Model – Case Study
Healthy Frozen Meals Financial Model - Case Study
Introduction
Oak Business Consultant takes pride in creating tailored financial solutions to meet unique business challenges. In this case study, we delved deep to assist our clients in pursuing a detailed financial model. Our task was not limited to financial projections for...
27Sep
A Holistic Guide to the Role of Startup CFOsÂ
A Holistic Guide to the Role of Startup CFOsÂ
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...
20Sep
How a Virtual CFO Can Grow Your Real Estate Firm
How a Virtual CFO Can Grow Your Real Estate Firm
CFO services for real estate firms and developers become inevitable when a company expands and has to become more strategic with its financial planning. If your real estate business is not yet prepared to incur the cost of hiring...
13Sep
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...
30Aug
 How can Healthcare Financial Budgeting Affect the Business?
How can Healthcare Financial Budgeting Affect the Business?
Healthcare systems vary in their level of complexity around the world. But all have to operate within certain financial constraints. The healthcare financial budgeting process can help healthcare organizations determine how to best allocate their resources. Throughout the world, healthcare systems...
30Aug
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...
06Jul