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.

Business structure-feature image

What You Need to Know About Business Structures

What You Need to Know About Business Structures

Starting a business is one of the most promising avenues for taking control of your career and achieving financial success. In fact, 99.9% of US businesses are small, highlighting the entrepreneurial spirit's key role in driving the economy.Entrepreneurs who aim to join...

Read more...
what is an outsourced CFO

What is an Outsourced CFO: The Comprehensive Guide to Understanding the Role and Benefits

What is an Outsourced CFO: The Comprehensive Guide to Understanding the Role and Benefits

Abstract

This comprehensive guide aims to provide an in-depth understanding of the role and benefits of an outsourced CFO. It will explore the evolution of the CFO role, reasons for outsourcing, key benefits, and best...

Read more...
How is the CFO Role Transforming the Media and Entertainment Industry?

How is the CFO Role Transforming the Media and Entertainment Industry?

How is the CFO Role Transforming the Media and Entertainment Industry?

In the past, a CFO was responsible for overseeing all financial aspects of their company. Now they manage more than just finances. This included managing budgets, preparing financial reports, and ensuring that the company was staying financially healthy....

Read more...
What is a Fractional CFO and How Fintech Businesses Can Use Them?

What is a Fractional CFO and How Fintech Businesses Can Use Them?

What is a Fractional CFO and How Fintech Businesses Can Use Them?

In the business world, there are many different types of professionals that companies can turn to in order to help them grow and succeed. One such professional is the fractional CFO (other names for this role are...

Read more...
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...

Read more...
How to Choose a Virtual CFO: EVERYTHING You Need to Know

How to Choose a Virtual CFO: EVERYTHING You Need to Know

How to Choose a Virtual CFO: EVERYTHING You Need to Know

As a business owner, you wear many hats. You are the visionary, the strategist, the operator, and the salesperson. You are also responsible for the financial health of your company. However, this does not mean that you have to be...

Read more...
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...

Read more...
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...

Read more...
How COVID Changed the Role of the Restaurant CFO

How COVID Changed the Role of the Restaurant CFO

How COVID Changed the Role of the Restaurant CFO

COVID has emphasized the significance of flexibility and creativity in senior executives, especially among CFOs. Moreover, it has changed the role of a restaurant CFO as most restaurants shift to virtual CFOs. In the current climate, finance professionals have become the...

Read more...
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...

Read more...
Controller Services or Virtual CFO Services: Which Option Should You Go For?

Controller Services or Virtual CFO Services: Which Option Should You Go For?

Controller Services or Virtual CFO Services: Which Option Should You Go For?

Controller services and virtual CFO services are becoming increasingly popular for business growth. However, both provide comparable services, so deciding which is best for your company might be difficult. A controller might be crucial to maintaining the order of...

Read more...
Understanding the Role of CFO: A Basic Guide

Understanding the Role of CFO: A Basic Guide

Understanding the Role of CFO: A Basic Guide

Chief Financial Officer or a CFO is an essential executive team member. They collaborate with the CEO, COO, and other C-level executives who represent a company's leadership. In addition, many companies provide CFO services that assist businesses in managing their financial aspects.  Outsourced...

Read more...
5 Benefits of Hiring a Company for CFO Services

5 Benefits of Hiring a Company for CFO Services

5 Benefits of Hiring a Company for CFO Services

Chief Financial Officer (CFO) is a senior executive responsible for the financial management of a company. It is one of the essential functions of any business that requires accuracy, efficiency, and transparency. However, many businesses hire a company providing CFO services...

Read more...
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...

Read more...
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...

Read more...