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...
Virtual CFO Services for Optimal Business Performance
Get the best virtual CFO services with Oak. We offer expert financial insights and strategies to boost profit margins and ensure future growth for business owners. From cash flow management to forecasting, we provide the expertise needed for informed and smart decisions.
Avoid Cash Flow Crunches with Virtual CFO Management
Our Virtual CFO services provide customized support for setting clear business goals, optimizing cash flow, and delivering detailed financial reporting. We also specialize in strategic planning, balance sheet management, and more to help you reach your financial goals effectively.
Get Clear, Customized Plans for Long-term Growth
Oak offers more than just financial planning. Hire virtual CFO services for in-depth financial strategy development, budget planning, and regular performance analysis. We help refine your business model, optimize tax planning, and create financial forecasts, all tailored to support sustainable growth and profitability.
What Can Our Virtual CFO Help You With?
Insightful Assessment
Get a detailed business assessment from our virtual CFO to evaluate your financial health.
Financial Analysis
Next, we provide negotiation expertise to ensure professional and smart business dealings with stakeholders.
Business Restructuring
Our virtual CFO optimizes your structure for smoother operations, better cash flow, and improved profitability.
Effective Cash Flow Management
We then manage effective cash flow with services like cash forecasting and cash flow modeling.
Business Plan Creation
Create a solid business plan for strategic decision-making and growth with our virtual CFO services.
Bookkeeping Supervision
Bookkeeping supervision and management are done to ensure your daily financial tasks run smoothly.
Governance Cooperation
We maintain strong governance practices, promoting financial stability and accountability across your business.
Prepare Financial Guidelines
Finally, we prepare financial guidelines for your team to aid your long-term financial planning.
Expert Financial Guidance At Affordable Costs
Support for Startups and Small Businesses
Grow with our extensive financial expertise and industry knowledge, especially for startups and small businesses.
Bespoke Financial Management Programs
Optimize your financial processes with our customized management services for your unique business needs.
Efficient Payroll Management
Improve payroll management by collaborating with virtual CFOs, who work with your HR to improve efficiency and accuracy,
Simplified Sales Tax Compliance
Get accurate and smooth sales tax compliance for your business in the USA, Canada, and Europe.
Unfavorable Financials
Regain profitability with solutions designed to steer your business in challenging financial uncertainties.
Managing Rapid Growth
Hire virtual CFO services for accurate financial reporting to mitigate risks and focus on sustaining your rapid growth.
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!!!
Secure Your Financial Future with the Best Virtual CFO Services!
Hire virtual CFO services by Oak for affordable and expert financial management and real-time feedback on your business finances.
BASIC Most Popular$1500
- Time Availability: 8 hours per month
- Project Management: Email only
- Reporting: Weekly
- Financial Reporting: Monthly financial statements and performance reports
- Budgeting: Development of annual budgets and variance analysis
- Cash Flow Management: Monitoring cash flow and advising on liquidity
- Strategic Guidance: Guidance on financial decisions, cost control, and investments
ADVANCEMost Popular$2500
- Time Availability: 12 hours per month
- Project Management: Slack only
- Customer Service: Only Monday
- Implementation of Software: Partial
- Reporting: Weekly
- Financial Reporting: Monthly financial statements and performance reports
- Budgeting: Development of annual budgets and variance analysis
- Cash Flow Management: Monitoring cash flow and advising on liquidity
- Strategic Guidance: Guidance on financial decisions, cost control, and investments
- Financial Planning: Comprehensive financial planning, including forecasting
- Tax Strategy: Optimizing tax strategies and ensuring compliance
- KPI Monitoring: Tracking key performance indicators for business growth
- Investor Relations: Assistance in preparing financial documents for investors
- Due Diligence Prep and Management
Popular
COMPREHENSIVEMost Popular$3500
- Time Availability: 20 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
- Financial Reporting: Monthly financial statements and performance reports
- Budgeting: Development of annual budgets and variance analysis
- Cash Flow Management: Monitoring cash flow and advising on liquidity
- Strategic Guidance: Guidance on financial decisions, cost control, and investments
- Financial Planning: Comprehensive financial planning, including forecasting
- Tax Strategy: Optimizing tax strategies and ensuring compliance
- KPI Monitoring: Tracking key performance indicators for business growth
- Investor Relations: Assistance in preparing financial documents for investors
- Due Diligence Prep and Management
- Financial Strategy: Creating long-term strategies aligned with business goals
- Risk Management: Developing risk mitigation strategies and compliance
- Fundraising Support: Supporting funding rounds, valuations, and capital structuring
- M&A Advisory: Advisory services for mergers and acquisitions
frequently asked question
A virtual CFO provides remote financial expertise, helping with financial planning, reporting, and strategy.
A virtual CFO assists with financial forecasting and cash flow management and provides expert advice to improve your business finances.
Oak Business Consultant offers affordable, professional, and structured finance expertise with secure data backup and real-time feedback.
We serve a wide range of industries, including tech startups, small businesses, and mid-sized companies.
Our virtual CFO works remotely, providing financial management, reporting, and advice tailored to your business needs.
The costs vary based on your business requirements. We offer flexible pricing models to fit different budgets.
Using the Best Virtual CFO services gives you access to top financial expertise without the cost of a full-time CFO. This helps in better financial planning and decision-making.
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