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Professional Financial Analysis Services for Sustainable Business Growth
Get expert financial analysis for small businesses, helping you make data-driven decisions to drive growth. From custom financial report templates to strategic forecasting, our financial analysts help you with everything. We offer expert financial advice for small businesses to reduce their financial challenges and risks.
Optimize Your Financial Analysis Performance with Oak
Drive Success with Strategic Financial Planning & Business Modeling
Our experts craft financial models to forecast potential outcomes, shaping a financial business strategy for improved future performance. We handle cash flow analysis, income statement analysis and create startup business financial projections templates to help you seize maximum opportunities. Get in-depth insights to optimize your financial health and grow.
Gain a Competitive Edge with Expert Competitor Analysis
Gain a competitive edge with our detailed competitor analysis. We understand the market rivals and anticipate market trends with our in-depth insights and actionable intelligence. Our professional financial analysis services include creating projected income statement templates and industry reports to help you stay ahead. Â
Get Accurate Budget Variance & Break-Even Analysis
Our financial analysis for small businesses includes budget planning and variance analysis, which compares actual results to expectations and identifies improvement areas, considering your financial condition. We conduct break-even analysis and develop financial analysis techniques and templates to offer insights into when profits will emerge, aiding in efficient financial planning.
How Our Professional Financial Analysis Techniques Work
Detailed Insights into Your Business Performance
We take the time to understand your business goals, challenges, and opportunities. Get customized techniques that align with your objectives through expert financial analysis for small businesses. We provide professional financial advice for small businesses to keep track of financial performance.
Accurate and Comprehensive Data Collection
Our skilled analysts gather and examine complex financial data, taking into account key insights that lay a solid foundation for our process. This approach ensures every analysis is rooted in precise, valuable information tailored to your business needs.
Access Actionable Reports and Detailed Analysis
Our financial experts dissect the collected data and reports, making sense of the intricate details embedded within. We transform these findings into detailed financial analysis templates and actionable sample financial plan for small businesses to grow.
Why Choose Oak Consultants as Your Preferred Financial Analysis Partner?
We provide professional financial analysis services, creating balance sheet template for small business and monthly financial report template that help you stay on track. Our analysis delivers a clear picture of your financial situation, financial statements, competitor insights, and an action plan for future growth. At Oak, we’re your partner in making strategic decisions to enhance financial health and maximize opportunities for future success.
BASIC Most Popular$1000
- Time Availability - 8 hours per MonthÂ
- Monthly financial statement analysis
- Cash flow forecasting for the upcoming month
- Budget vs. actual analysis
- Basic financial health checkup
- Email support with a 48-hour response time
ADVANCEMost Popular$2000
- Time Availability -Â 12 Hours per Month
- All services from the Basic package
- Quarterly financial projections
- Detailed cost analysis
- Investment appraisal and recommendations
- Debt management and restructuring advice
- Priority email support with a 24-hour response time
- One monthly video consultation
COMPREHENSIVEMost Popular$3000
- Time Availability - 14 hours per MonthÂ
- All services from the Advanced package
- Weekly financial performance reports
- Advanced risk assessment and mitigation strategies
- M&A (Mergers & Acquisitions) advisory
- Capital raising and financial structuring advice
- Dedicated financial analyst for personalized support
- Bi-weekly video consultations
Voices of Victory: Client Testimonials of Triumph
Manny Henson
Founder & CEO
Services: Financial Modelling and CFO services
Industry: Financial Services
I was surprised at how quickly Oak Business Consultant was able to learn about my niche industry.
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!!!
Know Where You Stand Financially - Book a Call Today!
Start your journey to success today! Get a financial forecast business plan sample to see how we transform your financial health.
frequently asked question
We offer a wide range of professional financial analysis services for all business sizes. From income statement analysis, balance sheet evaluations to financial forecasting, we do it all. We provide tailored financial advice for small business to help with budgeting, cash flow management, and strategic planning.
Yes, we offer a sample financial plan for small business as well as a startup business financial projections template to give you a clear roadmap for financial growth. This plan forms part of our financial analysis for small businesses to outline financial strategies and steps to help you make informed decisions.Â
A projected income statement template provides an estimate of your future revenue and expenses, helping you plan for long-term growth, manage cash flow, and make financial decisions.
Yes, we conduct income statement analysis to examine your revenue, expenses, and net income, which helps you improve operational efficiency. With our balance sheet template for small businesses and other templates, you can get a clear overview of your financial position.
We offer various financial reports templates, including income statements, cash flow statements, and balance sheets, to simplify financial tracking and reporting.
Our experts help you build a financial forecast business plan sample to estimate revenue, expenses, and potential growth. By focusing on financial analysis performance, we provide insights into cash flow, profitability, and financial health over time.
We apply advanced financial analysis techniques to our reports, using a financial analysis template and tools like ratio analysis, trend analysis, and performance benchmarking to ensure accurate insights.
Start by gathering key financial data, like income statements and balance sheets. Analyze trends, financial ratios, and performance financial metrics. Then, organize your findings using a financial analysis report example.
Curious! Get in touch
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