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When you want to meet your desired financial goals, whether long term or short term, then you need strong financial planning. And if you are not sure what aspects are important to consider when going for financial planning, we have got you covered. That’s right! Oak Business Consultant offers the best financial planning service at the most reasonable packages. Oak Business Consultants provide you with customized financial planning that suits your business. We can come up with the exact financial plan you have been looking for.

What is Financial Planning?

Financial planning lets you know how much more money your business can bring in for the next quarter or year. Contrary to the popular belief that financial planning is only a monetary tool, it is much more than that. It is a plan where you set your company’s future goals and then devise strategies to achieve those goals. In simple words, the future of any business directly depends on how well they plan their finances beforehand. We want you to do the best in your financial planning and that’s the reason we offer all the business owners our spectacular financial services. 

We Have an Edge in Financial Planning

There are various financial scenarios that don’t have a patent solution. To cater to the constantly changing dynamics of business, you may need a financial plan that is tailored to meet the specific situation. There are times in business when many things seem uncertain even when you have the best plan in hand. This is where Oak Business Consultant comes in and provides you with customized financial planning that suits your business. Once you have the exact plan in hand, you can always consider opting for our other financial services.

We Forecast 3 To 5 Years Financial Planning That Is Ready To Use For A Bank Loan Or Seeking Funds From Investors

Good Financial Planning Enables you to Acquire Bank Loans and Investors Easily

You can get started by telling us your business needs and the purpose of the financial forecast. We build customized financial forecast models for at least five years. This forecast includes sales targets, cost-benefit analysis, the total cost of ownership of products or services, and financial key metrics analysis. And when you think that’s all, just then, we provide all the analyses on an extremely easy-to-use and dynamic dashboard.

Why Choose Oak Business Consultant for Financial Planning?

There can be a hundred reasons to choose Oak Business Consultant as YOUR Business consultant. But there cannot be a single reason to move on once you stumble upon our small business consulting services. It is not mere luck to come across our services—people who want the best financial services come running to us. Have a look at our portfolio and find out why all the SMEs and Small Businesses always prefer our financial planning services. And below, you will find a few more reasons to make up your mind.

1. Expert Inductive and Deductive Financial Analysis

The team of financial experts at Oak Business Consultant has spent long enough time in the market to know it all too well. They not only create financial plans based on the apparent and straightforward factors of your business. They take into account all the details that may directly or indirectly be affecting your revenues or sales.

2. Competitive Business Consultancy

We live in an advanced and ultra-competitive world where it is too difficult and complicated to keep an eye on every equity position, liability, burn rate, the total cost of ownership, ROIs, revenue and so on. But that doesn't mean that these matters be left unresolved. It would be best if you had the ultra-competitive business consultancy that has withstood several competitions in the past. Yes, we are talking about your very own Oak Business Consultancy. 

3. Hardcore Practical Approach

No matter how devastating the situation of your business is, our small business consultants will always take the most feasible and practical approach towards the solution. It's not like you expect your business analyst to blame your production team and the blame game goes on – when it's Oak Business Consultant by your side, you get a serious and concerned response – always.

4. Incredible Work Ethic

To do the job as instructed by the client is a simple task. But to excel at your service is not always that easy. We are at that position in the Finance industry that business owners and entrepreneurs recognize us by our work ethic. We deliver not only the best consulting and business services but also the way we deliver them is worth your time and money.

5. Monthly Reconciliation

We build financial reports on projected and actual performance along with dynamic dashboards. That way, as a business owner, you can always keep track of the progress with the comfort of super-easy to understand details. You can also request a live analysis report which our experts can integrate right into the dashboard in consideration.

6. Vigilant Monitoring

We help to point out the reason for changes in expenses, equity and business worth by keeping an eye on variance reports on a regular basis. We never leave any stone unturned when it comes to monitoring and keeping it all up to the mark for our esteemed customers.


You read that right! When it comes to pricing and affordability, you can’t get a better deal than what we have to offer. No matter how affordable financial plans you come across on the internet, there is always some catch. There may be numerous hidden charges and you may end up paying much more than you anticipated. But when you come to Oak Business Consultants, you get the price you see in the packages given below. Along with having the most reasonable price packages, we also offer custom pricing plans. That way you don’t have to subscribe to a full premium service if you only want the partial elements. We give you full relaxation of payments and deliver the most in-demand financial planning service without any quality compromise. 

Are you looking for a Fool-proof Risk Assessment?

One of the essential components of financial planning is risk assessment and evaluation. We at OAK provide fool-proof risk assessment strategies through which you can identify even the most shrouded risks. Once the risks are identified, we can then go towards mitigation strategies. All of this comes at a very reasonable price and with unlimited revisions.  

Maximize your chances of success with the Best Financial Planning

You need experts in the field when your target is to achieve a perfect balance in your business. A balance that is long term and has a minimal business operating risks. And in order to achieve that balance, there is too much detail as to how your financial planner will do it. We will spare you the details but we will certainly tell you that we have just the perfect team of experts for you. Our financial planner will do exactly what your dream for your business is. That’s the reason we recommend our financial planning service. A service where you can be fully relieved from all types of worries.

Hire the Best Financial Planner today!

Transform the way you do business with finance experts from Oak Business Consultant today. Waiting for another financial year to pass means missing out on so many investment and revenue generating opportunities. If your business is in the middle of a crisis, you need an actionable plan right now! We provide urgent financial planning that can both alleviate the adverse situation and also strengthen your financial position.




Per Month



Per Month



Per Month

Time Avaiability
8 hours Per Month
12 hours Per Month
14 hours Per Month
Project Management
Only emails
Slack only
Slack, Trello, Whatsapp, Skype, Monday etc
Customer Service
Only Monday
Custom Reporting
Finance Support
1 individual
2 individual
Access to Website Template
Accounting Software Support
Access to our Data Library
Due diligence prep and Management
Training ( optional)
10 Days
30 Days
60 Days
Discount on Next year
Cloud Storage ( File Management )
1 Year
5 Year
Dashboard Support

what did our clients say

Location: USA
May 3, 2021

Business Plan and Financial Plan

Industry: Retail

Awesome! really like her work, she helped me a lot and she did a great effort to finish the work quickly, thank you so much Sadaf you are a great professional