Let's create a growth strategy Together
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. Oak Business Consultants will provide you with customized financial planning that suits your business so that you can plan better for the future!
Financial Planning We forecast 3 to 5 years Financial plan that is ready to use for a bank loan or seeking fund from investors.
Our Process
Are you seeking a Bank loan or Investment then you need a strong Financial Planning !
Get started by telling us your business need and the purpose of the financial forecast. We build customized Financial forecast models for at least 5 years plan, which will give you sales targets, cost-benefit analysis, the total cost of ownership of Product of services and Financial key metrics analysis with the dashboard. Custom Financial Forecast will cost you $250 to $1000 as per your business specific requirements, but we will provide you with the best quote before you decide to move forward with us.
Packages
Basic
$500
Per Month
Advance
$900
Per Month
Comprehensive
$1150
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
No
Only Monday
24/7
Custom Reporting
No
No
Yes
Finance Support
No
1 individual
2 individual
Reconciliation
No
No
Yes
Access to Website Template
No
No
Yes
Accounting Software Support
No
Partial
Yes
Access to our Data Library
No
No
Yes
Due diligence prep and Management
No
Yes
Yes
Training ( optional)
No
Weekly
Daily
Revision
10 Days
30 Days
60 Days
Discount on Next year
No
10%
20%
Cloud Storage ( File Management )
No
1 Year
5 Year
Dashboard Support
Minimum
Yes
Yes
