STRONG FINANCIAL PLANNING MEANS MORE FINANCIAL SUSTAINABILITY
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
OUR PROCESS
HERE IS OUR TRIED AND TESTED 5-STEP PROCESS THAT ENABLES OUR CLIENTS TO HAVE THE BEST FINANCIAL PLANNING.
Research and Analysis
Our financial experts don’t only rely on the information provided by the clients. They make sure all the information is valid and that it corresponds to the actual business situation or not. All of this is done through expert level research and analysis of every tiny financial detail.
Draft Version
Once every detail is verified and things are sorted out, we present you with a draft version of your financial plan. This draft gives you insights into the future financial planning of your business. And the best part is you can ask us to make any changes you want in it as per your specific business needs.
Revisions
Before we deliver you the final version of the complete financial plan, you can ask for any number of revisions you want. We will make as many changes as you require until you are completely satisfied as a business owner. Oak Business Consultants offer you unlimited revisions for your financial plan.
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?
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 conduct the financial analysis 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. You need 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 analysis 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.
WE BRING YOU THE MOST AFFORDABLE
FINANCIAL PLANNING
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.
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
No
Yes
Yes
Discount on Next year
No
10%
20%
Cloud Storage ( File Management )
No
1 Year
5 Year
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.
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