Sadaf Abbas
Mehvish Abdani2025-10-06T14:32:09+05:00
Sadaf Abbas
CEO
LinkedInsadaf@staging.oakbusinessconsultant.com+1(302) 440 3606
About Us
Oak Financial and Management Consultant is a leading consulting firm specialized in financial services in Business processes, Financial Planning, Assessing Financial Performance, Business case-study, Accounting and Financial support in every industry, Especially professional services such as Retail, Transportation, Manufacturing and the IT industry.
We as your financial and business consultants take pride in providing you with our strategic financial plans which come with a continuous analysis of your business nature and your operating market. We help you in cutting down your maximum operational cost resulting in better business decisions.
How we help to improve your organizational needs
Assists Growth
We review or re-review financial statements and other non-financial documents to provide the best analysis and KPI for the understanding of your business needs. Therefore, we provide company worth, forecasting and projections for raising capital which help for rapid growth.
Control Cost
Through budgeting, Cost Analysis and Unit economics analysis, we provide the client with a deep analytical insight into their cost control matters helping them to manage easily and effectively with our budget reports.
Reduce Risk
We reduce the risk of our client in business by providing an audit of their existing financial model and provide them with an in-depth financial analysis report.
Oak Business Consultant Deep Roots Strong Branches
Our Mission
Our mission is to be the industrial leader and pioneer in our business domain. Which comes after a deep analysis of the market situation and ever-changing business trends. We believe that financial and business consultancy requires a complete understanding of the continuous evolving changes in the economy and market and its effects on business.
Our Core Values
Our business motto is derived from the fact that High Quality surpasses Quantitative work and with that in mind we strive for a disciplined approach to analyze business situations and identify effective solutions to achieve financial plans. Simultaneously helping in opening new doors by providing our state of the art financial services and smart management tools.
Our Vision
Our Vision is to gain an honest & trusted reputation as the best Financial & Management Service Consultants by providing top-notch services and to create goodwill based on our exceptional proven performance.
Trusted
Oak Financial Model is a combination of financial and data analytics. For this, we have the most brilliant minds & strong mathematical skills in place for financial analysis, accountancy, management performance indicators and providing this data into the dashboard for clients.
Meet the Oak Business Consultant Team
Sadaf Abbas
Abbas Sarfraz Sheikh
Mr. Faizan Ali
Mehvish Abdani
Wardah Walid
Aamna Moeen
Iqra Saleem
Maria Sheikh
Tariq Raza
Shujaat Ali
Murtaza Lanewala
Hamza Shaikh
Voices of Victory: Client Testimonials of Triumph
Stacey Powell
CEO
Services: Cash Flow Analysis Tool
Industry: Consulting Firm
The Oak Business Consultant team demonstrated exceptional expertise in Excel and financial data management. They took a complex set of accounting reports from my client and successfully integrated them into an existing spreadsheet framework with minimal direction. Not only was the task completed efficiently, but the final product was enhanced with pivot tables and visual dashboards. I look forward to working with them again for future financial analysis and reporting needs.
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.
Dani Shahfeh
Founder & CEO
Services: Financial Advising & Planning ,Â
Financial Consulting
Industry: Financial Services
Their ability to translate complex financial concepts into actionable insights made a real difference.
Marcus Robinson
Founder & CEO
Services: Business Consulting
Industry: Financial Services
Our whole team is very pleased with the deliverables.
Elena Petrunina
Founder & CEO
Services: Financial Consulting
Industry: Financial Services
All milestones and deadlines were respected.
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 Oak Business Consultant’s CFO services. Their dedication to clients is truly unmatched. I entrusted them with two complex accounts, and everything was handled with a high level of professionalism and accuracy, without a single misstep
Denver Maloney
CEO
Services: CFO Services, Market Research
Industry: Healthcare
It has been a pleasure working with the Oak Business Consultant team. Their insight and support have helped me gain a clearer understanding of key financial decisions. When it comes to my CFO needs, I have complete confidence in Oak.
Lars Narfeldt
COO
Services: Investor-Ready Document Services
Industry: Real Estate
This was our first time working with Oak Business Consultant, and the experience was seamless from the start. The team quickly understood our objectives and adapted to our working style with impressive flexibility. They remained patient through evolving deliverables, consistently met our expectations, and provided valuable suggestions to enhance project efficiency. Highly skilled and a pleasure to collaborate with.
Emma Sanchez Andrade Smith
Co-Founder
Services: Financial Model, Financial Forecasting, Pitch Deck & Market Research
Industry: Fintech
The Oak Business Consultant team went above and beyond our expectations. Their quality of work was outstanding, and their responsiveness made the entire process seamless. They were highly engaged, quick to deliver, and always available when we needed support — even spending time on in-depth calls to walk through our financials and brainstorm solutions in real time. Incredibly talented professionals — working with Oak is a decision we’d make again without hesitation.
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
The Oak Business Consultant team is incredibly supportive, diligent, and results-driven. Their ability to take on concrete, high-impact tasks and deliver with precision has been a real asset to our organization. I would confidently recommend them to any business seeking dependable financial and strategic support.
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!!!