Services: Financial Modelling, Business plan, Pitch deck and Market Research
Industry: Healthcare Industry
They were patient with me because this startup is new territory for me, which also caused the project timeline to go much longer. I was thinking of the components of the project in a more sequential/linear fashion and they were working on the three deliverables simultaneously.
As a result, my modifications to the financial model and my simultaneous learning about how to use the model and what I needed it to reflect were a challenge for the Oak Team, but they handled it very well and were gracious with me.
The team was responsive to my suggestions to making the business plan shorter and better organized (sections, table of contents, appendices, etc.).
As for the pitch deck, it was helpful to see what they included and how the team organized the information for a startup pitch deck.
I was hoping that my brand standards would’ve been done long before they were so that Oak could help put the pitch deck information into that branded format, but it wasn’t ready in time. I used some of the financial charts in the pitch deck that I created with my branding person.
Darci Bentson
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.
Dana Todd
Founder & CEO
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
Andrina
Founder
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.
Denver Maloney
CEO
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.
Lars Narfeldt
COO
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.
Emma Sánchez Andrade Smith
Co-Founder
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!
Sufian Chowdhury
Founder & CEO
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.
Stephanie Skourti
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.
Luisa Silva
Co- Founder
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.
Lalit Vidhani
Consultant
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.
Stacey Powell
CEO
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.
Sabeen Ali
Founder
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!!!
Ramin Heydari
CEO & President
 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.
Manny Henson
Founder & CEO
 Services: Financial Consulting
Industry: Financial Services
All milestones and deadlines were respected.
Elena Petrunina
Founder & CEO
 Services: Business Consulting
Industry: Financial Services
Our whole team is very pleased with the deliverables.
Marcus Robinson
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.
Dani Shahfeh
Founder & CEO
Client Overview A fast-growing healthy snack manufacturer based in the Kingdom of Saudi Arabia (KSA) approached Oak Business Consultant for a robust food financial model. The client needed a solution...
Client Overview Our client is a South African mobility-sector company entering the waste management industry, with operations starting in Q4 2023. They offer commercial and residential waste collection, hazardous and...
Client Overview Our client is a UK-based Environmental, Social, and Governance (ESG) startup operating in the sustainable finance and responsible investing sector. To support their rapid growth, we developed a...
Client Overview A glass repair company in Oakland partnered with Oak Business Consultant to streamline its performance tracking. Facing challenges with fragmented data sources and limited visibility into key performance...
Case Study: How Financial Reporting Transformed a Glass Services Business Project Overview This project aimed to clean up and restore the integrity of the QuickBooks Online (QBO) financial records for...
Financial Model and Marketing Tool for Pet Seat Cover Business- Case Study Introduction At Oak Business Consultant, we specialize in delivering comprehensive financial models, pitch decks, and business plans. We...
Client Overview Our client is a fintech startup focused on delivering digital financial services to the unbanked population in Africa. Their goal is to revolutionize the financial services industry by...
Client Overview The client was an early-stage fintech startup offering digital financial services like peer payments and personal loans. They aimed to modernize finance using AI and blockchain technology. They...
Our Marketing KPI Dashboard Client from the United States is a prominent retailer of car seat covers for canine dogs.
Case Study: Expanding a Ride Hailing and Delivery Platform in Africa A startup in the African continent aimed to revolutionize the transportation and delivery services industry by launching a comprehensive...
Comprehensive Business Blueprint for An Automobile Business Introduction The Oak Business Consultant provides financial strategy, budgetary insights, and holistic business management counsel. We serve a range of sectors and are...
Client Overview The client is a ride-hailing startup focused on capturing market share in the competitive ride-sharing industry. Their business model connects riders with drivers via a digital platform, emphasizing...
Client Overview The client is a Canadian entrepreneur launching a multi-purpose educational building. The project includes four revenue streams: rental income, an online school, a language exam center, and interest...
Client Overview Our client is a real estate entrepreneur based in Queensland, operating a Land and Airborne Survey Services business within the commercial real estate and real estate investment sector....
Case Study: Financial Model and Projection for Eco Resort Company This case study shows how Oak Business Consultant worked with Eco Resort client and helped them achieve their financial goals....
Client Overview Our client, a Hong Kong-based organic food and delivery service startup, engaged Oak Business Consultant to build a 5-year food delivery financial model, conduct market research, and develop...
Client Overview: Our client, a high-growth SaaS company specializing in an innovative Restaurant Management Application, faced challenges in developing an accurate and scalable financial model. Their application is designed to...
Client Overview Our client, a successful restaurant owner, planned to expand by opening a second casual restaurant in Mexico. To secure external capital investment, they needed clear and compelling financial...
Client Overview The Client is a leading cloud-based SaaS platform serving a wide range of customer segments. These include startups, SMBs, mid-market firms, and large enterprises. Its product ecosystem supports...
Client Overview Our client, a software publisher in the subscription economy, delivers a subscription-based Restaurant Management System (RMS) tailored to the food service industry. Serving fast casual, fine dining, and...
Client Overview Our client introduced a clothing swap platform designed to promote sustainability, reuse, and reduce clothing waste. The platform connects clothing stores and individuals—especially young, fashion-conscious, and lower-income consumers—to...