02Jan
DESCRIPTION
Oak Business Consultant is providing you Free Templates and Informational Articles/ Case Studies to help your Business Decision Making.
Oak Business Consultant provides a well informed and full-spectrum advice/guidance for all financial, management, acquisition, and investment matters of business. Furthermore, we work very closely with our client’s organisation or team and address crucial matters related to finance and management.
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. We will provide you with customised financial planning and articles information that suit your business.
We provide Accountancy, Bookkeeping till Financial Planning for SME’ and Small Business Owners so they can more easily raise startup funds, develop budgets, and track performance on an easy-to-use financial Model with Dashboard.
30Dec
5 Best Methods to Effectively Plan and Budget for your Company
5 Best Methods to Effectively Plan and Budget for your Company
Planning and budgeting are essential components of any successful business. By creating a plan and budget, businesses can identify their goals, allocate resources accordingly, and track progress toward those objectives. The plan and budget of a company should be...
30Dec
Holistic Financial Budget Definition, Its Types, and Uses
Holistic Financial Budget Definition, Its Types, and Uses
When it comes to understanding finances and managing your business’s budget, there is no one-size-fits-all financial budget definition. And it's important to understand the holistic view of financial budgeting and what that entails. That way, you can make informed decisions about...
29Dec
What is a Monthly Budget Template? All Types, Components, and Methods
What is a Monthly Budget Template? All Types, Components, and Methods
Having a monthly budget template is essential for any business. It helps you to plan your monthly expenses and income, identify areas of overspending, and set financial goals. A monthly budget template allows you to see where your money...
29Dec
Creating a Financial Budget – A Holistic Guide
Creating a Financial Budget - A Holistic Guide
Creating a financial budget can be intimidating and overwhelming, but it doesn't have to be. With the right guidance, creating a financial budget is not only possible but also incredibly beneficial. A holistic approach to budgeting can help you make smarter...
28Dec
Best Financial Budgeting Tools You Will Ever Need
Best Financial Budgeting Tools You Will Ever Need
The most successful businesses take a proactive approach when it comes to budgeting. After all, you can’t manage what you can’t measure. Having the right financial budgeting tools in place can help business owners and CFOs track their finances, plan for...
27Dec
Budgeting and Financial Planning – What’s the Difference?
Budgeting and Financial Planning - What's the Difference?
Budgeting and financial planning are two of the most important aspects of managing your finances. They both involve setting goals and ensuring you have enough money to meet them. But budgeting and financial planning are very different processes. For example, budgeting is...
15Dec
How Financial Analysis Can Benefit Your Small Business
How Financial Analysis Can Benefit Your Small Business
For small businesses, financial analysis acts as a roadmap. It is a robust tool for making better-informed decisions and avoiding danger. Financial analysis is the process of analyzing a company's financial accounts and computing ratios in order to assess its stability...
31Aug
5 Benefits of Hiring a Company for CFO Services
5 Benefits of Hiring a Company for CFO Services
Chief Financial Officer (CFO) is a senior executive responsible for the financial management of a company. It is one of the essential functions of any business that requires accuracy, efficiency, and transparency. However, many businesses hire a company providing CFO services...
31Aug
What is a Virtual CFO, and How Can They Help Your Business?
What is a Virtual CFO, and How Can They Help Your Business?
As a business owner, you know that there are many hats that you have to wear. You are responsible for making sure the company is running smoothly and profitably while also ensuring that your customers are happy. But what...
26Aug
A Complete Guide to Virtual CFO vs. In-Person CFO
A Complete Guide to Virtual CFO vs. In-Person CFO
A company's financial components, such as financial performance, cost management, financial budgeting, financial analysis, and other business actions that influence the company's financial state, are overseen by the Chief Financial Officer (CFO). When firms consider employing a CFO, they frequently...
02Aug
Start-up Financial Budgeting, Its Challenges, and Tips
Financial Budgeting for Startups: Challenges and Advice
A startup is a business or organization in its early stages. We typically characterize such businesses by high uncertainty and risk. The biggest challenge for startups is often securing the financial resources necessary to sustain operations until they achieve profitability. This involves...
08Jun
A Holistic Guide to Real Estate Financial Budgeting
A Holistic Guide to Real Estate Financial Budgeting
It's no secret that the real estate industry is in a state of flux. The market has changed dramatically in recent years, and many agents and companies have been struggling to keep up. One of the main reasons for this struggle is that...
24Jun