12Apr
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.
05Apr
Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch DeckÂ
Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch Deck
Introduction
A healthy organic food and delivery service company from Hong Kong wanted us to forecast a 5-year financial model, conduct research and prepare a pitch deck. The company had no previous data because they...
24Mar
Fintech Startup Financial Model – Case Study
Fintech Startup Financial Model - Case Study
Introduction
At Oak Business Consultant, we specialize in creating tailored financial models to support businesses in making informed decisions. This case study focuses on a fintech startup that approached us for help in raising funds through a comprehensive financial model. Our approach...
21Mar
Real Estate Leasing and Investment Firm Financial Model: Case Study
Real Estate Leasing and Investment Firm Financial Model: Case Study
BackgroundÂ
This case study is about a U.S.-based leasing and investment firm that wanted us to evaluate the validity of its leasing model based on future revenues and its ability to pay back its lenders. The client already...
13Jan
Real Estate Business Plan, Financial Model, and Pitch Deck – Case Study
Real Estate Business Plan, Financial Model, and Pitch Deck - Case Study
BackgroundÂ
This case study is about a real estate developer who wanted to acquire investments based on a concrete commercial real estate business plan, financial model, and pitch deck. The client already had a real estate company operating...
30Nov
Financial Reporting and Analysis: The Complete Guide
Financial Reporting and Analysis: The Complete Guide
Looking to improve your financial reporting and analysis skills? Whether you're working in the finance industry or simply looking to gain a deeper understanding of how businesses manage their finances, this comprehensive guide can help. In this financial reporting and analysis...
30Sep
How to Choose a Virtual CFO: EVERYTHING You Need to Know
How to Choose a Virtual CFO: EVERYTHING You Need to Know
As a business owner, you wear many hats. You are the visionary, the strategist, the operator, and the salesperson. You are also responsible for the financial health of your company. However, this does not mean that you have to be...
30Sep
Top Seven Priorities for Retail CFOs
Top Seven Priorities for Retail CFOs
Retail CFOs oversee an organization's financial operations, including accounting, financial reporting, tax, treasury and business control. They manage all the aspects of financial matters and decision-making.Over the last few decades, the priorities for retail CFOs have undergone a profound shift. The historical tasks...
27Sep
A Holistic Guide to the Role of Startup CFOsÂ
A Holistic Guide to the Role of Startup CFOsÂ
The CFO role continues to expand, particularly in fast-growing startups. A fundamental role of startup CFOs revolves around financial planning and financial modeling, and everything in between. Today, CFO responsibilities in startups and small businesses have grown from oversight of...
22Sep
How COVID Changed the Role of the Restaurant CFO
How COVID Changed the Role of the Restaurant CFO
COVID has emphasized the significance of flexibility and creativity in senior executives, especially among CFOs. Moreover, it has changed the role of a restaurant CFO as most restaurants shift to virtual CFOs. In the current climate, finance professionals have become the...
20Sep
How a Virtual CFO Can Grow Your Real Estate Firm
How a Virtual CFO Can Grow Your Real Estate Firm
CFO services for real estate firms and developers become inevitable when a company expands and has to become more strategic with its financial planning. If your real estate business is not yet prepared to incur the cost of hiring...
13Sep
What Does a Virtual CFO Do? 5 Virtual CFO Responsibilities You Should Know About
What Does a Virtual CFO Do? 5 Virtual CFO Responsibilities You Should Know About
A virtual CFO is a financial consultant who provides high-level financial advice and services to businesses on a part-time or as-needed basis. While the traditional role of a CFO is to provide oversight for all aspects of...
05Sep
Understanding the Role of CFO: A Basic Guide
Understanding the Role of CFO: A Basic Guide
Chief Financial Officer or a CFO is an essential executive team member. They collaborate with the CEO, COO, and other C-level executives who represent a company's leadership. In addition, many companies provide CFO services that assist businesses in managing their financial aspects. Outsourced...
03Aug
Tips from Experts for Services Business Financial Budgeting
Tips from Experts for Services Business Financial Budgeting
The services industry is one of the most important industries globally. It is very difficult to give a precise definition of this sector as it covers a vast range of activities from architecture to tourism and from information technology to...
26Jul