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.

Case Study: Empowering SaaS with SaaS Financial Model

22Nov

Case Study: Empowering SaaS with SaaS Financial Model

Case Study: Empowering SaaS with SaaS Financial Model

Client Overview:

Our client is a SaaS company that developed an innovative Restaurant Management Application designed to streamline day-to-day operations. The client required our expertise to provide comprehensive market research and a detailed SaaS financial model to secure investment and ensure...

By Sadaf AbbasCase Study, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Restaurant Industry Case Study, SaaS Industry Case StudyAnalysis, Business, Business Plan Restaurant, case study about restaurant, case study for restaurant, cash flow statement, Financial Analysis, financial analysis metrics, financial model, financial modeling, financial planning, forecasting, restaurant business case study, restaurant business plan, restaurant financial model, restaurants case study, Saas, saas financial analysis metrics, SaaS Industry, Start-up, Startup Restaurants

Virtual CFO vs. In-House, Which is Right for my Business?

28Sep

Virtual CFO vs. In-House, Which is Right for my Business?

Virtual CFO vs. In-House, Which is Right for my Business?

When it comes to finance and accounting, most business owners would rather have an in-house employee than go the virtual CFO route. But is that really the best decision for their company? In this article, we will compare the...

By Sadaf AbbasArticles, CFO Services Industry, Financial Excel TemplateAnalysis, automotive industry financial metrics, Bookkeeping, Business, Cash flow, cash flow statement, cfo, cfo for small business, cfo healthcare, CFO role, cfo services, Financial Analysis, financial budgeting, forecasting, full time cfo, healthcare industry, high-growth company CFO, Interim CFO, Market Analysis, Market research, Marketing KPI, outsourced cfo, outsourced cfo services, part time cfo, SaaS company, saas financial analysis metrics, SaaS Industry, small business CFOs, Start-up, Startup, startup cfo, startup CFOs, Startup Planning, Startup Restaurants, Virtual CFO, virtual CFO service

How COVID Changed the Role of the Restaurant CFO

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...

By Sadaf AbbasArticles, CFO Services Industry, Financial Excel TemplateAnalysis, Business, Cash flow, Cash Flow Analysis, cash flow statement, cfo, cfo for small business, cfo services, Financial Analysis, financial budgeting, financial modeling, financial plan, financial planning, financial planning and budgeting, Financials, forecasting, full time cfo, Interim CFO, investment, Market Analysis, New Business, outsourced cfo, outsourced cfo services, part time cfo, Start-up, Startup, startup cfo, Startup Planning, Startups Plan, Virtual CFO, virtual CFO service, Virtual CFO services

Understanding the Role of CFO: A Basic Guide

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...

By Sadaf AbbasArticles, CFO Services Industry3 Statement Financial Model, Analysis, Business, Cash flow, Cash Flow Analysis, cash flow statement, cfo, cfo for small business, cfo services, Financial Analysis, financial budgeting, financial budgeting tips, financial model, financial modeling, financial plan, Financials, forecasting, full time cfo, Interim CFO, KPI, Market Analysis, Marketing KPI, outsourced cfo, outsourced cfo services, part time cfo, Start-up, startup cfo, Startup Planning, Virtual CFO, Virtual CFO services

Tips from Experts for Services Business Financial Budgeting

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...

By Sadaf AbbasArticles, Financial Excel Template, Services Industry3 Statement Financial Model, Balance Sheet, Break-Even Analysis, Business Plan, Capital, Cash flow, Cash Flow Analysis, cash flow statement, Dashboards, Financial Analysis, financial budget, financial budgeting, financial budgeting tips, financial model, Income Statement, KPI, KPI Dashboard, Market research, Pitch Deck, services industry business plan, services industry financial analysis, services industry financial metrics, services industry financial modeling, Start-up, Startup Planning, what is professional services industry

All About Chart of Accounts and Bookkeeping for the Education Industry

26Jul

All About Chart of Accounts and Bookkeeping for the Education Industry

All About Chart of Accounts and Bookkeeping for the Education Industry

The education sector is quickly growing, and many organizations are looking for new talent. Schools, colleges, universities, and private institutions make up the education sector. The education sector equips students with knowledge. Also, their abilities are necessary to...

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What is a Chart of Accounts in Bookkeeping for Entertainment Industry?

21Jul

What is a Chart of Accounts in Bookkeeping for Entertainment Industry?

What is a Chart of Accounts in Bookkeeping for Entertainment Industry?

Accountants have discovered a glamorous niche in the multibillion-dollar entertainment industry. It offers financial services to Hollywood studios, production companies, and a wide range of artists and technicians. It includes big-name movie stars and music industry tycoons, truck drivers,...

By Sadaf AbbasAccounting and Bookkeeping, Articles, Entertainment Industry, Financial Excel Template3 Statement Financial Model, a chart of accounts is, Accountancy For Entertainment Industry, accounting, accounting chart of accounts numbering, Accounting For Entertainment Industry, accounting numbering system, Accounting software For Entertainment Industry, Analysis, assets and liabilities chart, assets chart of accounts, assets liabilities chart, Balance Sheet, basic chart of accounts, basic chart of accounts list, Bookkeeping, Break-Even Analysis, business chart of accounts, Business Plan, Cash flow, Cash Flow Analysis, cash flow statement, chart account, chart of account is, chart of accounts assets list, chart of accounts categories, chart of accounts definitions, chart of accounts example, chart of accounts expenses list, chart of accounts for it company, chart of accounts includes, chart of accounts is, chart of accounts liabilities, chart of accounts list, chart of accounts numbering, chart of accounts us, chart of accounts with description, coa accounting, company chart of accounts, complete chart of accounts, entertainment business ideas, entertainment industry, Entertainment Industry accounting, entertainment industry business plan, entertainment industry financial metrics, entertainment industry financial model, examples of Entertainment Industry, excel for finance, finance chart of accounts', financial budgeting, financial model, general chart of accounts, general ledger account number, general ledger accounting codes list, general ledger chart of accounts, income statement chart of accounts, liabilities chart of accounts, list of accounts in general ledger, Market research, new chart of accounts, purpose of chart of accounts, standard chart of accounts, Start-up, the chart of accounts is a, types of chart of accounts

How to Do Bookkeeping for the Automotive Industry?

09Jul

How to Do Bookkeeping for the Automotive Industry?

How to Do Bookkeeping for the Automotive Industry?

If you run a business in the automotive industry, then you know that maintaining accurate financial records is essential to your business's financial success. A well-organized Chart of Accounts (COA) is a key part of good bookkeeping and can help you...

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15Apr

Financial Model Template for Startups

Financial Model Template for Startups

In the dynamic and often turbulent waters of the startup ecosystem, the compass that guides entrepreneurs through their journey towards growth and sustainability is financial modeling. This essential tool, financial model template, serves as more than just a mirror reflecting a startup's...

By Sadaf AbbasArticles, Business Plan Template Industry, Financial Excel Template, Financial Modeling, Financial Planning, Startups Industry3 Statement Financial Model, 5 year financial plan, analytics dashboards, cash flow statement, financial model, financial model for startups, Financial Model In Excel, Financial model Template, financial modeling basics, financial modeling examples, Financial Modelling, Income Statement, Saas, saas startup financial model, Startup, startup financial model, startups

How to write e-commerce traveling bag Business plan

25Jan

How to write e-commerce traveling bag Business plan

Drafting a Business Plan for an E-commerce Travel Bag Venture

Why writing a Business Plan is essential?

In this article, “How to write e-commerce traveling bag Business plan,” we will share our decade-long experience to help you take your business idea and transform it into a reality without breaking your bank. So,...

By Sadaf AbbasArticles, Budgeting, Business Plan Template Industry, Financial Analysis, Financial Excel Template, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Pitch deck, Retail Industry, Startups IndustryAnalysis, Balance Sheet, Break Even Point, Business Plan, cash flow statement, Competition Analysis, financial model, financial plan, Income Statement, Industry Analysis, marketing plan, SWOT, SWOT Analysis, utilization on funds

31Dec

Equipment Leasing Company – Case Study

Background: Equipment Leasing Company

Now a very good client owning an equipment leasing company started as a straightforward judge of my up-work feedback history. Impressed by my impressive up-work clientele and my success rate; yet critical about one feedback that was wrongfully attributed to my profile. But this client did the...

By Sadaf AbbasAutomotive Industry Case Study, Budgeting, Business Plan Template Industry, Case Study, Financial Analysis, Financial Analysis Case Study, Financial Modeling, Financial Modelling - Case Studies, Financial Planning, Financial Reporting, Financial Services, Logistics and Transportation Industry Case Study, Startup Industry Case StudyAssumptions, Balance Sheet, Break-Even Analysis, cash flow statement, Income Statement, IRR, NPV, Project Evaluation, Project Evaluations, Revenue Forecast

why-do-you-need-cash-burn-rate

21Nov

Why do you need Cash Burn Rate?

Why do you need Cash Burn Rate?

What is Cash Burn Rate?

The cash burn rate is when any new company is spending its cash and reserves to finance its overheads. It is generally considered a negative cash flow. The capital spent during the initial phase of the startup is...

By Sadaf AbbasArticles, Business Plan Template Industry, Cash Flow Industry, Pitch deck, Startups IndustryCapital, cash burn rate, Cash flow, cash flow statement, Finance, Funding, investment, investor, sustainability

Top Financial Modeling Examples Every Analyst Should Know

28Oct

Top Financial Modeling Examples Every Analyst Should Know

Financial models are integral to every business. Whether you're a startup or a running business, you will require creating a financial model in excel. It is highly relevant for you to do this to help forecast your future growth and revenue. Here, you will understand ten different types of financial...

By Sadaf AbbasArticles, Business Plan Template Industry, Financial Excel Template, Financial Modeling, Financial Planning, Startups Industry3 Statement Financial Model, Balance Sheet, Cash flow, cash flow statement, cfo services, financial model, financial model for startups, Financial Model In Excel, Financial model Template, Financial Modelling, Income Statement, NPV

14Oct

How To Go About Creating Your Startup Financial Model

Essential Guide to Creating a Startup Financial Model

The financial model is an essential tool for any startup that aims to succeed in the competitive business environment. It provides a solid foundation for strategic planning and decision-making. Moreover, Made on an Excel spreadsheet of Google Sheets, it...

By Sadaf AbbasArticles, Business Plan Template Industry, Financial Excel Template, Financial Modeling, Financial Planning, Startups IndustryAssumptions, Balance Sheet, building financial model, cash burn rate, cash flow statement, financial model, financial statements, Income Statement, startup financial model

financial modeling excel

10Oct

Building an Integrated 3 Statement Model

Constructing a Comprehensive 3 Statement Model

The 3 Statement Financial Model is a robust tool, essential for anyone looking to dive deep into financial analysis and forecasting. At its core, this model integrates three crucial financial statements: balance sheet, the income statement, and cash flow statement. It provides...

By Sadaf AbbasArticles, Financial Excel Template, Financial Modeling, Financial Planning, Startups Industry3 Statement Financial Model, Balance Sheet, business budget, Cash flow, cash flow statement, financial modeling excel, Income Statement, Sensitivity analysis, Three Statement Financial Model