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.

Balance sheet vs Income Statement difference, purpose and importance

Balance Sheet vs Income Statement

Balance sheet vs Income Statement: difference, purpose and importance

Introduction:

Financial statements act as vital compasses, offering a panoramic view of a company's financial well-being. At the heart of this financial narrative are two key players: the balance sheet and income statement. These statements distill complex financial data into accessible...

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Financial Model for a Subscription-Based RMS Firm - Case Study

Financial Model for a Subscription-Based RMS Firm – Case Study

Financial Model for a Subscription-Based RMS Firm - Case Study

Introduction

Oak Business Consultant provides customized business and financial consulting services to businesses looking forward to sustainable success through professional financial planning. Oak provides business and financial consulting through financial modeling, market analysis, business planning, and strategic advisory tailored...

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10 KPIs for the CFO Track your performance

10 KPIs for the CFO: Track your performance

10 KPIs for the CFO: Track your performance

In the intricate realm of corporate finance, Chief Financial Officers (CFOs) play a pivotal role in shaping the financial trajectory of companies. To navigate this complexity effectively, the CFO must rely on Key Performance Indicators (KPIs). This comprehensive guide delves into...

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Navigating Pricing and Costs Structure For Agribusiness - Case Study

Navigating Pricing and Costs Structure For Agribusiness – Case Study

Navigating Pricing and Costs Structure For Agribusiness - Case Study

Introduction

At Oak Business Consultant, we specialize in Financial and Business Planning and Management Services, catering to a diverse array of sectors, including the intricate web of the food industry. In this case study, we turn the spotlight on our...

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Real Estate DCF Model Elevating Geospatial Survey Services-Case Study

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study

Introduction

Oak Business Consultants delivers financial models, pitch decks, and strategic tools for informed decision-making and effective financial management. It's crucial to highlight that our services are versatile, catering to a diverse range of industries, and are always tailored to meet...

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Seeds to Ledger Accounting & Cap Table Solutions for Smart Farming

Seeds to Ledger: Accounting & Cap Table Solutions for Smart Farming

Seeds to Ledger: Accounting & Cap Table Solutions for Smart Farming

Introduction

In today's digital era, the agriculture industry is undergoing significant shifts propelled by digital transformation. Online agri-stores, a key element of this evolution, simplify and amplify the farmer's experience of acquiring farming tools and supplies. Yet, the complexity...

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Why and when should you hire a CFO Services for Small Business

Why and when should you hire a CFO Services for Small Business

CFO Services for Small Business: When and Why You Need Them

Introduction

In the ever-evolving business world, have you ever wondered why there's a rising buzz around CFO services for small businesses? Let’s dive in! The Chief Financial Officer, often abbreviated as CFO, isn't just a fancy...

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CBI program benefit busisnesses (1)

How Do Caribbean CBI Programs Benefit Businesses and Individuals?

How Do Caribbean CBI Programs Benefit Businesses and Individuals?

Caribbean Citizenship by Investment (CBI) programs offer a golden key to a new world. For businesses yearning for growth in exotic territories or individuals seeking a tropical haven to call home, these programs present an enticing gateway to achieving their...

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Ride-Hailing Blueprint: From Business Plan to Pitch Deck

Ride-Hailing Blueprint: From Business Plan to Pitch Deck

Introduction

OAK Business Consultant prepared a case study for a client in the transportation/mobility sector with a ridesharing app. This ride-hailing service sought investments using a detailed financial model based on realistic projections in the mobility/transportation business. The business has been...

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Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study

Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study

Case Study on ESG Startup: Financial Modeling Essentials

Introduction

The Oak Business Consultant is a Financial and Business Consultancy offering Financial and Business Planning and Management Services to various industries. In this case study, we showcase our collaboration with a startup of Environmental, Social and Governance (ESG) company that...

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Digital HealthCare Trends, Challenges & Future -Research

Digital HealthCare: Trends, Challenges & Future -Research 

Digital HealthCare: Trends, Challenges & Future -Research 

Executive Summary

This study provides insight into the Tech Health Care market and its growth in the US and globally. Furthermore, It explains the market trends, the future of digital healthcare and the industry's challenges. The incorporation of technology in healthcare is...

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Medical Practice Accounting Model Case Study

Medical Practice Accounting Model Case Study

Medical Practice Accounting Model Case Study

Background

The case study represents our process and strategies to solve our client's requirements. Our client has well-established medical centers in different states of the USA. He purchased our medical center excel financial model template from our website and contacted us to...

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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...

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Conducting Market Analysis In A Business Plan

Conducting Market Analysis In A Business Plan

As you go about creating your business plan, you must first conduct a market analysis. Without this, you will not understand what your target market is and how to attract them to your business. But when you think about market analysis in a business plan, you're often taken aback...

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Case Study Navigating Financial Management for Event Planners

Case Study: Navigating Financial Management for Event Planners

Case Study: Navigating Financial Management for Event Planners

Our client is a prominent event management company based in the USA. They specialize in planning corporate, social and public events. They not only work as corporate event planners but also organize social events. However, despite their successful operations, they were struggling...

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