Industry Insights: Explore Our Case Studies for Expertise Across Sectors

Darci

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

Dana Todd -Balodana LLC

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 Sadaf’s CFO services. Her dedication to her clients is unparalleled. I have trusted her with two complicated accounts, and she handled everything with a professional attitude and without making any errors.

Andrina
Founder

Services: CFO Services, Market Research

Industry: Healthcare

It is a pleasure to work with the Oak Team, particularly Sadaf. As a result of her partnership with me, I was able to gain a better understanding of financial decisions. For my CFO needs, I fully trust Oak!

Denver Maloney
CEO

Lars Narfeldt

Services: Investor-Ready Document Services

Industry: Real Estate

This was our first time working together, but it was so easy to get started and Sadaf quickly understood our targets and accommodated the way we work. She was extremely patient with our continuous change in deliverables, worked hard to meet our expectations and often suggested how we could improve our work and make the project more efficient. Well skilled in her profession and an absolute pleasure to work with.

Lars Narfeldt
COO

Emma - Eversend

Services: Financial Model, Financial Forecasting, Pitch Deck & Market Research

Industry: Fintech

Sadaf was above & beyond what we could’ve asked for! I will certainly hire her again, and will recommend her to anyone I can! Her and her team’s quality of work is excellent, and she gets things done very quickly. She is very engaging, and responsive, there for our every beckon call. She spent nearly an hour on a phone call with us to go over the numbers and helped us brainstorm some new numbers when we needed them. Amazing, incredibly talented professional – you will be doing yourself a big favor if you hire her!! 🙂

Emma Sánchez Andrade Smith
Co-Founder

Sufian

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

Stephanie

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

Sadaf and her team are really helpful and hardworking, would recommend them for any concrete tasks you may need help with in your organization.

Luisa Silva
Co- Founder

Lalit

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

Sadaf and her team have excellent excel spreadsheet skills. My client provided a rather complicated set of accounting reports that needed to be integrated into a spreadsheet format I had, but I didn’t have time to do it myself. With very limited instructions, Sadaf and her team successfully completed the integration and improved upon my spreadsheet with pivot tables and graphs. Will definitely keep her for future financial analysis and spreadsheet work.

Stacey Powell
CEO

Sabeen Ali

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

Ramin

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

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