Pro Formas Update & Consulting for Financial Planning Co
- Finance & Accounting Outsourcing (FAO) Financial Consulting
- Less than $10,000
- Mar. - Apr. 2024
"I was surprised at how quickly Oak Business Consultant was able to learn about my niche industry."
- Financial services
- Towson, Maryland
- 1-10 Employees
- Online Review
- Verified
Oak Business Consultant was hired by a financial planning company to update their five-year pro formas. The team was also responsible for consulting the client on the amount of debt their firm could service.
Oak Business Consultant provided the client with an Excel spreadsheet that can be updated as their company grows, enabling them to model several capital budgeting solutions. The team delivered tasks on time, implemented necessary changes, and showcased a quick understanding of the client's industry.