Oak Business Consultant

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Stratigia, an advertising and marketing company. We specialize in helping SaaS businesses grow by providing services such as marketing strategy, SEO, lead generation, social media, content marketing, and PR tailored specifically for SaaS companies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Oak Business Consultant?

We hired Oak Business Consultant to act as an external finance and accounts partner for Stratigia so we could run our SaaS marketing initiatives with better financial control and confidence. Our main goals were to build a clearer budgeting and cash flow system, improve financial planning for growth, keep bookkeeping and reporting accurate, handle tax filing properly, and give us ongoing advisory support for business decisions. We also wanted a team that could help us look at the numbers behind our operations and marketing activity more closely so we could plan spending better, stay compliant, and focus more of our time on serving clients and growing the agency.

SOLUTION

What was the scope of their involvement?

Oak Business Consultant handles a broad range of finance and accounts functions for Stratigia and serves as an external extension of our internal team. Their scope includes financial planning and advisory, business planning support, bookkeeping, tax filing, and day-to-day finance oversight. In terms of deliverables, they help us organize and maintain our financial records, prepare and review key financial documents, support budgeting and cash flow planning, assist with business and financial planning for growth, and manage tax-related work to ensure accuracy and compliance.

What is the team composition?

We work with 2–5 teammates from Oak Business Consultant.

How did you come to work with Oak Business Consultant?

We found them through an online search. We chose them over other options because they had high ratings, good value for cost, and company values aligned with ours.

How much have you invested with them?

So far, we’ve spent around $100,000 with them.

What is the status of this engagement?

We started working with them in July 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

While this engagement is centered on finance and accounts rather than campaign execution itself, the results have a direct impact on Stratigia’s SaaS marketing operations. Oak Business Consultant gives us more accurate financial reporting, better visibility into cash flow, and a stronger budgeting process, which helps us plan spending with more confidence and stay on top of tax and bookkeeping obligations.As a result, we’re able to make faster business decisions, reduce time spent on finance admin internally, avoid gaps in reporting and compliance, and keep more of our focus on client delivery and growth. Their work brings more structure and predictability to the business, which is a big win for us.Since partnering with Oak Business Consultant, we’ve seen a noticeable improvement in the way our finance and accounts function operates. A major benefit is the reduction in internal time spent on bookkeeping, tax coordination, and financial follow-up, which allows our team to stay more focused on client delivery and growth.We’ve also gained much better visibility into cash flow, more reliable financial records, and a more organized reporting process. Their support brings greater consistency to compliance-related work and reduces the risk of missed steps or delays. Even where we don’t track every change through formal before-and-after metrics, the operational improvement is clear in terms of structure, accuracy, and overall financial control.We estimate a roughly 30%–40% reduction in the internal time spent on finance and accounts tasks. Their support also improves the consistency and accuracy of our reporting, gives us clearer cash flow visibility, and makes bookkeeping and tax-related processes far more organized.

How did Oak Business Consultant perform from a project management standpoint?

Oak Business Consultant’s project management is strong throughout the engagement. They’re organized, responsive, and easy to work with, and they keep things moving in a clear and professional way. Deliverables are provided on time, and whenever we need input, clarification, or follow-up, their team is available and proactive.From our side, it feels like they take ownership of the finance function and handle it with consistency, which makes the overall working relationship very smooth. We mainly communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

What stands out most is how Oak Business Consultant is able to function like a true external finance and accounts department rather than just a service provider handling isolated tasks. They support us across multiple areas, from bookkeeping and tax filing to financial planning and business advisory, and do it in a way that feels organized, dependable, and closely aligned with how Stratigia operates. We also appreciate that they bring both technical accuracy and practical business understanding, which makes their input useful not just for compliance and reporting, but for better decision-making as well. That combination is especially valuable for a growing agency like ours.

Are there any areas they could improve?

Overall, our experience is very positive, so there isn’t much we can point to as a major gap. If I had to mention one area, it would be that even more frequent proactive check-ins could be helpful at certain stages, especially when reviewing financial performance and planning ahead. That said, the team is responsive, professional, and reliable throughout, so this is a minor point rather than a real concern.

BACKGROUND

Introduce your business and what you do there.

I'm the founder of Gametime SportsTech Inc., a purpose-driven Illinois C-Corporation focused on transforming youth development, NIL monetization, and workforce readiness through our flagship product: the Live Gametime Smart AI Platform.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Oak Business Consultant?

We needed help developing a business plan, pitch deck, and financial model to present to investors.

SOLUTION

What was the scope of their involvement?

Oak Business Consultant provided industry and market research, along with a pro forma and comprehensive business plan that outlined the opportunity.

What is the team composition?

We worked with 4–6 team members from Oak Business Consultant.

How did you come to work with Oak Business Consultant?

I found Oak Business Consultant through an online search engine. I met with several consultants and decided to hire Oak Business Consultant because of their expertise across various sectors in the sports industry.

How much have you invested with them?

We spent an estimated $10,000.

What is the status of this engagement?

We had initial conversations with Oak Business Consultant in October 2024, and our engagement ended in July 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Oak Business Consultant's research was very useful in understanding market fit, explaining why our solution provides value, and presenting a strong investment opportunity. We obtained investor-ready documents, and our investor community has given positive feedback on all the information presented. Several investors have stated that the business plan and financial model were presented professionally.

How did Oak Business Consultant perform from a project management standpoint?

Oak Business Consultant's project management was highly effective. We communicated via Zoom and email.

What did you find most impressive about them?

I truly appreciated Oak Business Consultant's all-hands-on-deck approach and professionalism toward our project.

Are there any areas they could improve?

Not at all; our whole team was very pleased with the deliverables.

BACKGROUND

Please describe your company and position.

I am the Founder of Pixel & Paint Academy

Describe what your company does in a single sentence.

Pixel & Paint Academy is a modern art school for children and teens, where we teach animation, toy design and 3D printing, as well as video content creation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Create a comprehensive financial model for the business, including 5-year forecasting
• Evaluate the financial efficiency of our services
• Determine the appropriate pricing strategy

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

High ratings

How many teammates from Oak Business Consultant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work included building a customized financial model to support the launch and long-term planning of Pixel & Paint Academy. The consultant worked closely with me to understand the business structure, offerings, and growth strategy in order to reflect them accurately in the model.

Key deliverables included:

• A complete 5-year financial forecast covering revenue, expenses, and net profit
• Cost breakdowns for each program and service offered
• Analysis of financial efficiency and breakeven points
• Recommendations for pricing strategies based on projected costs and market benchmarks
• A fully editable Excel model with dynamic formulas for future updates
• Ongoing consultation sessions to refine the model and adjust assumptions

The final result was a clear, detailed financial foundation that will support decision-making and investor presentations moving forward.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Completed a clear and accurate 5-year financial forecast
• Identified breakeven points and refined pricing strategy
• Improved financial visibility for decision-making and funding preparation

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was well-managed from start to finish. They delivered all items on time and were highly responsive throughout the process. Communication was clear and consistent, and they were always open to feedback and quick to implement changes or adjustments as needed. Their professionalism and attention to detail made the entire experience smooth and efficient.

What was your primary form of communication with Oak Business Consultant?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was most impressed by their professionalism, clear communication, and responsiveness. They consistently demonstrated a deep understanding of financial planning and were always quick to address questions or incorporate feedback. Their ability to translate complex financial concepts into actionable insights made a real difference in the success of the project.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

Nothing comes to mind 

BACKGROUND

Please describe your company and position.

I am the Founder and President of a financial planning company

Describe what your company does in a single sentence.

We provide expert financial planning, pension consulting, and wealth management with a no-frills approach, ensuring objective advice and personalized service through a unique payment structure that fits the needs of yesterdays and tomorrow's generation of investors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Update company 5-year pro formas
• Provide clarity to outside lender on drivers of success of business plan
• Consulting me on what would be a reasonable amount of debt my firm could service over relevant time period

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• High ratings
• Pricing fit our budget

How many teammates from Oak Business Consultant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I needed to develop 5-year pro formas for 2 purposes:

1. To model potential costs of launching a Phantom equity compensation plan for a few key employees. 
2. I wanted to request working capital financing, and in the process, my loan officer request 2 year pro formas.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I have an Excel spreadsheet that I can update as my company grows, and I can model several capital budgeting solutions, some of which I didn't know I wanted. All in all, I think I got more than what I paid for, and I have newfound confidence on the finance side of my business plan over the intermediate term.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Deliverables were delivered on time. 
• Some changes were needed along the way, which they were more than willing to accomodate.

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

I was surprised at how quickly Oak Business Consultant was able to learn about my niche industry.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

They could have a form which asks all of the questions they commonly need to know for a project. I like to have clarifying conversations, but I think an onboarding form, might expedite the intial beginning of the relationship. However, some might find this to be more a benefit than a detractor.

BACKGROUND

Please describe your company and position.

I am the Founder - CEO of Código Conciso Lda

Describe what your company does in a single sentence.

SaaS Company with a branch in Dubai, UAE

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Financial Consultancy

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Oak Business Consultant were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

OAK Company has been instrumental in our recent fundraising efforts, providing exemplary financial services. Their team demonstrated exceptional expertise in handling complex financial documents, crucial for our fundraising process. 
Key Deliverables: 

• Financial Statements Preparation: They meticulously prepared and reviewed our financial statements, ensuring accuracy and adherence to accounting standards. 
• Financial Analysis: OAK Company provided comprehensive financial analysis, including cash flow, expense tracking, and profitability assessments, which were crucial for informed decision-making. 
• Projection Development: Their development of realistic financial projections was a key factor in building investor confidence. 
• Investor Documentation: They skillfully crafted essential investor documents, such as pitch decks and financial summaries, significantly enhancing our fundraising narrative. 
• Strategic Advisory: OAK Company also offered valuable strategic financial advice, further strengthening our fundraising strategy.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are currently in the final stages of refining our financials and project presentation, in collaboration with OAK Company. Their expertise has been invaluable in ensuring the accuracy and clarity of our financial statements and in developing a compelling narrative for our project presentation. Key Progress Highlights: 

• Financials: Comprehensive review and fine-tuning of our financial statements are underway, ensuring they meet the highest standards of accuracy and compliance. 
• Project Presentation: We are crafting a detailed and persuasive presentation that effectively communicates the value and potential of our project to potential investors.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

As we progress towards refining our financials and project presentation, we are pleased to acknowledge the exceptional support provided by OAK Company. Their team has consistently demonstrated remarkable availability and flexibility. They adapted to our needs and schedules with commendable professionalism.

What was your primary form of communication with Oak Business Consultant?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

1. Exceptional Availability: Their consistent readiness to provide support at any time has been remarkably impressive, demonstrating a strong commitment to client service. 
2. Flexibility in Approach: OAK Company's ability to adapt to changing requirements and schedules distinguishes them from many others in the field.
3. Professional Conduct: Their business behavior is exemplary, striking a perfect balance between being highly professional and approachable. 
4. Expertise in Financial Matters: The depth of their knowledge in financial documentation and analysis is exceptional, contributing significantly to the accuracy and efficacy of our financials. 
5. Strategic Insight: OAK Company's strategic advice has been insightful, reflecting a deep understanding of business dynamics and market trends. 
6. Effective Communication: Their ability to communicate complex financial information in an understandable and clear manner is noteworthy. 
7. Quality of Network: The extent and quality of their investor network are unique, potentially opening doors to valuable opportunities and partnerships. 
8. Holistic Approach: Their ability to look at the bigger picture and advise on overall business strategy, not just the financials, is particularly unique.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

Not that I think of.

BACKGROUND

Introduce your business and what you do there.

I’m the manager of Coffee & Slush Cafe, a signature beverage company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Oak Business Consultant?

We needed help building a financial model.

SOLUTION

What was the scope of their involvement?

Oak Business Consultant developed a final and fit-for-purpose financial model that helps our cafe understand the business from day one until five years from now. The team also provided spreadsheets and analysis.

What is the team composition?

We worked with one teammate from Oak Business Consultant.

How did you come to work with Oak Business Consultant?

We found Oak Business Consultant through an online search. We chose them because their pricing fit our budget, they offered good value for the cost, and they were professionals and domain experts.

What is the status of this engagement?

We worked together in April 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Oak Business Consultant’s financial model helped us understand our business from a financial point of view. Thanks to their work, we know our COGS and have a sensitivity analysis.

How did Oak Business Consultant perform from a project management standpoint?

Oak Business Consultant delivered on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Oak Business Consultant was expert and respected the timeline.

Are there any areas they could improve?

No, there weren’t any.

BACKGROUND

Please describe your company and position.

I am the Founder of Consult Pro ME

Describe what your company does in a single sentence.

Talent matching services, powered by AI

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Pricing strategy
• Service pricing

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Oak Business Consultant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Oak Business Consultants team provided us with the service pricing strategy and full pricing exercise.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Digital service pricing strategy & implementation

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their team was excellent and professional. Will definitely work with them again and highly recommend them!

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

Team proactivity & professionalism - the leadership team as well was super helpful and collaborative.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

NA

BACKGROUND

Please describe your company and position.

I am the CEO of Eventi Yoga srls

Describe what your company does in a single sentence.

Yoga Events promotion.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?
Create a Yoga Studio Customized Financial Management System

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

Good value for cost

How many teammates from Oak Business Consultant were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

User-friendly customized Excel Template for Financial Tracking of revenue,
expenses, and profits; along with Financial Projections and Variance Analysis for a Yoga Studio

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Excell file created from Zero step by step.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Great support. All milestones and deadlines were respected.

What was your primary form of communication with Oak Business Consultant?

Email or Messaging App

What did you find most impressive or unique about this company?

Professional, quick, flexible and supportive.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

don't have anything in mind about that

BACKGROUND

Please describe your company and position.

I am an Executive of Asase Energy Corporation

Describe what your company does in a single sentence.

Renewable Energy production and EPC services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Financial Modeling
• Advise

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• High ratings
• Close to my geographic location
• Company values aligned

How many teammates from Oak Business Consultant were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Financial modeling in the energy space for multple financial scenarios for different geographics.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

financial projections, Return on Investment, funding scenarios and shared value modeling

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very responsive to our needs. there has been no delays to our projects.

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

Oak Business Consultant's understanding of the energy industry across multiple geographic locations was impressive.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Executive of Vita Clinic

Describe what your company does in a single sentence.

Prospecting business on the longevity industry

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Business model
• Financial forecast

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

Good value for cost

How many teammates from Oak Business Consultant were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

5 year business plan and P&L forecast

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Valuable inputs for developing our business model

Describe their project management. Did they deliver items on time? How did they respond to your needs?

On time, very professional support

What was your primary form of communication with Oak Business Consultant?

Email or Messaging App

What did you find most impressive or unique about this company?

We were impressed with the quality of their work and responsiveness to our questions.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

No