We help businesses transform financial data into decisions — through Excel automation, Power BI, FP&A, Accounting Advisory and IFRS consulting.
From spreadsheet automation to board-ready financial models, BluOak Consulting unifies finance, accounting and analytics under a single, dependable advisory partner.
Turn fragile spreadsheets into reliable, automated systems — and upskill your team to maintain them.
Executive dashboards and a governed data model that gives leadership a single source of truth.
Clean books, confident closes and management reporting you can take to the board.
Three-statement models, budgets and forecasts that withstand investor scrutiny.
Compliance, policy and finance transformation guidance from people who've done it.
Tell us your reporting headache. We'll map the fastest path to a measurable win — no obligation.
Book a Free ConsultationPackaged solutions to the problems finance leaders actually lose sleep over — deployed fast, owned by your team.
One screen for revenue, margin, cash and KPIs — refreshed automatically, drill-down ready.
Replace manual report packs with scheduled, error-free MIS that lands in inboxes on time.
Driver-based models with scenarios, so you can answer "what if" in minutes, not weeks.
Streamlined workpapers, reconciliations and checklists that compress your close cycle.
Profitability by product, customer and channel — surfaced where decisions get made.
Branded, board-ready reporting packs built straight on top of your ledger.
A proven six-step engagement model that keeps you informed, in control and never dependent on a black box.
We map your data, systems, reporting pains and the decisions you need to make faster.
A clear diagnostic of gaps, risks and the highest-leverage opportunities to automate.
We architect the model, dashboard or process — agreed with you before a line is built.
Build, test and validate against real data, with checkpoints at every milestone.
Your team learns to own and extend the solution — documentation included.
Optional retained support for maintenance, troubleshooting and continuous improvement.
Representative projects across analytics, automation, accounting and modelling. Detailed case studies available on request.
Consolidated 11 manual reports into one governed executive dashboard for a multi-entity services group.
Power Query + VBA pipeline replacing a 3-day manual commissions calculation for a retail client.
18 months of backlog reconciled and migrated to a clean Xero structure with documented controls.
Investor-ready three-statement model with scenarios that supported a successful funding round.
Most firms give you an accountant or an analyst. BluOak Consulting gives you both — advisors who speak the language of the boardroom and the data model.
Qualified, practical finance and accounting knowledge applied to real business problems.
Power BI, Power Query and modelling skills that turn raw ledgers into living insight.
We remove repetitive work so your team spends time on decisions, not data entry.
Every deliverable maps to an outcome — time saved, risk reduced or a better decision made.
You work directly with senior advisors — no hand-offs to junior teams you never meet.
Your data is handled with strict confidentiality and documented, audit-ready controls.
BluOak Consulting rebuilt our reporting from the ground up. The board now gets one dashboard instead of ten spreadsheets — and I trust the numbers.
What took three days every month now runs in twenty minutes. The automation paid for itself within the first quarter.
They cleaned up years of messy books and left us with documentation our auditors actually praised. Genuinely a trusted advisor.
Clear, fixed "from" prices — up to 50% below typical agency rates. No bloated retainers, no surprises. Pay for the outcome, own the result.
One-off automation or a single dashboard — a fast, high-impact win.
A governed Power BI solution with automated, board-ready reporting.
Ongoing finance, reporting & analytics support — your fractional team.
Fixed "from" pricing for individual engagements — scoped precisely after a free consultation.
All prices in USD and indicative — final scope, milestones & pricing are confirmed in writing after your free consultation.
Everything from Power BI and Excel automation to IFRS, QuickBooks and how engagements run.
Still have a question?Both. We design new executive and financial dashboards end-to-end, and we also audit, optimize and troubleshoot existing Power BI reports — including the underlying data model and refresh setup.
Usually, yes. We layer Power Query, structured tables and VBA/macros onto your current workbooks where sensible, and only rebuild where the existing file is too fragile to maintain.
A fully integrated three-statement model with assumptions, budgeting and forecasting, scenario and sensitivity analysis, and board/investor-ready outputs — documented so your team can drive it confidently.
Yes. We consult on both — from setup and cleanup to month-end close and custom reporting packs built directly on top of your ledger.
We provide IFRS advisory, financial reporting compliance, accounting policy development and process documentation, plus internal controls and finance transformation support.
Every engagement operates under strict confidentiality. We follow least-access principles, secure file handling, and document controls so your financial data stays protected and auditable.
Always. Training and handover are built into our process — including documentation and corporate Excel/Power BI training programs — so you're never dependent on a black box.
We work with SMEs, startups and growing enterprises — typically partnering with CFOs, finance directors, controllers, founders and operations leaders.
Most engagements are scoped to a fixed deliverable, with optional retained support afterwards. We agree scope, milestones and pricing up front after a free consultation — no surprises.
Discovery can usually begin within a week of your consultation. Quick automation wins often ship in days; larger dashboards and models run over a few weeks with clear milestones.
Tell us about your reporting or finance challenge. We'll come back with a clear, no-obligation view of the fastest path to a measurable win.
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