Strategic finance & accounting solutions tailored to your business needs. From Fractional CFO services to Bookkeeping & Compliance Support, we optimize your financial operations using best in class technology.
Services Overview
Strategic Finance Solutions
Customized financial services that scale with your business needs—whether you need a Fractional CFO, Controller Services, or full Bookkeeping & Compliance Support.
Core Service Areas
- Finance & Accounting Program Assessment
- Fractional CFO & Advisory
- Controller & Accounting Oversight
- Bookkeeping & Financial Operations
- Compliance & Regulatory Services
Finance & Accounting Program Assessment
Deep Dive Analysis
Comprehensive review of financial reporting, processes, controls, and cash flow management.
Technology Recommendations
Strategic automation and technology integration suggestions to improve efficiency.
Optimization Roadmap
Clear, actionable roadmap for implementing financial efficiency improvements.
Fractional CFO & Advisory
Financial Reporting & KPIs
Comprehensive reporting and key performance indicator development tailored to your business goals.
Budgeting & Forecasting
Strategic budgeting, forecasting, and cash flow management to optimize financial performance.
Strategic Planning
Capital structuring, M&A guidance, valuation services, and investment oversight.
Controller & Accounting Oversight
Monthly Close & Financial Review
Thorough monthly closing processes and detailed financial reviews to ensure accuracy.
Cash Flow Management
Effective working capital and cash flow management to optimize financial operations.
Technology Integration
Process optimization through strategic technology integration and implementation.
Bookkeeping & Financial Operations
Daily/Weekly Bookkeeping
Comprehensive transaction reconciliation and bookkeeping services to maintain accurate, audit-ready financial records.
Accounts Payable & Bill Pay
Complete oversight of accounts payable processes and bill payment systems for streamlined operations.
Payroll Journal Entries
Accurate payroll journal entries and compliance management to ensure regulatory adherence.
Compliance & Regulatory Services
Sales Tax Filing
Monthly and quarterly sales tax filing services to ensure timely compliance with tax regulations.
1099 Preparation
Annual 1099 preparation via QuickBooks Online for accurate contractor reporting.
Audit Support
Comprehensive audit and grant compliance support to minimize risk and ensure readiness.
Annual Tax Planning & Filing
Strategic tax planning and filing services through our trusted partners
About OASIS
OASIS delivers financial clarity and peace of mind through expert guidance tailored for Family Offices, Nonprofits, and SMBs.
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OASIS Service Offerings