OASIS Service Offerings
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
1
Deep Dive Analysis
Comprehensive review of financial reporting, processes, controls, and cash flow management.
2
Technology Recommendations
Strategic automation and technology integration suggestions to improve efficiency.
3
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
1
Monthly Close & Financial Review
Thorough monthly closing processes and detailed financial reviews to ensure accuracy.
2
Cash Flow Management
Effective working capital and cash flow management to optimize financial operations.
3
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
1
1
Sales Tax Filing
Monthly and quarterly sales tax filing services to ensure timely compliance with tax regulations.
2
2
1099 Preparation
Annual 1099 preparation via QuickBooks Online for accurate contractor reporting.
3
3
Audit Support
Comprehensive audit and grant compliance support to minimize risk and ensure readiness.
4
4
Annual Tax Planning & Filing
Strategic tax planning and filing services through our trusted partner Wojeski & Co.