Accounting and reporting in a unique and refreshing style
Bookkeeping and Reporting subscriptions for everyone. Pause or cancel anytime.
We didn’t create a new Oasis, just aim to make the reporting aspect of accounting feel like one.
Bookkeeping and accounting is notoriously dry and granular. Let us help bring a refreshing colorful touch after all the data has been entered.
Subscribe to a plan & request as many reports as you need.
Receive your report within two business days on average.
We’ll revise the reports until you’re 100% satisfied.
Totally async
Don’t like meetings? We don’t either; so much so that we’ve outlawed them completely.
Manage with Trello
Manage your design board using Trello. View active, queued and completed tasks with ease.
Invite your team
Invite your entire team, so anyone can submit requests and track their progress.
Membership benefits
Perks so good you’ll never need to go anywhere else for your reports. Seriously.
Reports Dashboard
Easily manage your reporting queue with a Trello board.
Lightning fast delivery
Get your reports one at a time in just a few days on average.
Fixed monthly rate
No surprises here! Pay the same fixed price each month.
Top-notch quality
Scale up or down as needed, and pause or cancel at anytime.
Unique and all yours
Each of your reports is made especially for you and is 100% yours.
Flexible and scalable
Request Types
MRR by Customer Report
EBITDA
SDE
Profit and Loss
PL by Class
PL by Department
PL by Channel
PL by Customer
Project Reporting
Budget vs Actuals
Balance Sheet
Cash Flow Statement
13 week CF Forecast
Ledger Summary
General Ledger Report
COA revamp request
PL Detail
PL Comparison
Cost Comparison
NAICS like Kind Comp
Best Practice Recommendations
Trends Reporting
AR Clean up Suggestions
AP Clean up Suggestions
AP Process request with Melio/QB
Undeposited Funds
Book to Tax Reconciliation
Prior period clean up
Consolidated Financials
Monthly Financial Package based on closed month
1099 Processing
Sales Tax Filing
SOI Filing
BOIR Filing
Payroll W2 reconciliation
Workers Comp Audit
+ more
Slots available
Join
OasisLedgers
Book a 15-min intro call
Membership
$1,000/m
One request at a time. Pause or cancel anytime.
What’s included
- One request at a time
- Average 48 hour delivery
- Reporting Dashboard
- Pause or cancel anytime
Integrations with your accounting software. Reports based on closed periods. Flags on areas worth confirming the data entry.
*Data Entry, Bookkeeeping, Cash Management and Month End close remain under your management
Is this you? You have a rockstart bookkeeper who not only codes and add’s receipts to your accounting but is able to accurately reconcile the PL and Balance Sheet, takes care of AR AP and cash management. The one issue is that the native reports from the software just aren’t giving you that extra level of data you need. EBITDA, Quick Ratio, or the top 5 customers last year during July’s special event so you know who to re-invite. The Bookkeeper tries, but then they spin there wheels doing something they aren’t as good at and sacrifice the time they otherwise should be using to do what they are already great out.
Standard: Bookkeeping and Reporting
$3,000/m
One request at a time. Pause or cancel anytime.
What’s included
- One request at a time
- Average 48 hour delivery
- Reporting Dashboard
- Pause or cancel anytime
*Cash Management remains under your management
Is this you? You tried. You did it yourself or you hired an entry level clerk but soon learned that known saying. “Garbage in garbage out”. Maybe you started with your Basic tier and each of your reports came back with something you felt didn’t reflect your true financial health- something is “off”. your balance sheet doesn’t align with your prior years taxes, or worse- reality. The financial reports are full of financial anomalies? You need a bookkeeper, someone that knows accounting code and can enter data, handle reconciliations and accruals BUT you really prefer to have direct control over the cash- you make the deposits, you deal directly with customer that owe you, and have a process for Billpay and payroll that you manage well. Your bookkeeping is more an “after the fact” need- but you do need it and you need accurate reports created from it for things like Workers Comp Audits, Sales Tax reports to know what to pay, and some occasional financial reports to validate your overall business health.
Pro: Cash Management, Bookkeeping and Reporting
$4,500/m
One request at a time. Pause or cancel anytime.
What’s included
- One request at a time
- Average 48 hour delivery
- Reporting Dashboard
- Pause or cancel anytime
*Data Entry, Bookkeeeping, Cash Management and Month End close become our responsibility.
Is this you? You tried. You did it yourself or you hired an entry level clerk but soon learned that known saying. “Garbage in garbage out”. Maybe you started with your Basic tier and each of your reports came back with something you felt didn’t reflect your true financial health- something is “off”. your balance sheet doesn’t align with your prior years taxes, or worse- reality. The financial reports are full of financial anomalies? You need a bookkeeper, someone that knows accounting code and can enter data. You also wish this person would manage your AP- or at least get weekly approval to pay certain bills. Following up on outstanding AR with statements and managing payroll would be ideal. Creating a 13 week cashflow statement, and running payroll. In short you need a full accounting team and just now realized you can get that at Oasis Ledgers.
Commonly asked questions
Why wouldn’t I just hire a full-time accountant?
Is there a limit to how many requests I can have?
How fast will I receive my report?
What will I receive in 48 hours?
Who are the accountants?
How does the pause feature work?
How do you handle larger requests?
What programs do you integrate with?
How do I request reports?
What if I find a reporting discrepency?
Is there any reporting work you don’t cover?
What if I only have a single request?
Are there any refunds if I don’t like the service?
Book a 15-minute intro call
Prefer to email? info@oasisledgers.com
Customized Visual Reports
A collection of unique branded reports saved to visually represent your financials to your team.