Each engagement is designed with your team to deliver value and insight your organization retains long after the work is complete.
Senior capacity, beside the team you already have.
The depth of a sitting CFO or COO, brought to your board and executive team through review, analysis, and recommendations. OAS does not operate your organization — we give you and your teams the information and analysis to make informed, strategic decisions, the tools and training to implement them, and the partnership to see them through.
Engagements are defined in scope and term. Financial models arrive as working Excel files you own. AI workflows and tools are documented and turned over to your staff with training. The value created stays with you, well after the engagement ends.
“Often called a fractional CFO — with one difference: your CFO seat stays yours, and everything we build stays with your team.”
OAS advises; management decides. We do not set policy, authorize transactions, hold signing or banking authority, supervise your staff, or take custody of assets. Those boundaries are what let your leadership keep and use everything we build.
Boards & Trustees
Independent perspective, governance discipline, and numbers they can trust — presented so the whole board can govern by them, not just the finance committee.
Executives
Senior capacity beside you for the opportunity, the crisis, or the gap — without adding a permanent seat or handing your judgment to someone else.
Owners & Operators
The systems, planning, and financial discipline of a much larger organization, sized to yours and built so your people can keep running it.
Eight practice areas. One standard.
Each area is organized into categories and named engagements, so you can see exactly what an engagement produces before it starts.
Every engagement delivers, without exception.
Each engagement is designed with your team to deliver value and insight your organization retains long after the work is complete.
An executive-level report summarizing scope, findings, analysis, and recommendations.
An implementation roadmap with objectives, responsible parties, and timelines.
Mid-engagement and completion check-ins with leadership and responsible parties.
Financial models as working Excel files, with the client retaining ownership.
AI models and tools — workflows, agents, automations, prompt libraries — documented, turned over to your team, and taught.
Engagements are delivered as defined-scope projects, multi-month advisory of defined term, or session-based workshops.
See a deliverable →
Jaime Conley, CPA
A CPA with more than twenty years in not-for-profit and senior living — across finance, operations, human resources, and technology. He has built budgets and forecasts, led teams through multi-phase expansion and renovation projects, steadied operations and secured government relief through the COVID-19 pandemic, strengthened balance sheets to top-quartile CARF/Ziegler ratios, carried a capital project from concept pro forma to opening, and put practical AI to work where it earns its cost.
Start with a conversation.
Tell us what is in front of you — an opportunity, a challenge, or a transition. We will tell you plainly whether OAS is the right help, and what the engagement would produce.