About the Business & Situation:
Oasis Wealth Advisory is a Seasonal Business Operation in the WealthTech Platform sector.

Project Situation:
We have approximately 250 business transactions from our Annual Past 12 Months company accounts that need reconciliation against corresponding receipt files.

Operational Impact:
Our year-end tax prep and monthly cash-flow reporting cannot proceed until all ledger line items are categorized accurately.

Why We Are Hiring:
We have an upcoming commitment and need extra hands to meet our deadline.

Desired Outcome:
A balanced, verified Excel workbook categorizing all 250 transactions with receipt links and a summary chart of expenses by category.

Key Project Facts:

• business name: Oasis Wealth Advisory

• industry: WealthTech Platform

• business stage: Seasonal Business Operation

• period: Annual Past 12 Months

• transaction count: 250

• tool: Microsoft Excel & QuickBooks Export

Client Constraints & Requirements:

• Strict turnaround deadline: contractor must start immediately upon award.

• Confidentiality agreement required; all company financial files stay strictly within platform.

[!NOTE]

Notice: This project is administrative spreadsheet organization and bookkeeping support only. Not certified public accounting or tax advice.