OAS Resource Hub
Resources, events, information, and tips
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OAS News
OAS Releases Custom, Task Specific, Tools to Add-On to Your ERP!
Want to explore our available custom tools, request more info on available custom tools, or schedule the implementation of a tool?
Stay In The Loop…Join The OAS Mailing List!
Want to stay up to date on News, Updates, Shareworthy Information, Industry Insights, etc… Join the OAS mailing list and be kept up to date!
Deltek Announces They are Sunsetting Vision!
Deltek Vision 7.6 will receive a final year-end update in January 2026 and then will move to sustaining support. Sustaining support for Deltek products means no new software enhancements, hot fixes or regulatory updates. Access to your instance of Vision in the Deltek Cloud will wind down in the first quarter of 2027.
You have options!
OAS Achieves Certified Woman Owned Status by WBENC!
May 20, 2025 – OAS is proud to announce that we are certified as a Women’s Business Enterprise (WBE) through the Women’s Business Enterprise National Council (WBENC), the nation's leading third-party certifier of businesses owned and operated by women.
The meticulous WBENC Certification process has confirmed that our business is at least 51% owned, operated, and controlled by a woman or women, and has the appropriate structure and strategic business planning and implementation in place.
By including women-owned businesses among their suppliers, corporations and government agencies demonstrate their commitment to fostering diversity and the continued development of their supplier diversity programs, which in turn empowers women as leaders and brings about a more diverse, balanced and sustainable economy.
Unanet Announces 2024-2025 Partner of the Year Awards
Dulles, VA, March 20, 2025 – Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) for the government contracting (GovCon) and architecture, engineering, and construction (AEC) industries, today announced its 2024-2025 Partner Award winners. The awards recognize software, consulting, and infrastructure companies within the Unanet Partner Network that set the standard for simplifying and optimizing operations for project-based businesses. Click on title to read full article.
OAS received Partner of the Year, Again!
Unanet Announces Annual Partner Awards, OAS honored as 2023-2024 A/E Partner of the Year
Dulles, VA, March 20, 2024 – Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) for the governmental contracting (GovCon), and architecture, engineering, and construction (AEC) industries, today announced its 2023-2024 partner award winners. The partner awards recognize companies that have excelled at helping Unanet ERP and CRM customers meet their business goals.
These honored companies distinguished themselves by engaging and collaborating with Unanet and a vast list of customers, bringing about business success for all involved. They offer flexible expertise in specialized areas that add to customers’ Unanet solution and fortify its industry-leading technology.
OAS - Partner of the Year, 4 Years Straight!
Unanet Celebrates 2022-2023 Partners of the Year
Dulles, VA, March 16, 2023 – Unanet, the leading SaaS project-based ERP and CRM provider, today announced the winners of the 2022-2023 Unanet Partner Awards. The annual partner awards recognize companies that have excelled at helping Unanet ERP and CRM customers succeed in both the government contracting (GovCon) and architecture, engineering and construction (AEC) industries.
These honored companies distinguished themselves by engaging and collaborating with Unanet and a vast list of customers, bringing about business success across the board. Some of the partners have created seamless integrations with Unanet through Unanet Connect, the industry’s first and only open integration platform, which currently has more than 45 applicationsOAS - Partner of the Year!
OAS - Partner of the Year, Again!
Unanet Honors OAS as 2021 A/E Partner of the Year at Champions User Conference
Unanet, the leading SaaS project-based ERP ad CRM provider, announced the winners of the Unanet Partner Awards at its annual Champions Conference, which took place in Phoenix in May 2022. The annual partner awards recognize companies that have exceeded expectations and excelled at helping Unanet ERP and CRM customers succeed in both the government contracting (GovCon) and architecture, engineering and construction (AEC) industries. Link to Article
OAS - Partner of the Year!
Unanet A/E 2020 Partner of the Year
Outsourced Accounting Services is honored to have been recognized as the Unanet A/E 2020 Partner of the Year! Thank you to our outstanding team, our industry partners, and, most importantly, our clients for allowing us to provide such exemplary service doing work that we love!
OAS Honored to be Named Partner of the Year!
Software Info, Tips & Helpful Resources
🛠️ Custom ERP Tools from OAS
OAS has developed powerful add-on tools that makes using your ERP even better!
Custom Dashboards
Custom Tabs
Custom Actions
Custom Tools and More…
🛠️ Dynamic Invoicing Tool from OAS for Unanet AE
OAS has developed a powerful add-on tool that makes managing invoice layouts in Unanet AE easier and far more flexible.
With this tool, you can:
✅ Use ONE invoice template for all projects
✅ Configure billing rules directly within the project using a wizard-like interface
✅ Mix and match billing types at any level—Project, Phase, or Task
✅ Choose which levels to print on the invoice and post to the sales journal
✅ Gain confidence that invoices will generate correctly—with fewer manual steps and variables to manage
Save time. Reduce frustration. Say goodbye to:
❌ Constantly double-checking invoice filters
❌ Guessing which invoice template to use
❌ Making repetitive updates across multiple templates
❌ Forcing your project setup to fit rigid invoice formats
[CLICK HERE] to request more info or to schedule your implementation.
🚩16 Red Flags It’s Time to Rethink Your ERP🚩
The ERP experts at OAS have created a self assessment checklist to help you determine if its time to explore alternatives for your current business management system.
Use this checklist to spot hidden inefficiencies that cost time, money and opportunities.
CLICK HERE to download the self assessment checklist.
📊 Financial Health Report Card
Determining the current financial health of your firm can be a daunting task. The experts at OAS have created a self assessment to help you!
CLICK HERE to request a copy of the self assessment.
Unanet AE Year-End Process Checklist
The Year-End Closing process in Unanet AE doesn't have to be overwhelming. OAS has put together a helpful checklist to walk you through each step.
If we can help further with your Year-End process please contact us here: Contact Us!
CLICK HERE to download the Unanet AE Year-End Checklist!
Unanet AE Dashboards Configuration and Maintenance Guide
Dashboards in Unanet AE are a powerful feature designed to provide users with real-time, visual insights into various aspects of their business, helping them make data-driven decisions. This downloadable guide provides insight and tips on configuration and maintenance of Unanet AE Dashboards.
If we can help further with your Year-End process please contact us here: Contact Us!
CLICK HERE to download the Unanet AE Dashboard Guide!
Unanet AE Keyboard Shortcut List
Much of your work in Unanet AE can be done without taking your hands off the keyboard, which allows you to quickly tab through screens to enter information. Data Grids feature the same tab-through functionality along with arrow key navigation and type-to-edit.
CLICK HERE to download the Unanet AE Keyboard Shortcut List!
Latest Unanet Product Enhancements Demonstrate Dedication to Customer Experience and Success
Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) provider, today released the latest enhancements to its award-winning software. The new features are designed specifically to give customers integrated, industry-leading service and support, and further demonstrate why Unanet is rapidly becoming the ERP and CRM provider of choice for thousands of government contractor, architecture, engineering and construction companies across the nation. Click on the title above to read full article.
Project Financial Management Best Practices to Follow
Click on the title above to check out Unanet’s latest blog post written by Lucas Hayden about Project Financial Management Best Practices and follow to https://unanet.com/blog/project-financial-management-best-practices
Case Studies
Frederick Seibert & Associates, Inc
Read how Frederick Seibert & Associates, Inc Streamlined Operations and Enhanced Efficiencies with Unanet AE and OAS!
Click Thumbnail to Download the Report
Click Here to see Testimonials
Events
Lunch & Learn with OAS
Join the OAS team of experts in a bi-weekly Unanet AE discussion and Q&A session.
When: Every other Monday @ 12:00-1:00 PM EST
Where: Virtual via Zoom (complete the form to receive the Zoom link)
Each session features expert-led discussions on specific Unanet AE topics and an open Q&A. It's a valuable chance to gain insights, expand your knowledge, and troubleshoot challenges with other users.
Who should attend?
Unanet AE users with questions or challenges
Those looking to learn from peers' experiences
Anyone interested in maximizing Unanet AE's capabilities
Anyone interested in seeing Unanet AE in action.
[Sign up now to reserve your spot!]
Is There A Topic You’d Like Covered? Click the Button Below And Let Us Know!
Complete the following form to receive the link to this series:
Unanet 2026 Champions Conference
April 20 – April 23, 2026
Gaylord Pacific Resort & Convention Center - San Diego, CA
Champions Conference is Unanet’s annual customer event bringing together business leaders, seasoned users, and enthusiastic newcomers alike to share insights, learn best practices, and support each other.
OAS - Event Sponsor
Unanet 2025 Champions Conference
April 29 – May 2, 2025
Atlanta Marriott Marquis - Atlanta, GA
Champions Conference is Unanet’s annual customer event bringing together business leaders, seasoned users, and enthusiastic newcomers alike to share insights, learn best practices, and support each other.
OAS - Event Sponsor
Ajera Users Conference (AUA) 2026
April 22-25
Williamsburg, VA
OAS is a Loyal Sponsor.
Want help with Ajera or Outsourced Accounting Services - Click Here
Ajera Users Conference (AUA) 2025
When: April 22-25
Where: New Orleans, LA USA
OAS is a Gold Event Sponsor.
OAS is also hosting a lunch at the conference on Wednesday 4/23 from 12:00-1:00 CDT. If you’d like to join OAS for this lunch and learn Click Here to sign up, seats are limited!
OAS Referral Partner Program
Know a colleague who could benefit from evaluating a new ERP or CRM?
Or someone who could use expert support with ERP or CRM training, consulting, or outsourced accounting?
Submit their information via the form and our team will take it from there.
Referral Rewards
$100 for a successful initial discovery call
$250 when a contract is signed for a new ERP, CRM, or OAS consulting engagement
Earn up to $350 per referral.
There’s No Limit on how many you can submit.
Make The Introduction, We Do The Work
…You Earn the Reward
AEC Industry Insight
2026 Unanet Inspire Report - AEC
Explore industry insights, best practices, and benchmarks from Unanet’s comprehensive survey of over 300 leaders in AEC.
Click Images below to download your FREE copy of the report:
2024 BQE Architectural & Engineering Benchmark Reports
Creating a benchmarking report involves gathering and analyzing data to help firms understand their performance in key areas compared to industry standards. In these reports, BQE has aggregated anonymized data from over 1,400 Architectural and Engineering firms across the US, representing about 21,000 active users of BQE CORE software. By filtering this anonymous data, BQE is able to provide a clear snapshot of industry averages and best practices for KPI’s firms should regularly monitor.
Click Images below to request a copy of the reports:
Architectural Benchmarking Report
Engineering Benchmarking Report
Lead with Clarity: BQE 2025 Benchmarking Report for Architecture & Engineering Firms
In a competitive and fast-changing A&E landscape, firm leaders are under more pressure than ever to make smart, strategic decisions. Whether you're designing buildings or managing complex infrastructure projects, success depends on knowing how your firm is really performing—and how it compares to the rest of the industry.
The 2025 Architecture & Engineering Firm Benchmarking Reports gives you data from over 1,000 firms to help you assess performance, improve efficiency, and lead with confidence. From profitability and utilization to labor costs and growth trends, gain the insight you need to stay ahead.
Click Images below to download your FREE copy of the reports:
Competitive Differentiation
In this day and age, all organizations are looking to differentiate themselves from one another. Each architecture or engineering firm is looking to be different from the next one. That involves focus; getting all of the individual people in an organization working towards the same goal. When you want to stand out from the crowd, you don’t claim that your competitive differentiation is the way that we run our reports, enter our journal entries, or process our billing. Organizations look to their people for differentiation. More and more organizations are looking to let someone else manage certain aspects of the business, so the people in the organization can focus on the competitive differentiation. They say that they are not going to manage their own 401k or process their own payroll.
Organizations are realizing that they can gain an advantage by letting somebody else manage their day-to-day accounting for them. Outsourced Accounting Services (OAS) can manage that day-to-day accounting and help you to focus on the strengths of your firm.
Please contact us at info@4oasllc.com to find out how we can help your people focus on competitive differentiation while we handle some of the accounting activities that distract your people from the goal.