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Top-Rated Plus | 10+ Years Experience | $100K+ Earned on Upwork | U.S. Master’s in Accountancy & CPA-Equivalent Are you looking for an accountant who doesn’t just “manage books” but actually helps you save time, stay compliant, and grow profitably? That’s exactly what I do. With over 10 years of hands-on experience and $100K+ earned working with U.S. clients on Upwork, I bring the right mix of technical expertise, strategic insight, and proven results to every project. Clients trust me because I combine the knowledge of U.S. Master of Accountancy (University of Illinois) and Chartered Accountant (CPA-equivalent) — with practical experience across bookkeeping, tax, reporting, and financial systems. ✅ What I Deliver Full-Cycle Bookkeeping & Accounting – QuickBooks Online, Xero, NetSuite U.S. Tax Preparation & Advisory – Certified IRS VITA volunteer with experience filing federal & state returns GAAP-Compliant Financial Reporting – including ASC 606 and revenue recognition standards Audit & Compliance Support – smooth coordination with auditors and regulators Financial Planning & Insights – budgeting, forecasting, and data dashboards (Excel, Tableau, SQL, Python) 📈 Proven Results Helped U.S. businesses increase profitability by up to 25% through smarter financial planning Reduced month-end close times by 18%, ensuring faster and more reliable reporting Improved billing accuracy by 20%, accelerating cash collections across clients Delivered smooth audits with fewer adjustments year-over-year for multiple businesses If you’re searching for a reliable financial partner who can bring clarity to your numbers, ensure compliance, and give you insights to scale with confidence — let’s connect. As a Top-Rated Plus freelancer, I’m committed to long-term partnerships and measurable results for U.S. businesses. 📩 Let’s connect to discuss how I can simplify your finances and help your business grow with confidence.

"If your numbers aren’t clear, your decisions won’t be either." Most businesses don’t have a revenue problem they have a visibility problem. Messy books, delayed reporting, and unclear cash flow make it hard to know what’s actually working. That’s where I come in. I build and maintain clean, reliable financial systems so you always know where your business stands and what to do next. What I Can Help You With: • Monthly Bookkeeping – Accurate categorization, reconciliations, and consistent monthly close • Catch-Up & Clean-Up – Fix messy or outdated books and bring everything current • Financial Reporting – Clear P&L, Balance Sheet, and Cash Flow reports • AP / AR Management – Track payables, receivables, and improve cash flow visibility • System Setup & Optimization – Proper setup of QuickBooks, Xero, or Zoho Books with scalable workflows How I Work: I focus on clarity, consistency, and accuracy - no guesswork, no overcomplication. ✔ Clean and structured financial records ✔ Reliable monthly closing process ✔ Clear communication (no unnecessary accounting jargon) ✔ Systems that scale as your business grows You’ll Always Know: • What you’re actually making • Where your money is going • What needs attention next As You Grow (Advanced Support): • Automation & process improvement • CRM + accounting integrations (Zoho, etc.) • KPI tracking & financial dashboards • CPA-ready books for tax season Technical Skills: • Accounting Software: QuickBooks Online, Xero, Zoho Books • Bank & Credit Card Reconciliation, Journal Entries, Chart of Accounts Structuring • Financial Reporting: P&L, Balance Sheet, Cash Flow, Custom Reports • Accounts Payable / Receivable Management • Payroll coordination & expense tracking • Data cleanup & historical reconstruction • Integrations: Zoho CRM, Stripe, PayPal, Shopify, bank feeds • Automation tools: Zapier, Zoho Flow • Data handling: CSV imports, bulk edits, financial data structuring If your books are messy, behind, or unclear. I’ll give you a clear, actionable plan to fix them. Send me a message or invite me to your job. I’m happy to review your current setup and tell you exactly what needs to happen next.

Certified Public Accountant with over 15 years of experience in accounting for small to mid-sized companies. As a Certified Public Accountant (CPA) I specialize in finance, accounting & auditing for diverse industries such as Technology, Energy, Advertising and Media agencies and other professional services firms. I bring a wealth of knowledge and experience to help you manage your financial matters with precision and confidence. Why Choose Me: Professional Expertise: With my CPA credentials and years of experience in the field, you can trust that your financial records and reviews will be handled with the utmost professionalism and attention to detail. Accurate Bookkeeping: I understand that maintaining accurate financial records is the cornerstone of any successful business. I will meticulously handle your bookkeeping needs, ensuring that your financial data is organized, up-to-date, and compliant with industry standards and regulations. Thorough Financial Review: Whether you need a comprehensive financial analysis or a detailed review of your financial statements, I will provide you with actionable insights and recommendations to help you make informed decisions for your business's future. Customized Solutions: I recognize that each client has unique financial goals and challenges. I will work closely with you to tailor my services to your specific needs, whether it's managing day-to-day finances or conducting in-depth financial audits. Timely Deliverables: I understand the importance of meeting deadlines and will ensure that your financial reports and reviews are delivered promptly, enabling you to stay on top of your financial obligations and strategic planning. Data Security: Your financial data is sensitive, and I take data security seriously. I will implement robust security measures to safeguard your information and maintain strict confidentiality. Services I Offer: Bookkeeping and record keeping Financial statement preparation Account reconciliation Budgeting and forecasting Tax planning and compliance Financial analysis and reporting Audit preparation and support Certification, compilations & reviews of finanical statements Let's Collaborate: Whether you're a small or mid size business owner looking for a reliable bookkeeper or an organization in need of a skilled financial reviewer, I am here to assist you. My commitment is to provide you with accurate, actionable financial insights that can drive your success. Feel free to reach out to discuss your financial needs, and together, we can achieve your financial goals. Let's embark on a journey to financial excellence together. Qualifications: Certified Public Accountant (Montana) A qualified Chartered Accountant from the Institute of Chartered Accountants in India (ICAI). Masters in Accounting and Taxation. QuickBooks Certified ProAdvisor.

Hey! I am a CPA with 15 years of experience working with some of the largest Fortune 500 companies in the world including: Google, Exxon Mobil, and HP inc. I have a masters degree in accounting from University of Texas at Austin, a CPA licensed in Texas and also a Certified Quickbooks ProAdvisor. I have a passion for helping small businesses get a clear picture of their performance and metrics. That is why I started a bookkeeping firm. My goal is to see satisfied clients who have an understanding of the financial health of their business. I am looking to grow my small bookkeeping business and I am looking to take on long term clients. I offer customizable solutions tailor made to your business needs. I am new to Upwork, so I will charge a discounted price for a limited time as I grow my client base. I pay close attention to detail and will really go the extra mile for you and your business. I set clear objectives and expectations and over communicate to make sure my clients always feel comfortable and secure.

Most businesses contact me when their accounting numbers stop making sense. The bank will not reconcile, payroll reports do not match the books, inventory and COGS are wrong, or financial statements cannot be trusted. Often the books appear complete, but the underlying accounting structure is broken. This is where most of my work begins. I specialize in stepping into accounting systems that have become messy, inconsistent, or unreliable and rebuilding them into accurate financial records that business owners can rely on. My work often involves identifying where the breakdown occurred, correcting the accounting structure, and restoring financial reporting that management can actually use. I have more than 15 years of hands-on accounting experience across industries including construction, manufacturing, e-commerce, healthcare, and technology startups. I operate Bloss Financial Services as a one-person accounting practice, which means clients work directly with the accountant doing the work. Nothing is outsourced and every engagement receives direct attention from start to finish. Services • Bookkeeping cleanup (monthly or multi-year) • Accounting system repairs in QuickBooks, Sage, and Xero • Bank and credit card reconciliation cleanup • Financial statement reconstruction when records do not tie out • Inventory, COGS, and job costing structure • Payroll reconciliation and payroll tax compliance corrections • Controller-level financial reporting and oversight Past Results • Rebuilt two years of Sage accounting records for a metal foundry, including intercompany cleanup and corrected financial reporting. • Corrected Shopify, A2X, and Xero mapping issues for an e-commerce fashion brand and implemented proper COGS tracking. • Diagnosed and corrected multi-state payroll tax and business registration issues for an e-commerce company, closing unnecessary state accounts and restoring compliant payroll reporting. • Established job costing system for an excavation company, enabling accurate tracking of labor, materials, and equipment costs by project. • Fully reconstructed the general ledger for a mental health clinic after offshore bookkeeping errors created unreliable financial statements. • Built investor-ready financial statements (Profit & Loss, Balance Sheet, Cash Flow) for a fintech startup using raw transactional data. • Created an automated cash flow forecasting calendar for an e-commerce retail business to project revenue, inventory purchases, and operating expenses. Accounting Diagnostic Review Many clients are not sure what is actually wrong with their accounting system. Before beginning a large cleanup, I often start with a diagnostic review of the books. During this review I examine the accounting file, reconciliation history, financial statements, and supporting reports to identify where problems are occurring. The result is a written summary outlining: • reconciliation issues • incorrect chart of accounts structure • payroll or tax reporting discrepancies • inventory and COGS problems • financial statement inconsistencies • recommended steps required to correct the books This allows business owners to clearly understand what needs to be fixed before investing in a full cleanup project. About My Practice Bloss Financial Services is intentionally structured as a one-accountant practice. Clients work directly with the person analyzing the books, diagnosing the problems, and implementing the solutions. This approach avoids the common situation where accounting work is delegated through layers of staff and ensures that complex financial issues receive experienced attention. Engagement Options I work with clients in several ways: • One-time accounting cleanup and diagnostics • Financial statement reconstruction • Catch-up bookkeeping and reconciliation repair • Ongoing remote accounting support If your books do not reconcile, your financial statements do not match reality, or previous bookkeeping created confusion, I can help identify the problem and fix it.

I am a CPA with a background in financial reporting, technical accounting and controllership functions. I am licensed in TX and ID. I have been on the Upwork platform since 2023 and the clients that have hired me have retained me because of my critical thinking and technical accounting strengths. Because of the volume of interview requests, the best way to get an immediate response is by direct messaging me :) I have experience in accounting systems including QBO, Rent Manager, MS office including excel - have built and worked with schedules that increase operation efficiency, Gusto, Expensify, Brex, Stripe, Appfolio, Sharefile, and Bill.com. I have experience integrating all these tools with QBO. Startup experience includes proforma f/s, CAC, ARR, MRR analytics, preparing and tracking cap tables, Carta experience as well as 409A valuations in Carta. My goal is to build my niche in the startup world. I really enjoy adding value these budding organizations as it is an incredibly rewarding process. My story- I began my career working in financial reporting and moved to public accounting where I had clients in the financial services, real estate, financial tech, retail and state and local agencies. From there onwards, I moved into senior management roles in fortune 500 companies that involved more strategic decision making, adding value in a more direct manner, interacting with C-suite members and implementing process efficiencies. With this experience in tow (and a significant amount of burnout), I decided to join Upwork to take a break from the corporate life that I had been in for about 2 decades then. My journey with Upwork has been incredibly rewarding in that it has been the culmination of everything that I have learned in school and work thus far. My corporate role experiences, the diversity in my industry experience and every interaction that I have ever had in my life lend a unique blend of skill set that allows me to serve my clients in way that blends day to day accounting with a touch of higher level strategic thinking. I am well versed in day to day bookkeeping as well as month end, quarter end and year end close. I am able to handle complex accounting issues, help with streamlining close and delivering financials that will give my clients a clear picture of their business’ financial performance. My work ethic is about getting the job done, being detail oriented and communicating timely. I respect my clients’ deadlines and being available to them when they need me. Thank you for reading my profile and I look forward to hearing from you.