Professional Summary
Accomplished finance professional with extensive experience in financial management, accounting,
operations, and auditing across nonprofit, governmental, and private sectors. Adept at overseeing financial
and temporal affairs, ensuring compliance with regulatory policies, and leading financial planning and
analysis to drive operational efficiency. Strong leadership, risk management, and internal controls expertise
with a deep understanding of International Financial Reporting Standards (IFRS) and International Auditing
Standards (IAS). A strategic thinker with a proven ability to implement financial controls, optimize budgeting
processes, and enhance organizational financial health.
Accounting
Bookkeeping
Accounting Basics
HR & Business Services
Light Bookkeeping
Recruiting
Financial Planning
Compliance
Audition Preparation
Leela Sai K.
Jenkintown, Pennsylvania
$35/hr
5.0
13 jobs
I'm licensed ๐๐๐(๐๐๐) ๐ฐ๐ข๐ญ๐ก ๐๐ฑ๐ญ๐๐ง๐ฌ๐ข๐ฏ๐ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ in US tax compliance, bookkeeping, and financial advisory services. I specialize in helping businesses stay financially organized and compliant. My expertise spans across industries, with a focus on serving small to medium-sized businesses and entrepreneurs.
My expertise spans from preparing complex tax returns (๐๐๐๐, ๐๐๐๐, ๐๐๐๐๐, ๐๐๐๐) to providing financial advisory and compliance support to businesses and individuals across the US.
๐๐ฒ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐
โ Finalized books of accounts using QuickBooks, ensuring accurate financial records.
โ Provided strategic tax planning services tailored to client needs.
โ Prepared and filed tax returns (1040, 1065, 1120S, 1120) using ProConnect and UltraTax software.
โ Filed international tax returns for individuals, including claiming foreign tax credits.
โ Represented clients before the IRS and state tax authorities, including drafting letters and
penalty abatement requests.
โ Compiled and reviewed financial statements to ensure compliance with regulatory standards.
โ Engaged directly with clients to provide tax planning insights, profit forecasting, and report preparation.
๐๐จ๐๐ญ๐ฐ๐๐ซ๐โ๐ฌ ๐ก๐๐ฏ๐ข๐ง๐ ๐ก๐๐ง๐๐ฌ-๐จ๐ง-๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐
โ Quick Books Online and Desktop, MENU Payroll fillings
โ Xero, Sage 300, MYOB, Buildium, Freshbooks Cloud Accounting, Bill.com
โ Aero work flow manager, and Odoo
โ Proconnect Software and Ultra Tax software
๐๐ก๐ฒ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ฒ๐จ๐ฎ ๐ก๐ข๐ซ๐ ๐ฆ๐?
โ Prompt communication
โ Ability to explain complex financial and tax concepts in simple terms.
โ Timely communication to address queries and provide updates.
โ Accuracy in financial records, tax filings, and compliance to minimize errors and avoid penalties.
โ Strategic Tax Planning: Identifying legal ways to minimize tax liabilities.
โ Proactive Guidance: Offering solutions to improve financial health or resolve compliance issues.
โ Familiarity with US federal, state, and international tax laws, including the preparation of tax
returns (e.g., 1040, 1065, 1120, 1120S).
โ Knowledge of handling audits, penalty abatement requests, and communication with IRS or state
tax authorities.
โ Experience working with small and medium size businesses, startups, corporations, real estate,
rental business, professionals, lawyers, doctors, IT businesses, E-commerce and manufacturing
companies.
My expertise as a ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ ๐๐ฎ๐๐ฅ๐ข๐ ๐๐๐๐จ๐ฎ๐ง๐ญ๐๐ง๐ญ ensures ๐ฉ๐ซ๐๐๐ข๐ฌ๐ข๐จ๐ง ๐๐ง๐ ๐๐๐๐ข๐๐ข๐๐ง๐๐ฒ in financial management.
Thanks
Accounting
Bookkeeping
US Taxation
Payroll Accounting
GAAP
Accounting Basics
Financial Planning
Tax Accounting
Antonia M.
Pittston, Pennsylvania
$75/hr
4.9
123 jobs
Are you looking for an experienced leader who can strengthen your financial controls, organize business operations, and manage critical HR functions?
I bring 15+ years of experience across Controller services, QuickBooks Online, Business Operations, and HR Management. I help growing companies create reliable financial processes, scalable operating systems, and well-managed employee programsโall while remaining hands-on with daily execution.
With an MBA, a Bachelor of Science in Accounting, and QuickBooks Online ProAdvisor certification, I combine financial expertise with extensive experience leading business and people operations. I can support a specific project, provide fractional leadership, or manage an ongoing function.
๐ท CONTROLLER & ACCOUNTING OPERATIONS
I help businesses improve financial accuracy, visibility, controls, and cash flow. My experience includes hands-on accounting operations and higher-level financial oversight.
๐ป QuickBooks Online setup, cleanup, and ongoing management
๐ฆ Bank, credit card, and account reconciliations
๐ณ Accounts payable and vendor payment management
๐ฐ Accounts receivable, invoicing, and collections
๐ Monthly close and financial reporting
๐ Cash-flow tracking and forecasting
๐ Budget development and variance analysis
๐งพ Payroll review, processing, and accounting coordination
๐ Expense management and vendor oversight
๐ Internal controls and approval workflows
๐ Financial dashboards and management reporting
๐ Accounting processes, documentation, and SOPs
๐ค Coordination with CPAs, tax professionals, and leadership
I have implemented and optimized QuickBooks Online, corrected financial-process gaps, improved reporting accuracy, strengthened invoicing and collections, and identified duplicate or unnecessary vendor charges that saved companies money.
๐ท BUSINESS OPERATIONS MANAGEMENT
I build the operational structure companies need to grow without losing visibility, accountability, or control.
๐ฏ Business operations management and strategic planning
๐ SOPs, policies, workflows, and operational playbooks
โ๏ธ Process assessment and continuous improvement
๐ Cross-functional project and program management
๐ KPI development and executive dashboards
๐ป Systems implementation and integration
๐ค Vendor, contract, and expense management
โฑ๏ธ Time tracking, utilization, billing, and revenue operations
๐ฅ Team coordination and operational leadership
๐ Knowledge-base development and business continuity planning
๐ Change management and employee adoption
๐ข M&A due diligence and post-acquisition integration
I have built operations functions from the ground up, authored more than 20 SOPs and operational playbooks for individual organizations, and helped scale a technology company from fewer than 10 employees to more than 100 employees across 15+ states.
๐ท HR MANAGEMENT & HR OPERATIONS
I provide hands-on HR management and People Operations support throughout the employee lifecycle. My background includes serving as an HR Operations Manager, HR Business Partner, Director of Business Operations, and HR systems administrator.
๐ฅ HR Operations and People Operations management
๐ค HR Business Partner support
๐ Employee onboarding and offboarding
๐ Recruiting operations and applicant tracking systems
๐ต Payroll and benefits administration
๐ฌ Employee relations and performance management
โ๏ธ HR compliance and employee documentation
๐บ๏ธ Multi-state workforce administration
๐ Employee handbooks, policies, and procedures
๐ข HR Shared Services development
๐ป HRIS and ATS implementation and administration
๐ Workforce reporting and HR data management
๐ก๏ธ PEO administration and vendor coordination
๐ฃ Organizational change and employee communications
I have led recruiting operations supporting 40โ50 hires annually, built People Operations infrastructure for a workforce of more than 100 employees, and helped establish HR Shared Services capabilities supporting approximately 2,000 employees and contractors.
๐ท SYSTEMS & TECHNOLOGY
๐ฐ Accounting and finance: QuickBooks Online, Xero, FreshBooks, Oracle Financials, SAP Concur, Expensify and Harvest
๐ฅ HR, payroll and recruiting: BambooHR, Rippling, ADP, TriNet, Gusto, Lever and Greenhouse
โ๏ธ Business operations: Salesforce, Microsoft 365, Google Workspace, SharePoint, Confluence, Asana and other project-management platforms
๐ท LETโS WORK TOGETHER
Whether you need a Controller, QuickBooks Online expert, Business Operations Manager, HR Manager, or fractional operations leader, I can step in, assess your needs, and create practical systems that support your business.
My approach combines strategic leadership with hands-on execution. I do not simply recommend improvementsโI help build, document, implement, and manage them.
๐ฌ Message me to discuss your accounting, business operations, or HR needs.
Business Operations
Project Management
Salesforce CRM
Bookkeeping
QuickBooks Online
Process Improvement
FreshBooks
Xero
Human Resources
Information Technology Operations
ClickUp
Accounts Payable Management
Accounts Receivable Management
People Management
Post-Merger Integration
Paul H.
Media, Pennsylvania
$50/hr
4.9
57 jobs
My name is Paul Hilliard; I am a versatile Certified Management Accountant with a B.S. in Accounting from an accredited university. I have over 15 years of professional accounting and finance experience. Some of my strengths and skills are bookkeeping, budgeting, financial modeling/analysis, cash flow management, financial statement creation, and analysis.
I am a good fit for a business looking for someone they can rely on to take ownership of all aspects of their accounting and finances. There is no work too small or too big and complex for me to do for you. I enjoy building a good working relationship with my clients and ensure that they feel better about their business after working with me.
Whether you need bookkeeping or a full-time CFO, I am the professional you can rely on to not only get the work done but exceed your expectations and make your business better overall.
Tax Preparation
Microsoft Excel
Budget Management
Invoicing
Bookkeeping
Intuit QuickBooks
Oracle NetSuite
Payroll Accounting
Accounts Payable Management
Accounts Receivable Management
Gusto
Financial Modeling
Cash Flow Modeling
Google Sheets
Alexis M.
Laceyville, Pennsylvania
$50/hr
4.5
10 jobs
20 years in the account industry with a plethora of experience in financials, auditing, risk management and strategic analysis. I have a unique skill set and acumen for digging into data and reworking it to comply with the associated accepted accounting standards. In addition to the mechanical aspect, I also provide clients ongoing and open communication about the process and endeavor to provide additional value added opportunities and solutions. I have revamped or built multiple accounting systems ranging from small quickbooks projects to large scale enterprise systems.
Fortifying my experience, I am also a licensed CPA and currently hold a CFE, CEBS and CPCU designations, in addition to 11 other designations in the insurance industry.
Financial Accounting
Financial Analysis
Intuit QuickBooks
Corporate Finance
Financial Management
Financial Reporting
Oracle Financials Applications
Kelly B.
Erie, Pennsylvania
$45/hr
5.0
13 jobs
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
โข Bookkeeping cleanup (monthly or multi-year)
โข Accounting system repairs in QuickBooks, Sage, and Xero
โข Bank and credit card reconciliation cleanup
โข Financial statement reconstruction when records do not tie out
โข Inventory, COGS, and job costing structure
โข Payroll reconciliation and payroll tax compliance corrections
โข Controller-level financial reporting and oversight
Past Results
โข Rebuilt two years of Sage accounting records for a metal foundry, including intercompany cleanup and corrected financial reporting.
โข Corrected Shopify, A2X, and Xero mapping issues for an e-commerce fashion brand and implemented proper COGS tracking.
โข 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.
โข Established job costing system for an excavation company, enabling accurate tracking of labor, materials, and equipment costs by project.
โข Fully reconstructed the general ledger for a mental health clinic after offshore bookkeeping errors created unreliable financial statements.
โข Built investor-ready financial statements (Profit & Loss, Balance Sheet, Cash Flow) for a fintech startup using raw transactional data.
โข 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:
โข reconciliation issues
โข incorrect chart of accounts structure
โข payroll or tax reporting discrepancies
โข inventory and COGS problems
โข financial statement inconsistencies
โข 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:
โข One-time accounting cleanup and diagnostics
โข Financial statement reconstruction
โข Catch-up bookkeeping and reconciliation repair
โข 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.
Manufacturing & Construction
Financial Analysis & Valuation
Forecasting
Management Accounting
Cost Accounting
Job Costing
Inventory Management
QuickBooks Online
Sage 50 Accounting
Financial Statements Preparation
Bookkeeping
Tax Preparation
Business Strategy
Tax Planning & Advisory
Account Reconciliation
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