Hire the Best Financial Forecasting Specialists in Pennsylvania

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 build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses

Hello, My name is Dori, owner and operator of Accurate Accounting by Dori, LLC. I specialize in accounting cleanups and setting up accounting/bookkeeping processes. Since 2000, I have helped hundreds of small businesses with everything from accounting setups, cleanups, processes, invoicing, bill payment, payroll, sales tax, inventory, forecasting, budgeting, to customizing their accounting systems for their business needs. I am a Quickbooks Proadvisor but have also worked with other accounting systems such as Xero, Wave App, Freshbooks, to name the more popular ones. Let me take over your accounting needs so you can spend more time growing your business and enjoying your time with friends and family!

I am a US-based technical architect and senior middleware engineer with over 15 years of experience specializing in enterprise cloud-based environments. Throughout my career, I’ve had the privilege of working with Fortune 100 companies in the e-commerce, retail industries, and information services and analytics where I’ve led and contributed to e-commerce development, systems integration, DevOps, middleware, data science, and Salesforce projects. Expertise: Middleware Platforms: Specialized in Dell Boomi and Mulesoft with extensive experience building and designing integrations for Salesforce CRM, Zuora, NetSuite, Workday, SAP Fieldglass, Active Directory, Concur, and OpenAir. API Development: Expert in building APIs using Flask and working with Python 3 to deliver scalable, high-performance solutions. DevOps & Performance: Skilled in configuration management tools such as SaltStack, Ansible, and Puppet, as well as performance diagnostics tools like JMeter and HP Performance Center. Proficient in CI/CD pipelines with Jenkins, Bamboo, and AWS CodeBuild. Cloud & AWS: Strong experience with AWS services such as SageMaker, ECS Fargate, EC2 with NVIDIA GPUs, S3, Glue, Redshift, Bedrock, CodeCommit, and CodeBuild, for scalable, high-performance cloud solutions. Programming Languages: Proficient in Groovy, Java, C++, Python, with extensive experience writing efficient and scalable code. WordPress: Experience in WordPress system administration and plugin development. AI & Machine Learning: Predictive Analytics: Hands-on experience in predictive analytics and building models using XGBoost, scikit-learn, and Python for tasks such as forecasting and customer behavior prediction. Deep Learning: Proficient in building neural networks using Keras and TensorFlow, with a focus on applying these models to real-world problems such as financial forecasting and product recommendation systems. Natural Language Processing: Expertise in utilizing Huggingface models like BERT and GPT for various NLP tasks, including sentiment analysis, text classification, and named entity recognition. FAISS & RAG Workflows: Skilled in using FAISS combined with RAG workflows to build efficient similarity search systems, enhancing data retrieval and decision-making processes across platforms. Salesforce Development: Extensive experience developing solutions in Salesforce, including creating custom integrations, automating business processes, and enhancing Salesforce’s functionality using Apex, Visualforce, and Lightning components. With a strong foundation in middleware technologies, cloud computing, AI/ML, and DevOps, I am well-equipped to deliver robust, scalable, and efficient solutions for your business needs. I’m passionate about building innovative systems to drive business success and look forward to collaborating with you on your next project.

I'm a finance expert with several years of experience modeling multi-billion dollar company financial statements and forecasting their earnings and cash flow growth, using various metrics to determine a target stock price. This translates well into personal finance skills and the use of Excel to create visually pleasing, easy-to-understand models and presentations to depict a personal, financial, or analytical story. My expertise in Python allows me to automate mundane tasks as well, freeing up crucial headspace to pursue more fruitful endeavors! I have a wide understanding of the oil, gas, hydrogen, and renewables industry, which I've written hundreds of professional-grade research notes for hedge funds and other institutional clients to help inform their investment decisions. Feel free to shoot me a message! I'm always up to talk all things finance, economics, energy, and coding!

I combine real Amazon business experience with advanced software architecture, analytics, and automation. As someone who owns and manages Amazon accounts myself, I understand the daily challenges sellers face — sales growth, PPC decisions, inventory pressure, supply chain issues, scattered reports, and unclear profitability. My strength is not just advising; I build the systems behind better decisions. I create ERP, dashboards, analytics, and automation solutions that help Amazon and eCommerce sellers manage operations end to end with more clarity and control. My goal is to put the full eCommerce business at the owner’s fingertips — with better visibility, easier control, and peace of mind.