Hire the Best Sage 50 Accounting Specialists
in the United States

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.

*QuickBooks Pro Advisor, Financial Reporting Specialist, EFIN & PTIN Holder, Data Entry * I am a results-driven IRS authorized ERO, EFIN & PTIN holder, Certified Bookkeeping, Tax, and Financial Expert with a proven track record of helping small businesses, entrepreneurs, and nonprofits achieve financial clarity and compliance. My goal is to simplify the financial side of your business, reduce tax liabilities, and ensure compliance—so you can focus on growth with confidence. Whether you need a one-time cleanup or long-term partnership, I deliver precision and peace of mind. 💼 Expert Services I Offer: ✔️ Full-cycle bookkeeping (AP/AR, reconciliations, journal entries). ✔️ QuickBooks Online/Desktop and Xero setup, cleanup, and maintenance. ✔️ Individual and business tax preparation (Schedule C, S-Corp, Partnership, Nonprofit) ✔️ 1099 filing, sales tax, payroll tax, and quarterly estimated taxes ✔️ Custom financial reports (P&L, Balance Sheet, Cash Flow, Budget vs. Actual) ✔️ Year-end close, audit support, and IRS correspondence ✔️Financial Reporting & Modeling ✔️Training & Support 📊 Tools & Platforms: • QuickBooks Online & Desktop (Certified ProAdvisor) • Xero | Bill.com | Gusto | Melio | Microsoft Excel • Zoho | NetSuite | FreshBooks | MS Dynamics | Business Central • IRS & State e-file portals 🔒 Your finances deserve accuracy, insight, and reliability. I bring the expertise to keep your books clean, your taxes compliant, and your financials working for you—not against you. Let’s work together to bring clarity, confidence, and control to your business finances. 📩 Contact me today to discuss how I can support your goals.

With over 15 years of experience, I have an extensive background in financial reporting and analytics, budgeting and audits. Working from the fundamental accounting systems up to financial modeling, I provide insights into profitability analysis and strategic planning. As an experienced accountant, I have successfully led financial teams in all areas of accounting from AP, AR, purchasing, logistics, treasury, and payroll. My expertise extends to a variety of business models with mult-entity complexity to handle intercompany transactions, reconciliations, consolidations and the treasury operations required to enable the proper functioning of a financial operation that relies on multiple banks and investors for liquidity and growth. By leading a wide range of departments in accounting and finance, I have the experience to maintain audit-readiness for a client with a complex business model and disparate capital providers. I have an MBA from Colorado Technical University and BS in Accounting from Nicholls State University.

I have worked in accounting for 35 years. I have a lot of experience in homebuilding and commercial construction, as well as residential and commercial property management. Additionally, I've done non-profit accounting (Habitat for Humanity) and restaurant accounting (two pizza restaurants). I'm very good at cleaning up balance sheets and reconciling balance sheet accounts. I have done the accounting for many companies with multiple entities, interco reconciliations and consolidated financial statements. I am also very good at process revision. I've used this ability to shorten the month end close timeline for several companies as well as to improve their cashflow reporting, job cost reporting and financial reporting, I also have quite a bit of experience with payroll and HR. I've handled various software conversions over the years. I can use Quickbooks, Sage 100/300, JD Edwards, Procontractor, Compeat and Paychex Flex software. I am a fixer- I can fix any issues you have!

While holding a CPA license in Washington State, I am your one-stop shop for expert accounting services and business advising. I have a large library of hard skills to drive my work and provide increased value to you! I am available for limited projects as well as fractional services on-going. I currently have 10 hours a week available for new clients. EXPERT SKILLS General Ledger Accounting and Clean-Up - QBO, QB Desktop, MIP, SAGE, APLOS, and others Excel and Deep Dive Data Analysis Financial Reporting that provides meaningful metrics in real time - tailored to your specific business model Dashboards, KPI's, Performance Measurement - tailored to keep the most important goals and constraints top of mind Operationalize processes - Maximize efficiencies Revenue Recognition and Cash Flow - it is complex! Let me help you with this! COGS - including your mix analysis Budgets and Variance Reporting Cash Flow Forecasting US GAAP: non-profits, professional services, e-commerce, construction, landscape, SAAS, revenue recognition Systems: Quickbooks Pro, MIP, Sage, APLOS, MS Suite, Power BI, Buildium, AppFolio, Gusto, Paylocity, Paychex, ADP, Bill, Ramp, Slack, Teamwork, ChapGPT and MORE!!

Bilingual Accounting Professional fluent in English and Spanish with experience in banking, consulting, construction, and other industries. Business-focused with a track record of providing excellent client service. CAREER HIGHLIGHTS * Self-starter with the ability to thrive in a fast-paced entrepreneurial environment, with a high level of integrity * Skilled at team collaboration while working independently in remote environments for a 2 million revenue IT Software services company * Solved critical issues in client accounting by collaborating closely with different departments and vendors * Established processes to streamline the collection of outstanding accounts, dramatically increasing the cash flow of the business * Paid close attention to detail when entrusted with financial responsibilities, such as finding discrepancies between bank balances