Kelly Bloss
Accountant Bloss Financial Services
Controller-level experience, real-world grit. I help businesses clean up their books, track labor costs, and stop leaking money—and I help individuals file taxes, track spending, and stay ahead. If it’s financial chaos, I’ll turn it into calm.
Business Services
Need something custom or not listed here? Let’s talk. I tailor services to real people, not templates.
📊 Bookkeeping & Accounting
• Full-charge bookkeeping & cleanup (QuickBooks, Xero, Sage, Jonas)
• General ledger setup and maintenance
• Monthly and quarterly financial statement preparation
• Bank and credit card reconciliations
• AP/AR processing and vendor management
• Accrual and cash basis reporting
• Chart of accounts design and reorganization
• Historical data cleanup and year-end review
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🧾 Tax-Related Services
• Sales tax filing (multi-state & e-commerce platforms)
• Business income tax prep support (1120-S, Schedule C)
• 1099 filing and contractor reporting
• Tax form tracking and year-end prep for CPAs
• IRS and state letter response and resolution
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💰 Payroll & Compliance
• Payroll processing (W-2, 1099, union and non-union)
• Davis-Bacon and certified payroll compliance
• Union fringe benefit reporting and reconciliation
• PTO, sick leave, and payroll policy tracking
• Payroll tax filing support and audit coordination
• New hire onboarding and W-4 review
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🛍️E-Commerce Accounting (Shopify/Stripe/PayPal)
• Platform revenue integration (A2X, spreadsheets, direct import)
• Shopify fee and transaction reconciliation
• Cost of goods sold breakdown (raw materials, factory labor, fulfillment)
• Monthly inventory valuation and journal entries
• Shipping, merchant fee, and discount tracking
• Breakeven and margin analysis by product or channel
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🧱Construction & Job Costing
• Job costing system setup (spreadsheet or software-based)
• Labor and material cost tracking per project
• Lien processing and documentation support
• Union payroll fringe reporting
• OSHA and subcontractor compliance tracking
• WIP reporting and cost-to-complete support
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🏢 Nonprofit Accounting
• Grant tracking and restricted/unrestricted fund reporting
• Rebuilding outsourced books and correcting allocations
• General ledger redesign for 501(c)(3) compliance
• Reconciliation of grant spending to reimbursement requests
• Year-end board report and audit prep
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Services for Individuals
Need something custom or not listed here? Let’s talk. I tailor services to real people, not templates.
🧾 Personal Tax Support
•Federal and state tax return preparation (Form 1040 & schedules)
•Tax amendments and prior-year catch-up filings
•IRS/state notice response support
•W-4 and withholding review to avoid underpayment issues
•Estimated tax payment planning
•Freelance/gig worker 1099 support
•Tax deduction strategy (home office, mileage, medical, etc.)
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💸 Money Organization & Planning
•Personal budgeting and debt tracking
•Tax prep checklist and document organization
•Cash flow planning and bill management support
•First-time filer coaching and tax season walkthroughs
•Personal spreadsheet builds for expense tracking
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🧠 Freelance & Side Hustle Support
•Self-employed income tracking
•Business expense classification and deduction help
•Quarterly estimated tax planning
•Bookkeeping system setup for sole proprietors
•Transitioning from hobby to legit business (compliance support)
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👩👧👦Life Events & Special Situations•FAFSA income documentation assistance
•Inheritance or trust income tracking
•Tax support for landlords and retired individuals
•Divorce/separation tax help and filing strategies
My Story
I live in Erie, Pennsylvania with my husband Jarred and our two senior dachshunds—Twix (15) and Charlotte Naria (13)—who run the house and keep things interesting.I graduated from Edinboro University in 2011 with dual bachelor’s degrees in Business Administration & Accounting and Communications.Real-World Experience, Small-Business StrengthThe best thing about building a career inside small businesses is that you’re forced to become self-reliant—and fast. There’s no department to kick things to, no layers of review. If something breaks, you fix it. If you don’t know how, you teach yourself. I’ve held the highest—and often only—accounting role in the company, handling everything from data entry to delivering financial reports & strategy directly to the owner.
That kind of environment shapes you. It teaches you how to think critically, move fast, and take full ownership of your work.
Contact
Ready to stop stressing over your books or taxes? Send me a message and let’s figure out how I can help — no pressure, no judgment, just real answers.Email: [email protected]
Phone: 814-218-3040