About Us
Real Expertise. Real Relationships.
Koss Accounting Solutions was built on a simple belief: small businesses, nonprofits, and care facilities deserve the same quality of financial management as large organizations — without the overhead of a full-time finance department.
Meet Katie Koss
Founder & Lead Advisor
Katie Koss founded Koss Accounting Solutions after more than a decade working in accounting and financial management across industries — from small businesses navigating rapid growth to nonprofits managing complex grant portfolios to assisted living operators trying to make sense of MCO billing.
What she kept seeing was the same gap: organizations that needed strategic financial guidance but couldn't justify — or afford — a full-time CFO or controller. They were making important decisions without the right financial foundation underneath them.
KAS was built to close that gap. Katie brings the expertise of a seasoned financial professional directly to clients who need it most, working as a true partner rather than a vendor — embedded in the business, invested in the outcome, and always focused on what the numbers mean for the people behind them.
- 10+ years in accounting and financial management
- Experience across small business, nonprofit, and senior care sectors
- Specialization in fund accounting and grant compliance
- Fractional CFO advisory for growth-stage businesses
"I started KAS because I believe every business owner deserves to understand their numbers — and to have a financial partner who's as invested in their success as they are."
Our Mission
To give small businesses, nonprofits, and care facilities the financial clarity and strategic guidance they need to grow with confidence — without the cost of a full-time finance team.
Clarity over complexity
We translate financial data into plain language so you always know where you stand and what to do next.
Partnership over transactions
We work alongside you, not just for you. Your goals become our goals, and we stay invested in the outcome.
Precision in everything
Accurate books, clean processes, and reliable reporting aren't optional — they're the foundation everything else is built on.
Industry depth
We don't try to be everything to everyone. We go deep in the sectors we serve so our clients get expertise, not generalism.
Our Three-Level Review Process
Every engagement at KAS runs through a structured three-level review — because accuracy isn't something we leave to chance.
Transaction-Level Review
Every transaction is coded, categorized, and reconciled against source documents. Nothing moves forward until the underlying data is clean and complete.
Period-Level Review
At close, we review the full period for consistency, completeness, and accuracy — checking that accounts balance, allocations are correct, and nothing has been missed.
Strategic-Level Review
We step back from the numbers and look at what they mean. Trends, variances, and anomalies are flagged and discussed so you always have the context to make good decisions.
What Clients Are Saying
Real feedback from the businesses, nonprofits, and care facilities we serve.
"Before KAS, I was making major business decisions without really understanding my numbers. Within three months, I had clean books, accurate reports, and — for the first time — a real picture of where my business stood financially."
Sarah M.
Owner, Service Business — Racine, WI
"We went into our annual audit with more confidence than we'd ever had. Katie had our grant tracking organized, our restricted funds properly documented, and our board reports ready to go. The auditors were impressed — and so were we."
David L.
Executive Director, Nonprofit — Kenosha, WI
"MCO billing was eating up hours every week and we still weren't confident the numbers were right. KAS cleaned up our AR, fixed our reconciliation process, and helped us recover outstanding reimbursements we didn't even know we were owed."
Michelle R.
Administrator, Assisted Living Facility — Southeast WI
"I handed Katie two years of messy QuickBooks files and a lot of anxiety. She handed back clean, reconciled books and a clear explanation of exactly what had happened. I finally feel in control of my business finances."
James T.
Founder, Contracting Business — Milwaukee, WI
"What sets Katie apart is that she doesn't just send reports — she explains what they mean and what we should do about it. Our leadership team now actually uses our financial data to make decisions. That's a first for us."
Renee K.
CEO, Growing Small Business — Racine, WI
Community Involvement
At Koss Accounting Solutions, we believe strong businesses help build strong communities. Giving back, supporting local entrepreneurs, promoting financial education, and building meaningful relationships are important parts of who we are. Our founder, Katie Koss, is actively involved in organizations throughout Racine and Kenosha that strengthen our local business community.
Racine Founders Rotary Club
Katie is a proud member of Racine Founders Rotary, connecting with local leaders and supporting initiatives that make a lasting difference in our community.
Racine Area Manufacturers and Commerce (RAMAC)
As an active RAMAC member, Katie participates in local business events, networking opportunities, and initiatives that strengthen Racine's business community.
Gateway Technical College – Accounting Advisory Board
Katie serves on Gateway Technical College's Accounting Advisory Board, contributing industry insight to help support accounting education and prepare future professionals for the workforce.
SecureFutures – Financial Education
Katie volunteers as a Money Coach through SecureFutures, helping young people in Southeastern Wisconsin develop financial literacy, confidence, and essential money management skills.
Racine Rise & Connect – Founder
Katie founded Racine Rise & Connect, a local networking group that brings business owners and professionals together to build meaningful relationships, share ideas, and support one another's growth.
Youth Development & Scouting
Katie supports local youth development through volunteer involvement with Scouting America, including serving as a troop treasurer and helping support activities that build leadership, responsibility, and life skills.
Frequently Asked Questions
Answers to the questions we hear most often from prospective clients.
Ready to Work Together?
Book a free 30-minute consultation and let's talk about what better financial management could look like for your organization.