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Empower your Business with Expert Bookkeeping & Financial Consulting Services

Helping Contractors and Service-based Businesses Trade Late Nights Chasing Receipts for Time Spent Growing Their Business

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YOUR BUSINESS BOOKS, MANAGED FOR YOU

EXPLORE ALL SERVICES

Done-For-You Monthly Bookkeeping

Let us handle your books so you can focus on growing your business!

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DIY Bookkeeping

Perfect for business owners who want to manage their own books but need a solid foundation!

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Clean-Up Bookkeeping

Behind on your bookkeeping? No worries—we'll get your finances back on track!

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Additional Services

Explore our other services which include Payroll, Receipt Management, 1099 Filings, etc!

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STOP CHASING RECEIPTS AND START CHASING GROWTH

We don’t just manage your books—We help you understand your numbers, so you can make confident decisions, grow your business, and take back your time. Together, we’ll turn financial chaos into clarity, giving you the tools to succeed beyond the spreadsheets.

Meet Samantha, Your New Bookkeeper

Samantha Roshannon is a seasoned Financial Strategist with over 10 years of experience in operations and financial management. A graduate of Temple University's Fox School of Business, she has driven growth for both large corporations and small businesses.

Before founding Roshannon Financial, Samantha was Director of Operations for a multi-million dollar enterprise and Business & Finance Director for a rapidly growing small business. Her mission is to simplify financial management for small business owners, helping them understand key metrics to fuel growth.

Samantha Roshannon

Founder & CEO of Roshannon Financial

Bookkeeper | Financial Strategist

Samantha Roshannon

Founder & CEO of Roshannon Financial

Numbers are Kind of our Thing

20+

MONTHLY CLIENTS

$7.3M

ANNUAL REVENUE

STATES

Increase profits, reduce taxes & maximize your cash flow

Success Stories

WHAT OUR CLIENTS ARE SAYING

"Shoutout to my bookkeeping goddess! She has completely transformed my business, bringing organization and structure where there was once chaos."

"If you’re looking for someone to help keep your finances in order while empowering you along the way, I highly recommend her!"

Jackie Demcher, Owner of Kitty Lou Boutique

WHAT OUR CLIENTS ARE SAYING

"With Sam's help, we have put ourselves in a position to focus on the things that drive a business, not the things that can deter a business."

"I'm super thankful and grateful for Sam's help in building and helping sustain my small business. You got my word when it comes to Sam's credibility, dedication, and ambition to help you and your business become more profitable."

Kevin Putalavage, Owner of 5 Star Heating & Air

WHAT OUR CLIENTS ARE SAYING

"SO helpful!! Extremely detailed and organized, helped organize my personal finances to pay off 70k of debt and now does all bookkeeping for my husband’s business!"

"I cannot recommend her services enough. Professional, reliable, and very knowledgeable!!"

Meg Gutierrez, Gutierrez Painting & Renovations

WHAT OUR CLIENTS ARE SAYING

"I've been working with Samantha for about 6 months so far and I am very pleased with her work! She is very detail oriented and continuously works to streamline and make both of our experiences more efficient as she has been reviewing my books."

"She is very warm and very quick to answer every question I have either through her client portal or jumping on a call with me to talk it through"

Candance Cunningham, Owner of Candace Cunningham Mental Health Counseling

WHAT OUR CLIENTS ARE SAYING

"Working with Roshannon Financial has been a breath of fresh air. Sam recognizes breaks in your financial systems and helps to implement strategies to increase your bottom line."

"She goes beyond traditional bookkeeping by consulting with our executives on different growth strategies."

Heaven Thomas, Owner of Heaven Solutions

WHAT OUR CLIENTS ARE SAYING

"Working with Samantha this past year has been pure joy. I found her when my previous bookkeeper retired. She made the transition so easy, smooth, effective, and stress free."

"I’m so glad I found her and I would highly recommend her to anyone needing her services! Oh, and she’s super nice too!!!"

Lisa Twombly, Owner of Estancia Designs

Ready to Grow?

Here are some fun and stress-free ways to work with me (and yes, your books will thank you for it)!

Whether you just need a little support or want to hand it all off, there’s a service for that.

Let’s make your finances feel way easier and way less stressful! I guarantee it! 😜

Schedule a call to learn more!
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#WorkWithUs #BookkeepingforSmallBusiness #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

What if PROFIT came first, not last?

If you’ve been following me for awhile, then you know I love the Profit First method created by Mike Michalowicz.

The Profit First method flips the traditional business formula on its head:
Sales – Expenses = Profit to
Sales – Profit = Expenses

Instead of hoping & praying there is something left at the end of the month, you intentionally take your profit first—then learn to run your business on what’s left.

You base your percentages on your “Real Revenue” versus your total revenue. He refers to real revenue as your sales minus direct materials & subcontractor expenses (only if these currently make up more than 20% of your revenue).

For example, a company is doing $1 million in revenue but $400k of those sales are equipment & supply purchases. Their “real revenue” is $600k.

According to the Profit First system, here’s how to allocate your Real Revenue depending on your business size:

Businesses with $0–$250K in Real Revenue:
• Profit: 5%
• Owner’s Pay: 50%
• Taxes: 15%
• Operating Expenses: 30%

Businesses with $250K–$500K:
• Profit: 10%
• Owner’s Pay: 35%
• Taxes: 15%
• Operating Expenses: 40%

Businesses with $500K–$1M:
• Profit: 10%
• Owner’s Pay: 20%
• Taxes: 15%
• Operating Expenses: 55%

Of course these are guidelines and they can be tweaked to fit your business!

You deserve to pay yourself WELL and build a profitable business. Let’s make it happen!

Want to avoid paying taxes? Just break even!

But here’s the problem…

If your main priority is to pay no taxes, you’re likely stunting your business’s growth. Sure, you can pile on questionable ‘business expenses’ to reduce your taxable income, but at what cost?

A truly successful business isn’t focused on breaking even—it’s focused on building profitability. More profit means more opportunities, higher salaries, better investments, and yes, some taxes (which means you’re actually making money)💰

So ask yourself: Are you a business owner focused on growth, or one too afraid of taxes to build real wealth?

#businessgrowth #drivingprofitability #taxes #bookkeeper #accountant

🚨 LAST CHANCE! The deadline to make the S-Corp election for 2025 is TOMORROW, March 17th! ⏳

Making the switch to an S-Corp can save you thousands in taxes. Here’s how:

💰 Self-Employment Tax Savings 💰

Instead of paying 15.3% self-employment tax on ALL your profit, you split your income into:
✔️ A reasonable salary (subject to payroll taxes)
✔️ Distributions (NOT subject to self-employment tax)

For example: Your business earns $100K in profit and you pay yourself a $60K salary, only that portion is taxed for Social Security & Medicare. The remaining $40K? No self-employment tax! 🎉 That could mean thousands in savings compared to an LLC or sole proprietorship.

🚨 BUT… You must follow IRS rules:
⚠️ Pay yourself a reasonable salary (no skimping to avoid taxes!)
⚠️ Stay compliant with payroll & tax filings
⚠️ Some states have extra S-Corp fees—know your state!

👉 If you’ve been wondering whether an S-Corp is right for you, now’s the time to decide! Election deadline: March 17th!

#SCorpElection #TaxSavings #SmallBusinessOwner #Bookkeeping #BusinessTaxes

Calling all small business owners!

Can you answer these questions❓

1) How much profit did your business make last month?

2) How much did you do in sales last month? Are your sales up or down year over year?

3) Do you have enough money set aside for taxes?

4) What are your top 3 expenses?

5) Do you have a business emergency fund?

6) What is your break-even point?

If you hesitated on any of these, let's chat!

My Done-For-You Monthly Bookkeeping package includes wayyy more than just financial reports. Every month, I will send you a Financial Analysis to highlight your performance for the month. I'm breaking down your sales, expenses & profit. Then, every quarter we meet to discuss your business goals and review your financials. This is where I go beyond bookkeeping to truly help you understand your financials so you can make better business decisions!

Hiring me to do your bookkeeping so you stay IRS complaint? Cool! But what I really love is partnering with business owners who want to understand their numbers, make smart financial decisions, and scale their businesses!

DM me to set up your free consultation!

If you use your vehicle for business, make sure to track your mileage properly so you can take full advantage of these updated rates.

To keep a detailed log of your mileage, you need to track:

- Date of the trip
- Starting and ending odometer readings
- Total miles driven
- Purpose of the trip
- Locations traveled to and from
- Duration of the trip
- Additional expenses (tolls, parking)

Having this information will help ensure you’re claiming the correct mileage deduction and staying organized for tax purposes.

Follow for more content like this to stay updated on the latest tax news, tips, and financial strategies!
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#Mileage #BusinessTaxes
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

These common mistakes often go unnoticed. They are costly (yet avoidable) and waste small businesses' time and money, but they can all be prevented.

Aside from the usual issue of not keeping up with bookkeeping regularly, here are the top small business mistakes I witnessed in 2024.

1. Mixing personal and business finances
2. Relying solely on bank statements for financial records
3. Misclassifying employees as contractors
4. Missing tax deadlines
5. Not saving receipts or proper supporting documents
6. Overlooking subscription expenses
7. Forgetting to save for quarterly taxes
8. Overestimating or underestimating tax payments
9. Recording income incorrectly
10. Missing payroll tax deadlines
11. Failing to track mileage for business use
12. Failing to separate sales tax from revenue
13. Not categorizing salary vs. distributions correctly

Ready to get your business finances organized and on track once and for all? Let's chat!
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#BookkeepingMistakes #BusinessHelp
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Your tax preparer will need accurate financial statements and records to prepare your taxes, and if they aren’t correct, you could end up paying more taxes than necessary.

We’re here to help make sure that doesn’t happen.

Here’s how to ensure your books are ready at a moment’s notice whether it’s for tax season, applying for a loan, or making big financial business decisions:

1. Separate business and personal finances to avoid confusion.

2. Track all expenses, income, and receipts throughout the year to stay organized.

3. Reconcile your accounts regularly to ensure they match your bank and credit card statements.

4. Review your entries for accuracy and correct any errors or missing information.

5. Work with a professional bookkeeper or accountant to ensure everything is accurate and compliant.

6. Keep your receipts and organize supporting documents for all financial transactions.

Need our help with all this? We help ensure your finances are always prepared! Let's chat!
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#FinancialReports #TaxSeason
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Wishing you a day filled with joy and everything you love!

From your favorite bookkeeper, happy Valentine’s Day!
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#HappyValentinesDay #SmallBusinessSupport
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

When a business owner and a bookkeeper team up, magic happens!

Together, we bring clarity to your finances, peace of mind to your operations, and the power to take your business to the next level.

Ready to make it happen? This is going to be the year you actually get organized make it happen! Contact me today!
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#PowerCouple #BusinessTeam
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Helping business owners bring clarity to their numbers and peace of mind to their finances is my passion!!

Whether it’s balancing the books, creating a budget, or helping you feel confident about your business, I'm here for it every step of the way!

Let me handle the numbers while you focus on what you love most <3
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#LoveLanguage #BalancedBooks #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness #Entrepreneur #WomanCEO

I am here to help take the stress out of tax season because running a business is already challenging enough.

I am still accepting new clients, but spots are filling up fast, secure yours today!
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#TaxSeason #BusinessTaxes
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Time is literally your most valuable resource!

Invest in tools, systems, or professionals to free up your schedule for what truly matters such as growing your business, spending time with loved ones, and focusing on yourself.

An abundance mindset starts with valuing your time and understanding the value of delegation.

How will you buy back yours in 2025?

#Abundance #Delegation #SmallBusinessGrowth
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Mark your calendars to stay ahead of these important tax deadlines!

Don't forget to follow us for more reminders!
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#BusinessTaxes #TaxSeason
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Roses are red, violets are blue, keeping your books tidy is what I love to do! 💕

Tax season is here! I specialize in helping contractors and service-based businesses get their business finances organized.

If you are behind on your books and need them caught up for tax season, I'd love to chat with you!

Bookkeeping is my love language🥰💕💌
What is yours? ⬇️

Thank you 2024 for being so good to me 🫶🙏

I am honestly disheartened by this news 💔

If you were previously using Bench Accounting for your bookkeeping and are in need of immediate support due to their closure, please feel free to reach out 🫶

As a small business owner myself, I'll always have your back!

#benchaccounting #bookkeeping #bookkeepingservices #schuylkillcounty #benchclosing #benchshutdown

Wishing you a very Merry Christmas filled with joy, love, and peace! ❤️🎄🎁 May this season bring warmth to your heart, happiness to your home, and countless blessings to you and your loved ones! Thank you so much to my incredible clients, friends & family for an incredible year 🫶

If your business was established before January 1st, 2024, your deadline to submit your BOI report with FinCEN is approaching quickly!!

In 2021, Congress passed The Corporate Transparency Act. This law created a new beneficial ownership reporting requirement as part of the U.S. government's efforts to help prevent money laundering and other criminal activity.

Comment "BOI" and I will DM you the link to file & a video tutorial!

#smallbusinessowner #entrepreneur #bookkeeper #fincen

Cheers 🥂 to stepping into the next 12 weeks and chasing after everything we want in life!

I recently read The 12 Week Year by Brian Moran and Michael Lennington, and it completely shifted my perspective. The quote in my video is an excerpt from the book, and it’s a game-changer. As a bookkeeper, I'm always looking for ways to help business owners stay organized, focused, and ahead of the curve.

If you're a #smallbusinessowner or #entrepreneur looking to accomplish more in 12 weeks than most people do in 12 months, I highly recommend giving it a read!

Follow me @roshannonfinancial for more bookkeeping tips, productivity hacks, and strategies to help you save time and grow your business!

#bookkeeper #accountant #taxseason #womanceo #businesstips #etsyseller #shopifyseller #contractors #ecommerce #marketingstrategy

I get it—when I started my first business, I kept track of everything in Excel too. It seemed simple enough. After the first year in business, we switched to #quickbooksonline. If I had to do it all over, I would never do spreadsheets again!

Here’s why:

With accounting software, updating your financial records becomes so much faster and easier, helping you stay organized and on top of your business finances. Plus, software can track tax-deductible expenses in ways that spreadsheets simply can’t, making sure you don’t miss any savings.

So why stick with Excel? Here are a few reasons to make the switch:

✨Automated data entry saves you hours each month.
✨Instant reporting helps you make better financial decisions.
✨Built-in tax categories ensure you’re set up for tax season.

Ready to say goodbye to Excel? DM me to learn how I can help you set up the right system for your business!

#bookkeeper #womanceo #etsysellersofinstagram #shopify #girlceo #entrepreneur #contractor #pacontractor #schuylkillcounty #schuylkillcountyphotographer #businesstips #smallbusiness #smallbusinessowner #smallbusinesstips

⏳TIME- the one resource we can't make more of!

After college, I was recruited for a Management Training Program in Saint Louis for a grocery chain. I remember when I first became a Store Manager and my Regional Director came to visit. I was both nervous and excited because I had been putting in long hours to make my store look perfect.

He asked me, “How many hours have you been working?”

Proudly, I replied, “60+ hours per week.”

I can’t recall his exact words, but he said something that shifted my perspective: “You’ll know you’re an effective manager when you’re working 40-45 hours per week.”

It was not the response I expected, but it taught me a valuable lesson:

Delegation is KEY when you’re a manager.

Working 60+ hours a week trying to do everything myself was not sustainable.

Are you doing the same? Working around the clock trying to handle everything alone?

You can keep going at that pace for a while, but will you be happy doing it? Isn’t your business supposed to give you freedom from work?

Imagine what you could do if you gained back 5, 10, or even 20 hours a month. More time to grow your business, spend with loved ones, or simply enjoy life.💕

That’s what happens when you finally choose to DELEGATE and OUTSOURCE your bookkeeping.

What would you do with an extra 5, 10, or 20 hours per month? Let me know in the COMMENTS below!⬇️

👉 Follow me @roshannonfinancial for more tips on how to reclaim your time, grow your business, and make bookkeeping one less thing to worry about.

#TimeIsMoney #BusinessGrowth #BookkeepingFreedom #schuykillcounty #contractorlife #entrepreneur #womanceo #shopify #etsy #shopifyseller #businesstips #financetips

Imagine reclaiming your time, focusing on the big picture, and actually leading your business instead of getting lost in data entry and spreadsheets. What if every month, you received a clear, concise report showing exactly how your business is performing? No guesswork, no overwhelm—just powerful insights, ready for you to act on.

Most small business owners are already maxed out, juggling sales, marketing, HR, and customer service. Bookkeeping is one more task that pulls you away from being the CEO your business needs.

It’s time to let go of the tasks that drain your energy. Step into the role of a true CEO by outsourcing your bookkeeping.

Let’s chat about how we can simplify your finances so you can refocus on what matters most. DM me today!

#SmallBusinessOwner #BusinessFinances #CEOMindset #BookkeepingSupport #FinancialClarity #BusinessGrowth #OutsourceToGrow #EntrepreneurJourney #FinancialPeace #FocusOnWhatMatters #bookkeeper #ceo #accountant #womanceo #girlceo #growthmindset

Hate to break it to you, but if your Accountant is not sending you monthly financial reports, you probably have not hired them to do your bookkeeping. They are simply filing your tax return.

While the tax return is important, I would argue that bookkeeping is even more important!!

If you are trying to grow your business, how do you grow if you have no idea where you are at currently? That's like saying you want to lose weight and starting but never weighing in.

If you have no idea how much you did in sales last month... no idea how much your business did in profit, then you probably need bookkeeping support!

With detailed reports like your Profit & Loss, Balance Sheets, and Cash Flow Statements, you’re equipped to make better, informed decisions to grow your business.

Don’t settle for end-of-year surprises. Let’s get you the financial clarity you need all year round!

#Bookkeeping #FinancialClarity #SmallBusinessFinance #accountants #taxdeductions #smallbusinessowner #entrepreneur #businessmindset #irs #profit #profitandloss #businessgrowth #scale

All of those personal meals... clothing expenses disguised as 'uniforms'... family vacations labeled as 'business trips'...

Whatcha gonna do when they come for you?😅😅#badboys

#businesstips #smallbusiness #financetips #taxdeductions #taxdeductible #bookkeeping #bookkeeper #writeoff #womeninbusiness #entrepreneur #accountant #cpa #taxstrategy

We all have that one day when we’re on fire and getting things done!

Drop your answer in the comments and tell us why that day works best for you!

#SmallBusiness #Productivity
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Does this sound familiar? As a small business owner, staying on top of bookkeeping can be a struggle, but it doesn’t have to hold you back.

Imagine having a clear picture of your sales, profit, and the insights needed to scale with confidence! 💼✨

Let’s grab a coffee & a bagel and make sure you’re set up for success!

DM me to see how I can help take the weight off your shoulders so you can focus on growing your business!

#smallbusinesssupport #bookkeepingtips #growyourbusiness #bookkeeper #taxes #entrepreneur #womenceo #grilboss #businesstips #lifeinbusiness #millenialindebt #profitfirst

10 more random things about me 😬
💕 I'm a mama to two beautiful babies 🫶
💕 I'm about to be a whole wife 5/31/25 💍✨
💕 I was a gymnast most of my life 🤸‍♀️
💕 I love coffee ☕️
💕 Tacos & steak are my fav 🌮
💕 I was on a Latin dance team in college 💃
💕 I value integrity & genuinely good people ✨
💕 I have the most incredible friends & family🥰
💕 I have a beautiful mom in heaven 👼
💕 I use to be able to dead lift 275 💪😅

Love,
Your Future Virtual Bookkeeper

#bookkeeper #businessgrowth #strategicpartner #growthcoach #profitabilitycoach #entrepreneur #smallbusiness #contractors #millenialindebt #smallbiz #love #socialmediamarketing #cpa #accountant

What’s on your Halloween bucket list? Which activity are you most excited about?

Let me know in the comments and share this post with a friend!

#BookkeepingFun #Halloween #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Imagine this: Your books are balanced, your invoices are on time, and your cash flow is crystal clear.

No more late nights stressing over numbers or guessing where your money went.

Ready to bring this vision to life? Let’s chat and get your finances in top shape!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
📩 DM for questions
👉 Follow @roshannonfinancial

#BusinessHelp #BookkeepingServices
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Does diving into QuickBooks leave you feeling totally lost?

If your books are messy, transactions are missing, or reports look like a mystery, it’s easy to feel overwhelmed—but it doesn’t have to be that way!

Here’s how we can help:

- Tidy up your transactions and get everything organized.

- Help you make sense of your numbers and break everything down in simple, easy-to-understand terms.

- Keep your QuickBooks updated and accurate, setting you up for success.

Ready to get started? Contact us today!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
📩 DM for questions
👉 Follow @roshannonfinancial

#QuickBooks #QuickBooksExpert
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

The truth is EVERY business needs a bookkeeper! 📊 The IRS requires accurate records of your income and expenses, and staying compliant is just the beginning.

If your business is making over $100K per year, it’s time to seriously consider outsourcing your bookkeeping. Here’s why:

1️⃣ You’re constantly behind on your books – falling behind can lead to costly mistakes and missed opportunities.

2️⃣ You’re ready to grow and scale – outsourcing your bookkeeping lets you focus on what matters most: expanding your business!

3️⃣ You don’t have the time (or desire) to learn bookkeeping – your time is valuable. Let an expert handle the numbers while you run the show.

📈 Free up your time, reduce stress, and ensure your financials are in expert hands. Ready to level up your business? Let's chat! ✨

#bookkeeper #smallbusiness #smallbusinessowner #financialfreedom #businesstips #business101 #businessmindset #profitfirstbookkeeping #profitfirst #girlceo #womanceo #smallbiz #accountant #bookkeeperlife

Keeping your business expenses organized is key to understanding your finances and maximizing tax deductions. Here are some quick tips:

1. Establish a chart of accounts tailored to your business to keep expenses organized and ensure consistent categorization.

2. Create clear categories by using categories like office supplies, travel, marketing, and utilities to keep things organized.

3. Use an accounting software like QuickBooks or Xero make categorizing expenses easy.

4. Always keep personal and business expenses separate to avoid confusion.

5. Keep digital copies of all receipts to match your expenses and for easy referencing during tax season.

Need help staying organized? Our bookkeeping services can take the stress off your plate. Let’s chat about how we can help!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
📩 DM for questions
👉 Follow @roshannonfinancial

#BusinessTip #BusinessExpenses
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

It’s my favorite time of the month!

While I love bookkeeping, diving deep into the numbers is where the real magic happens. 🤓

I’m prepping for a client’s Q3 review meeting tomorrow—where we’ll analyze Q3 financials, review YTD performance, set business goals, and start implementing the Profit First method to boost profitability.

Are you a small business owner doing over $100k in revenue and are looking to outsource your bookkeeping and partner with someone who can help you grow strategically?

If you answered yes, let's chat! 💕✨

#smallbusinessowner #bookkeepingservices #profitfirst #businessgoals #entrepreneurlife #financialplanning #businessstrategy #womanceo #girlceo #financialfreedom #contractor #marketingtips #financetips

Setting clear financial goals is the key to business success! But not all goals are created equal.

Here’s how to break them down into monthly, quarterly, and annual targets.

Accurate books aren’t just about compliance—they’re your roadmap to achieving your financial goals.

With our expert bookkeeping services, you’ll have the insights you need to make smart business moves, save money, and stay on track.

Let’s chat about how we can support your success!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
📩 DM for questions
👉 Follow @roshannonfinancial

#FinancialGoal #FinancialPlanning #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

✨ New Offer Alert ✨
Are you a start-up or newer business looking to streamline your bookkeeping?

My DIY Bookkeeping Kickstart for Entrepreneurs Program is designed to set you up for success so you can manage your own books with confidence!

✨ Perfect for businesses making under $100K/year
✨ Complete QuickBooks setup + 1 month of done-for-you bookkeeping
✨ 60-minute personalized training + 4 weeks of support

Don’t let bookkeeping slow down your growth. This program is for entrepreneurs who want to get organized and be ready for tax season!

Ready to take control of your finances?

Let’s get started today!

#SmallBusinessSupport #DIYBookkeeping #EntrepreneurLife #BookkeepingMadeEasy #marketing #contractor #mentalhealththerapist #photography #smallbusiness #girlceo #girlboss

Our clients know that true success comes from staying in their zone of genius, which is why they’ve entrusted us with their finances.

Don't get bogged down in the numbers!

Ready to free up your time and stay in your zone of genius? Contact us today!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
📩 DM for questions
👉 Follow @roshannonfinancial

#Delegate #Outsourcing #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

This is a great time to start thinking about what you can do to save some money, prepare for the following months, and improve your business financials.

Still unsure if you caught everything? Give us a call today, and we'll get it straightened out!

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#Planning #financialplanning #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

If you’re driving for business, keeping accurate mileage records is key to maximizing your tax deductions and staying compliant.

Here are some great tools that can help you effortlessly track every mile.

Which tool do you use?

#BusinessTip #BusinessMileage #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

If you suspect something isn't adding up in your financial records, it might be time for a closer look!

Here are some signs your bookkeeping could be off:

1. Unreconciled accounts
2. Missing or duplicated entries
3. Uncategorized expenses
4. High accounts receivable
5. Vendor payments not recorded
6. Old entries that haven't been cleared
7. Misclassified assets or liabilities

Don’t let small errors snowball into bigger problems!

Stay on top of your books, or let a professional bookkeeper take care of it for you. Contact us today!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
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#BookkeepingProfessional #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

It’s not the challenges, competition, or circumstances holding you back—it’s the limiting beliefs that keep you stuck.

But guess what? You can crush those limiting beliefs! Here’s how:

1. Write down those negative thoughts and bring them out into awareness.

2. Ask yourself: Is this really true, or is it just fear talking?

3. Replace with empowering thoughts. Turn “I can’t” into “I’m capable,” and “It’s too hard” into “I’m up for the challenge.”

Tag a friend who needs to hear this.

#Entrepreneur #Mindset
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Organizing contractor information is essential for keeping your operations running smoothly, especially when it’s time to issue 1099s.

Here are our top tips to help you stay in control and keep everything on track.

Don’t forget—the deadline for filing 1099 forms is January 31st!

Have questions? Drop them in the comments below – we’re here to help!

Save this post for later.

#Contractor #SmallBusiness
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

The important part is just getting started!⚡

Double tap if you agree + tag a friend who needs to hear this reminder today!

#manifest #lawofattraction #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

One of the biggest mistakes we see? Not staying on top of their books!

It’s easy to get caught up in the day-to-day business operation, but ignoring your finances can lead to cash flow problems, and costly mistakes.

Here’s why having professional bookkeeping support matters:

– You'll know exactly where your money is going and keep your expenses in check.

– Helps you avoid surprises with clear insights into your cash flow.

- You'll have tax-ready financials. No more scrambling at tax time.

- You'll have focus on what you do best while we handle the numbers.

Don't let bookkeeping be the thing holding your business back.

Let’s keep your finances organized, so you can focus on growing your business confidently. Let's chat!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
📩 DM for questions
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#CashFlow #MoneyTip
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Don't let this date sneak up on you! Taxpayers who requested the six-month filing extension should complete their tax returns and file on or before the October 15 deadline.

Don't forget to share this post with others!

#TaxDeadline #TaxExtension #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Here are some common errors that could be quietly hurting your business without you even realizing it.

Running a small business comes with its challenges, but costly bookkeeping mistakes don’t have to be one of them!

The best way to avoid these errors? Work with an expert!

An experienced bookkeeper will keep your books accurate, up-to-date, and compliant—so you can focus on growing your business with confidence.

Ready to clean up your books and take control of your finances? Let’s chat!

📅 tinyurl.com/BookaCallRoshannonFinancial
🌐 www.roshannonfinancial.com
📩 DM for questions
👉 Follow @roshannonfinancial

#BookkeepingTip #SmallBusiness
#bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Whether it’s in business, personal growth, or everyday life, we’re stronger as a team.

Tag a woman who inspires you every day!

#WomensBusinessMonth #WomenEntrepreneur #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

Business Owners: Let’s be honest—managing your books can take up way more time than you’d like.

When you outsource it, you’re not just freeing up your schedule, you’re getting back so much more!

Ready to reclaim your time and sanity? Outsource your bookkeeping and let the pros handle the rest.

#Entrepreneur #Outsource #bookkeeping #accounting #bookkeeper #quickbooks #Contractor #Contractors #HVAC #Electrician #Plumber #Handymen #Handyman #GeneralContractor #GeneralContractors #GraphicDesigner #GraphicDesigners #Photographer #Photographers #Coaches #FitnessInstructors #PottsvilleBookkeeper #PottsvilleAccountant #PennsylvaniaBookkeeper #PennsylvaniaAccountant #RoshannonFinancial

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Empower your Business with Expert Bookkeeping & Financial Consulting Services

YOUR BUSINESS BOOKS, MANAGED FOR YOU

Done-For-You Monthly Bookkeeping

DIY Bookkeeping

Clean-Up Bookkeeping

Additional Services

STOP CHASING RECEIPTS AND START CHASING GROWTH

Meet Samantha, Your New Bookkeeper

Numbers are Kind of our Thing

Increase profits, reduce taxes & maximize your cash flow

Success Stories

"Shoutout to my bookkeeping goddess! She has completely transformed my business, bringing organization and structure where there was once chaos."

"If you’re looking for someone to help keep your finances in order while empowering you along the way, I highly recommend her!"

Jackie Demcher, Owner of Kitty Lou Boutique

"With Sam's help, we have put ourselves in a position to focus on the things that drive a business, not the things that can deter a business."

"I'm super thankful and grateful for Sam's help in building and helping sustain my small business. You got my word when it comes to Sam's credibility, dedication, and ambition to help you and your business become more profitable."

Kevin Putalavage, Owner of 5 Star Heating & Air

"SO helpful!! Extremely detailed and organized, helped organize my personal finances to pay off 70k of debt and now does all bookkeeping for my husband’s business!"

"I cannot recommend her services enough. Professional, reliable, and very knowledgeable!!"

Meg Gutierrez, Gutierrez Painting & Renovations

"I've been working with Samantha for about 6 months so far and I am very pleased with her work! She is very detail oriented and continuously works to streamline and make both of our experiences more efficient as she has been reviewing my books."

"She is very warm and very quick to answer every question I have either through her client portal or jumping on a call with me to talk it through"

Candance Cunningham, Owner of Candace Cunningham Mental Health Counseling

"Working with Roshannon Financial has been a breath of fresh air. Sam recognizes breaks in your financial systems and helps to implement strategies to increase your bottom line."

"She goes beyond traditional bookkeeping by consulting with our executives on different growth strategies."

Heaven Thomas, Owner of Heaven Solutions

"Working with Samantha this past year has been pure joy. I found her when my previous bookkeeper retired. She made the transition so easy, smooth, effective, and stress free."

"I’m so glad I found her and I would highly recommend her to anyone needing her services! Oh, and she’s super nice too!!!"

Lisa Twombly, Owner of Estancia Designs

Ready to Grow?

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