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Empower your Business with Expert Bookkeeping & Financial Consulting Services
At Roshannon Financial, we understand successful businesses are built on a solid financial foundation. We dedicate ourselves to empowering your business with the expertise and insights it needs to thrive. We go beyond traditional bookkeeping, to provide you with strategic financial guidance that, when implemented, positively impacts your bottom line.
Partnering With The Best
Service Offerings
Discover how we can Save you Money and Boost Profitability
Monthly
Bookkeeping
Let us handle your books so you can
focus on growing your business!
We organize your financial data and provide valuable insights so you can
make better business decisions.
We go beyond traditional bookkeeping,
to provide you with strategic financial guidance that, when implemented, positively impacts your bottom line.
Monthly Financial Statements delivered to your inbox
Monthly categorization of all financial transactions
Monthly or quarterly meetings to review business financials
Reconciliations of all bank accounts, credit cards, and loans
Stress free tax season!
Financial Consulting
Are you a small business owner looking for a strategic partner to help with your financial success?
With someone like us in your corner, who knows and understands your business; there's no more "winging it" and hoping for the best. We will make strategic plans to ensure you are ready for the financial impact of any business decision, whether it
is big or small.
Cash Flow Management
Budgeting & Forecasting
Debt Management
Financial Analysis
Profitability Analysis
Catch-Up Bookkeeping
Have you fallen behind on your bookkeeping and tax filings?
Are you looking to regain control
of your finances?
We quickly and efficiently organize your financial transactions and bring all records up-to-date. Catch-up bookkeeping is important to:
Ensure accurate financial reporting
Tax compliance to avoid penalties and fees
Gain a clear understanding of your company's financial health
Financial Statements so you can easily file taxes
Peace of mind!
Additional Services
Payroll Management
Accounts Receivable/Payable
Invoicing
3 Reasons Why
Every Business Owner Needs a Quality Bookkeeper
Reason 1
Strategic Insights
A quality bookkeeper doesn't just record transactions; they provide valuable insights from your financial data. They help you understand trends, identify areas for cost-saving or revenue growth, and support you in making informed business decisions. This financial intelligence is crucial for long-term success and helps you seize opportunities while mitigating risks.
Time & Focus
Reason 2
As a small business owner, your time is precious, and it's better spent on growing your business, making strategic decisions, and serving your customers. We understand that you are everything; sales, public relations, marketing, human resources, shipping and receiving, as well as your best employee, A bookkeeper takes the day-to-day financial tasks off your shoulders, allowing you to focus on what you do best while having confidence that your financials are in good hands.
Reason 3
Financial Accuracy & Compliance
A quality bookkeeper ensures your financial records are accurate, up-to-date, and compliant with tax laws and regulations. This helps you avoid costly mistakes and severe penalties that can limit your business' growth. They keep track of income, expenses, and other financial transactions, providing a clear picture of the financial health of your business.
Meet the founder of Roshannon Financial
Samantha Roshannon, a seasoned Financial Strategist, proudly holds her degree from the Fox School of Business at Temple University. With over a decade of experience in operations and financial management, Samantha has a successful track record in growing both large corporations and small businesses.
Prior to the establishment of Roshannon Financial, Samantha excelled as a Director of Operations, leading a multi-million dollar enterprise and achieved top performer in her previous role as District Manager. Her most recent role as a Business & Finance Director at a rapidly expanding small business further solidified her reputation as a strategic leader in the field.
Samantha's mission is to empower small business owners by simplifying their finances, firmly believing that a profound understanding of one's financial metrics is the cornerstone to fostering growth.
Here’s how it works
Step 1
Discovery Call
Our Free 20 minute discovery calls are designed for us to connect to discuss your needs, goals, and challenges to determine the best way we can support you. During this call, we'll gain valuable insights on your business so we can tailor a solution just for you. All of our pricing packages are customized since there is no "one size fits all"!
Step 2
Proposal Meeting
We always provide 3 different pricing packages that are customized to your specific business needs and goals. During our Proposal Meeting, we will review the different options, comparing and contrasting their benefits, and how each aligns with the discoveries made in Step 1.
Step 3
Onboarding Call
After selecting a package and signing our contract, we will set up your official onboarding call!
We will get started right away on a deep dive to bring all of your financial records up-to-date. There will be a lot of questions in the first 30-90 days as we learn all about your business.
Client Testimonials
What others are saying about working with us
"She takes a CFO Approach"
Working with Roshannon Financial has been a breathe of fresh air. Sam recognizes breaks in your financial systems and helps to implement strategies to increase your bottom line.
Working with Sam, compared to previous bookkeepers, has drastically improved my accounting operations because she takes a CFO approach. She goes beyond traditional bookkeeping by consulting with our executives on different growth strategies.
Heaven Thomas
Owner of Heaven Solutions
"Her work ethic is unmatched"
I can’t speak highly enough about Samantha Roshannon. I have known Samantha
since 2021 in a professional capacity where I was her mentor and business
associate. Samantha is a diligent, hardworking, and super intelligent Financial Specialist. Her work ethic is unmatched. She always strives to figure out the details of transactions and issues. If she doesn’t know the answer, she is quick to do some
hard-core research to make sure everything is computed and recorded accurately. I highly, without a doubt in my mind, recommend Samantha for your business needs.
Amy Purcell, CPA
President, Robert E. Reedy & Sons
"You got my word when it comes to Sam's credibility, dedication, and ambition to help you and your business become more profitable"
On the startup of my company, I had bills, receipts, invoices, and loads of paperwork from vendors that sat in piles for a few months. It was overwhelming, to say the least.
When Sam was hired, these piles shrunk into categories and were organized online to help decipher my income and expenses. We now operate on a month to month basis, ensuring accuracy of bookkeeping. Our conversations now are geared towards strategy versus reaction. My income, expenses, assets, liabilities, taxes, payroll, etc. are all broken down into identifiable categories, allowing me to now focus my energy on my KPIs and strategize profit.
Additionally, taxes are no longer a concern for my business. Sam has helped project taxes, keep separate accounts for, and pay on time every time. In relation to other local small businesses and their taxes, I'm finding out that 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 at 5 Star Heating & Air