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Meet 
Samantha

Your New Bookkeeper | Financial Strategist

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.

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Sam working on her laptop

Meet 
Samantha

Your New Bookkeeper | Financial Strategist

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.

20+

MONTHLY CLIENTS

$7.3M

ANNUAL REVENUE

8

STATES

Sam walking up the stairs

Guiding Your Business from Vision to Victory

I’m a Certified QuickBooks ProAdvisor with a strong background in bookkeeping, which began in 2019 with the launch of my first business. As a Business & Finance Director, I was responsible for everything from bookkeeping and payroll to accounts payable/receivable and customer financing.

My experience with financial reports goes back to my first job out of college as a Store Manager in 2013, where I interpreted Profit & Loss reports. As a District Manager, I helped Store Managers understand their financials and improve performance, earning top District Manager honors nationwide. Later, as Director of Operations at GreenDrop, I created annual budgets for 29 locations across multiple states.

I was also the Co-Owner Budget Queens, where I provided personal finance coaching to help people save money, pay off debt, and achieve their financial goals. Personally, I paid off $90,000 in debt, built a 6-month emergency fund, saved for two unpaid maternity leaves, and saved for my first home. Budgeting is a passion of mine, and I’m dedicated to helping others reach their financial goals.

Certifications | Quickbooks

Certified ProAdvisor

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Certifications | Gusto

Payroll Certified

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QBO Certificate Logo
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