Sam Flomenberg
Virtual Bookkeeping Services
Welcome to Propeller Bookkeeping, your trusted partner in simplifying finances and streamlining your business operations. As a virtual bookkeeper, I specialize in providing expert, reliable, and personalized bookkeeping services tailored to meet the unique needs of your business.
Whether you’re a busy entrepreneur, small business owner, or growing startup, we take the hassle out of managing your books so you can focus on what matters most—running and expanding your business. Let me handle the numbers while you focus on your success.
How I Help You!
- Set up your books in QuickBooks Online
- Review your Chart of Accounts so your expenses mirror what is used on your tax return
- Prepare Balance Sheet, Income Statement, and Statement of Cash Flow
- Optional monthly GoTo video meeting
- Coordinate with tax preparer and payroll provider
- Track key performance indicators (KPIs)
About Me
From Financial Advisor to Bookkeeping Professional
In 2018, I graduated from Widener University after completing a 4+1 program. I earned my Master’s in Tax and Financial Planning. I then worked as a financial analyst at a large RIA firm in Philadelphia for three years.
Looking for a more client-facing role, I left for a small RIA firm working as a financial advisor. After a year and a half, I was laid-off. I decided to use this as an opportunity to change careers and start my own business.
I am now a bookkeeping professional and I continue to be a CFP® professional. I am the owner of Propeller Bookkeeping, LLC.
My Credentials
