Propeller Bookkeeping, LLC serves as a bookkeeping professional for financial advisors and the skilled trades industries.  Using QuickBooks, we review your financial records prior to working with us to ensure everything is in order.  After this initial clean-up process, we will handle the books moving forward.  We will customize your firm’s chart of accounts, making sure your firm’s financial statements are understandable to you.  

Financial statements provided include your Balance Sheet, your Income Statement, and your Statement of Cash Flows.  Statements are prepared in coordination with your accountant.  We will work with you to identify your firm’s goals.  Financial statements will be analyzed to monitor progress toward your firm’s goals.  


Propeller Bookkeeping, LLC provides the following services:  

 -> Set up your books in QuickBooks Online
 -> Review your Chart of Accounts so your expenses mirror what is used on your tax return
 -> One-year historical review to make sure all transactions are accurate and in the books
 -> Match bank and credit card statements with your books in QuickBooks Online
 -> 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)
 -> Provide actionable advice to help you improve your business operations


If you are interested in these services, please call 267-341-8804 or email sam@propellerbookkeeping.com.  

Propeller Bookkeeping, LLC

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Propeller Bookkeeping, LLC

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