Propel Bookkeeping Company LLC

Propel Bookkeeping Company LLC It’s just not a fun way to run a business, in fact, it's soul-destroying. How do I know? Well, I hear about it all the time and I’ve been there myself. Talk Soon!

Our mission is to help ambitious business owners maximize profitability by implementing robust financial systems so they can have peace of mind and gain clarity to propel their business forward. Hi, I’m Liz

I speak with health and wellness coaches most days and it’s always the same things that we discuss, membership/client retention, product and membership sales tracking, figuring out where costs

can be cut, evaluating new areas/possible areas of expansion for profitability and also having a replicable and proven system in place to confidently organize, keep them well prepared for tax season and of course saving them time and alleviating stress. Many health and wellness coaches are overwhelmed with the paperwork and the time it takes away from them so they could focus on improving the lives of their clients. They are stuck in what I like to call the Treadmill Effect, which means:

👎 It takes too much of their time and energy
👎 Not sure how to do it or “not knowing what they don’t know”
👎 Not sure how to analyze their books to see how the business is
doing
👎 Falling behind on payments
👎 “I think I know how much I make but there never seems to be
enough at the end of the month!”
👎 “I’m mingling business and personal funds and I don’t know how to
fix it”
👎 Not having any quality time for themselves or their families. Luckily I was able to escape the treadmill and totally transform my life and business. First, acknowledge any fears or insecurities regarding your business’ numbers. Fear and avoidance are common. But, you CAN overcome this. This is your money and your business. Now, I am on a mission to help health and wellness coaches all over the United States escape The Treadmill Effect and provide a road map to financial freedom so they can go forth and focus on their staff, members and completely build the business of their dreams while having some fun along the way. How do I do this you might ask? I have a step by step process that helps implement a super solid foundation for their business . A healthy set of books is a healthy business. With Propel Bookkeeping Company, you will be able to spend more time treating your patients and enriching the lives of your members, and less time at your desk.

💪 Improve cash flow
💪 Give you the ability to make more effective and profitable
decisions
💪 Provide industry specific data to find room for your business to
improve
💪 Give you tools that help you focus on operating and growing your
facility(s) revenue with a strategic financial plan
💪 And of course, alleviate stress, save you time, organize your data,
and keep you well prepared for tax season

It’s really all about acknowledging the fear of bookkeeping and accounting and just moving forward with your business.

👉 To Learn More - BOOK A DISCOVERY CALL TODAY

If you get on the front foot, Here is my direct calendar link https://calendly.com/liz-propel/30min

Email: [email protected] OR if you like a good old fashioned chat then please call or SMS on this number 401-935-6094. Liz

01/22/2026

Cash Flow is the bloodline of your business. Start making better business decisions based on your cash flow. Remember cash flow DOES NOT equal net profit!

01/17/2026
💼 Exciting news—I was recently featured in the Women in Business section of our local newspaper!This recognition is a re...
09/26/2025

💼 Exciting news—I was recently featured in the Women in Business section of our local newspaper!

This recognition is a reminder of why I do what I do: helping business owners cut through the financial overwhelm, clean up their books, and finally gain clarity about their numbers.

So many entrepreneurs are incredible at what they do—but struggle behind the scenes with cash flow, profit visibility, and financial systems.

That’s where I come in.
If you’re ready to feel confident in your financial picture and make decisions with clarity, let’s connect.

09/22/2025

Running a trades business isn’t easy.

🚧Projects get delayed, cash flow fluctuates, and sometimes you only realize a project wasn’t profitable after it’s too late.

I help trades business owners take control of their finances—improving project profitability, stabilizing cash flow, and giving you CFO-level insight to make smarter decisions.

Right now, I have spots for 2 more clients.

If you or someone you know could benefit from financial clarity and better project management, DM me or tag them below.

I've got dozens of finance templates. But this is one of the most important for business owners.Because if you don’t kno...
09/17/2025

I've got dozens of finance templates. But this is one of the most important for business owners.

Because if you don’t know your monthly burn and runway, you’re not running a business.

You’re running on hope.

And if you’re not tracking them weekly, you’re gambling your future.

But don't worry.

I built a plug-and-play calculator to fix that.

It shows you:

• How much cash you’re burning
• How many months of runway you actually have
• What happens if revenue dips or costs spike

This is one of the most essential tools in any founder’s toolkit.

Because when you’re making decisions about hiring, spending, or fundraising… you need to know what the numbers actually say.

Don’t wait until you’re low on cash to get visibility. Use this now so you can lead with confidence.

PS - connect with me and I will DM you the template.

09/17/2025

Law firms don’t fail because of lack of clients… they struggle because of lack of financial clarity.

I’ve seen it time and time again:
❗️Partners frustrated with unpredictable cash flow
❗️Confusion around trust accounting and compliance
❗️Profit margins slipping without anyone realizing it
❗️No clear plan for growth or partner distributions

The truth is, law firms need more than bookkeeping—they need strategic financial consulting.

That’s why I’m expanding my services to work directly with law firms on:
✅ Stabilizing cash flow
✅ Forecasting budgets and partner draws
✅ Improving profitability across practice areas
✅ Creating financial clarity for smarter business decisions

If you’re a managing partner, firm administrator, or know someone in leadership at a law firm, I’d love to connect.

I offer a complimentary Financial Health Assessment to identify quick wins and long-term strategies.

👉 Let’s make sure your firm isn’t just working hard, but also working profitably.

09/04/2025

The fastest way to lose a good crew? Miss payroll once.

And it seldom happens because you don’t have enough work.
It happens because of cash flow.

I’ve watched contractors hire a new crew on a gut decision.

Or take on a “can’t-miss” $800K remodel.

Or finance that shiny new truck because “we’ll make it back on the next job.”
On paper, it all feels like growth.

But when the numbers don’t line up, payroll gets tight, subs wait on checks, and the stress lands squarely on the owner’s shoulders.

Here’s the truth:

→ Crews don’t care about your optimism. They care if their paycheck clears Friday.
→ Subs don’t follow hope. They follow certainty.
→ Families don’t need promises. They need stability.

Leadership isn’t about gambling on growth, it’s about running the math before you make the bet.

And when you do?

✅ Your crew trusts you more.
✅ Your subs show up without hesitation.
✅ Your family sees the business as a source of pride, not pressure.

That’s not just financial clarity, it’s leadership.

It’s how you build a company that feeds families, fuels communities, and creates opportunity.

👉 Don’t gamble with paychecks. Stress test the numbers.

Attorneys: “Let’s just put everything in Excel.”Also Attorneys: “I GOT CAUGHT IN A BAR AUDIT AND I HAVE NO IDEA WHY.”If ...
09/03/2025

Attorneys: “Let’s just put everything in Excel.”

Also Attorneys: “I GOT CAUGHT IN A BAR AUDIT AND I HAVE NO IDEA WHY.”

If your bookkeeper doesn’t question “put everything in Excel,” they probably don’t understand legal accounting—and that puts your license at risk.

Common red flags I see after fixing dozens of law firm bookkeeping disasters:
🔴No three-way reconciliation (required by most state bars).
🔴Mixing trust and operating accounts.
🔴Ignorance of trust account requirements for your practice.
🔴Transferring funds without linking to invoices.
🔴Confusing hard costs vs. soft costs.

Bar associations don’t care if it was your bookkeeper’s mistake—you’re responsible. Your practice deserves a bookkeeper who actually knows legal accounting.

“Stop risking your license—book a trust accounting review today.”
https://lnkd.in/eZ4qCEyd

Até logo!
-Liz

07/16/2025




If you run a law firm, your books aren’t like your neighborhood coffee shop’s.You’re juggling trust accounts, retainers,...
04/15/2025

If you run a law firm, your books aren’t like your neighborhood coffee shop’s.

You’re juggling trust accounts, retainers, and compliance requirements that aren’t just suggestions—they’re non-negotiables.

And here’s the reality:
One bookkeeping error can cost more than money. It could risk your firm’s reputation—or even its license.

After working with countless law firms, here are three red flags I see way too often:

Mixing client funds with operating funds

Misclassifying reimbursable expenses

Skipping reconciliations—especially trust account reconciliations

Legal bookkeeping isn’t just bookkeeping. It’s a discipline with rules, nuance, and consequences.

What’s the biggest financial challenge you’ve faced while running your firm?
Let’s talk about it.

DM me if you’re ready to tighten up your books—or want a second set of eyes on your trust account processes.

Or book a free consult with me
calendly.com/liz-propel



04/05/2025

Propel Bookkeeping Company LLC is continuing to expand and we are looking to hire someone LOCAL.

Email [email protected] if you have 2+ years experience and interested!

About Us:
Propel Bookkeeping Company is a fast-paced, client-focused firm providing high-quality financial services to businesses across various industries. We specialize in bookkeeping, accounting, and profit planning, and we are currently expanding our team.

We are seeking a Part-Time Bookkeeper to join us as an Independent Contractor. This role is ideal for an experienced bookkeeper or accounting professional with a background in multiple industries and prior experience working with an accounting firm.

Key Responsibilities:

Reconcile bank and credit card statements on a monthly basis

Manage Accounts Receivable and Accounts Payable

Review financial reports and identify discrepancies, making corrections as needed

Analyze Profit and Loss statements and Balance Sheets

Prepare payroll and tax entries when required

Work with platforms like PayPal, Stripe, Shopify, and Bill.com (preferred)

Assist with setting up Charts of Accounts for new clients

Clean up and catch up client books for multiple months or years

Qualifications:

Minimum 2 years of experience in bookkeeping or accounting

Solid understanding of GAAP principles

Proficient in QuickBooks Online; familiarity with Xero is a plus

Strong organizational skills and attention to detail

Ability to manage multiple tasks and meet deadlines

Experience in a fast-paced environment and with various industries is highly preferred

How to Apply:

Please email your resume, hourly rate, and availability. We are looking to fill this position ASAP, so prompt applications are encouraged.

03/28/2025

Address

Warwick, RI

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Website

http://Propelbookkeepingcompany.com/

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