Sandy Morgan

I have over 30 years of sales, marketing, secretarial and bookkeeping experience in a variety of industrial and retail industries. 


I was Advertising Manager for a multi-billion dollar company with a budget over $1 million dollars, and Director of Sales and Marketing with over 100 employees reporting directly to me. 


My favorite position, however, has been as a small business owner, with the ability to work with a variety of clients, helping them face their biggest challenges and implementing changes to help them simplify their processes and grow their business through education and training.



  • Business development, financial consulting and growth strategy partnerships with over 50 clients.


  • Partnered with seven start-up companies, assisting them with various implementations of new business development from entity filing, manufacturing and bookkeeping to sales, marketing and general business practices.


  • Simplification of processes to eliminate redundancy and increase efficiency in order processing, workflow management and bookkeeping methods.


  • Creation and delivery of business productivity training including QuickBooks (all versions), Microsoft OneNote, and Time Management courses.


  • Strong mastery of  organizational systems, writing and implementing procedures, computer software, social media and customer service.


  • High proficiency in bookkeeping, office management, communication and organizational skills.


What do I value and believe in?    

    Simplification and compliance of business laws and operational procedures.


    My purpose is to help businesses succeed through dedicated, enthusiastic and skilled services, making a positive contribution to the growth and function of my customers and consequently their impact on the surrounding community.




If you would like to contact me, please use the form below.   You will get a response within 24 hours.

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What sets me apart?

Outstanding service based on:

  • Responding immediately to every client communication.

  • If an immediate answer is not viable, letting them know a specific time I will get back to them.

  • Providing regular follow up, even if no work is in progress.

  • Submitting a detailed report of services provided including any action steps.

  • Recommending ways for clients to become more efficient and more effective through procedures or processes based on my observations.

  • Training that is thorough and easy to follow.



Credentials & Professional Involvement

  • Certified Intuit QuickBooks ProAdvisor 

  • Founder of Mastermind Business Growth Groups

  • Past Officer - Anoka Toastmasters

  • Member American Institute of Professional Bookkeepers

  • Member of the Ozark County Chamber of Commerce

  • Member of National Association of Certified Public Bookkeepers