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CONTACT
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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.
Accomplishments
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Business development, financial consulting and growth strategy partnerships with over 50 clients.
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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.
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Simplification of processes to eliminate redundancy and increase efficiency in order processing, workflow management and bookkeeping methods.
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Creation and delivery of business productivity training including QuickBooks (all versions), Microsoft OneNote, and Time Management courses.
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Strong mastery of organizational systems, writing and implementing procedures, computer software, social media and customer service.
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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.
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612-390-0995
If you would like to contact me, please use the form below. You will get a response within 24 hours.
What sets me apart?
Outstanding service based on:
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Responding immediately to every client communication.
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If an immediate answer is not viable, letting them know a specific time I will get back to them.
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Providing regular follow up, even if no work is in progress.
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Submitting a detailed report of services provided including any action steps.
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Recommending ways for clients to become more efficient and more effective through procedures or processes based on my observations.
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Training that is thorough and easy to follow.
Credentials & Professional Involvement
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Certified Intuit QuickBooks ProAdvisor
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Founder of Mastermind Business Growth Groups
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Past Officer - Anoka Toastmasters
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Member American Institute of Professional Bookkeepers
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Member of the Ozark County Chamber of Commerce
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Member of National Association of Certified Public Bookkeepers
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