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CONTACT

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

  • 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.

 

 

612-390-0995

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

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