Our Bookkeeping Process Steps: Designed for Clarity, Accuracy, and Confidence.
Sandy’s Advantage Plus is built to work seamlessly alongside your CPA — not replace them. Think of us as the secure virtual bridge between your day-to-day operations and your tax accountant.
Led by a licensed Certified Public Bookkeeper (CPB #4008) and an Advanced QuickBooks ProAdvisor in both Desktop and Online versions, we leverage over 28 years of multi-industry experience to step into chaotic, behind-schedule financial situations and restore complete compliance.
We operate entirely through a secure, encrypted virtual environment using Splashtop for remote network access, giving your small business premium firm-level support without the exorbitant CPA price tag.
Below is a clear overview of the services we provide.
Business Evaluation & Advisory Services
For business owners who want complete clarity, direction, and a growth plan.
(Contact us for a custom-scoped estimate based on your business size):
- Quick Diagnostic Review: A fast, high-impact virtual snapshot of your current financial health with clear actionable recommendations to fix immediate issues.
- Full Financial Health Evaluation: A deep-dive analysis of your profitability, cash flow trends, operational expenses, and corporate pricing structures — includes a dedicated strategy call.
- Business Performance Audit: A comprehensive advisory audit featuring financial forecasting, KPI tracking, industry benchmarking, internal workflow improvements, and an implementation roadmap.
Our Structural Bookkeeping Workflows
How We Keep Your Business Organized, IRS-Ready, and Stress-Free:
DAILY FUNCTIONS
• Securely record and track vendor invoices and incoming accounts payable.
• Reconcile vendor statements and match against outstanding purchase orders.
• Record all digital payments including debit cards, PayPal, and electronic funds transfers (EFT).
• Generate accurate customer sales invoices and distribute monthly statements electronically.
• Track client payments, deposits, and account under/over payments.
WEEKLY FUNCTIONS
• Set up online bill payments for signature-ready digital approval.
• Generate and review weekly Accounts Payable (A/P) and Accounts Receivable (A/R) aging reports.
• Process full payroll cycles (direct deposit setup highly recommended) including electronic tax deposits and filings.
• Seamlessly manage after-the-fact payroll entries and track employee advances.
MONTHLY FUNCTIONS & COMPLIANCE
• Comprehensive reconciliation of bank accounts, corporate credit cards, and outstanding loans.
• Proactively identify lost checks, missing deposits, or unauthorized transactions to prevent fraud.
• Electronically file sales & use tax, business license tax, and personal property tax returns.
• Maintain valid vendor W-9 information and optimize your internal collections processes.
MONTHLY REPORTING PACKAGE DELIVERED TO YOU
• Accurate Balance Sheets to track your financial position and readiness for growth.
• Month-End and Year-to-Date Profit & Loss (Income Statements) to highlight unexpected costs and determine tax liabilities.
• Detailed Accounts Receivable and Accounts Payable Aging summaries.
• Clean, accurate General Ledgers reviewed monthly for double-billings or unrecorded entries to keep you permanently audit-ready.
Sandy is Your “Write Hand Business Partner” for Life.
Stop drowning in messy books and get the peace of mind you deserve.
