Meet the Founder
Hi, I’m Sandy - the founder of Booked & Balanced, Co.
With over 10 years of experience working in bookkeeping, accounts payable and accounts receivable, I’ve developed a strong understanding of the financial organizations and day-to-day processes that keep small businesses running smoothly. Throughout my experience, I’ve worked closely with business operations, payment management, transaction tracking, account organization, and financial record maintenance.
I created Booked & Balanced to provide small business owners with dependable, organized, and personalized bookkeeping support. I understand how overwhelming bookkeeping can become while managing the daily responsibilities of running a business, which is why I focus on creating clear systems that help businesses stay balanced behind the scenes.
Over the years, I’ve also worked closely with business operations, customer relationships, marketing strategy, and business development. Watching industry trends and understanding the operational side of small businesses has given me valuable insight into how strong financial organization supports long-term growth and decision making.
My approach combines technology with careful human oversight, strong attention to detail, and transparent communication. Whether you need monthly bookkeeping support, catch-up work, or help getting your financial records back on track, my goal is to help you feel confident in your numbers, supported in your business, and prepared for long-term growth.
Qualifications:
QuickBooks ProAdvisor
Intuit Academy Bookkeeping Certification
10+ years experience supporting financial operations, accounts payable, accounts receivable, and business processes across retail, investment, and service-based industries.
Let’s Tackle Your Books Together
Have a question or ready to get started? Send us a message and we’ll reach out with next steps—no worries, we’ve got you covered.