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Dr. Amanda Thompson shares her experience with the monthly accounting membership program and how it has transformed her business finance management from chaotic Excel spreadsheets to organized QuickBooks mastery.

• Starting a business without business education background creates financial management challenges
• Excel spreadsheets work initially but become problematic as businesses grow
• Computer crashes can destroy financial records when not properly backed up
• QuickBooks provides powerful tools but requires guidance to use effectively
• Monthly accounting meetings create accountability for regular bookkeeping
• Regular reconciliation prevents year-end accounting nightmares
• Professional help managing issues like bank fraud can prevent accounting disasters
• Clean books throughout the year make tax season significantly less stressful
• Monthly accounting program often saves businesses more money than it costs
• Confidence in financial management allows business owners to focus on their expertise
• Tax projections help business owners prepare properly for quarterly estimated payments
• Type A business owners benefit from structured financial management systems

Want to grab one of our monthly spots? EMAIL us @ carson@sandsco.net

You can also book a discovery call with us HERE to see if it's a good fit for you!

Check out Rooted Physical Therapy at rootedphysicaltherapyllc.com or find Dr. Amanda on Instagram!

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Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



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We created our monthly accounting plan to solve the recurring problem of clients coming to us at tax time with messy books and missing tax-saving opportunities, and after nine months with our beta group, we're sharing how it's working and opening up a few more spots.

• Our monthly accounting plan provides accountability and real-time bookkeeping support, like having a personal trainer for your finances
• Works better than self-doing, external bookkeepers, or costly internal accountants who often create more problems
• Includes monthly one-hour calls at reduced rates with private booking link and priority access
• Tax returns completed by January with no extensions needed because books are maintained throughout the year
• Free tax projections eliminate surprises at tax time
• Covers QuickBooks training, reconciliations, tax strategy, retirement planning, and business decisions
• Costs $225/month with no contracts and consistently saves clients more in taxes than they pay for the service
• Email reminders on the first of each month highlight important deadlines and considerations

If you're interested in one of our limited spots, you can email us directly at carson@sandco.net

You can also book a discovery call with us to address any questions you have on the monthly accounting plan HERE

Create a STAN Store - Click here to try it out!

Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



Shop our business guides!

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We celebrate our 100th episode by giving listeners a behind-the-scenes look at our podcast journey, from inception to production challenges to our biggest wins.

• Started the podcast in January 2023 to help people we couldn't take on as clients
• Purchased a podcast course for $150 which provided crucial guidance on equipment, hosting, and editing
• Recording during tax season was challenging but strategic, as downloads are highest in the first half of the year
• Initially scripted episodes but became more comfortable with time, though still prepare notes for specific tax regulations
• Hired an editor (Kevin) which made continuing the podcast possible
• Our top three episodes: QuickBooks, paying kids from your business, and common startup mistakes
• Biggest wins include the personal finance series and S Corp series, which have helped listeners save thousands in taxes
• Moving to a bi-weekly schedule to make production more manageable
• Planning a second, more personal podcast focused on family life

Thanks for helping us reach 100 episodes! We'll continue providing tax and accounting wisdom every other week, focusing on the latest tax code changes and business strategies to help you save money.

Create a STAN Store - Click here to try it out!

Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



Shop our business guides!

Our Instagram Page

Our family page