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SBA Services LLC

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Wake Forest, NC
SBA Services LLC

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SBA Services is a Bookkeeping and Payroll Company that also hosts QuickBooks and Financial Training Seminars in North Carolina.

SBA Services provides Bookkeeping, Payroll and Consulting services to small businesses. We also have recently launched a series of Quickbooks and Financial Seminars to help you understand your software and identify the 21 most common mistakes made in QuickBooks. Sandra Lanier-Thomas is a Certified Bookkeeper, Certified QuickBooks ProAdvisor in Quickbooks Desktop and QuickBooks Online. We also have desktop, online and after-the-fact payroll options for you. SBA Services prides ourselves on quality work, excellent customer service and always putting you the client first.

10/28/2026

The first thing I look for in a bookkeeping review is whether the numbers match how the owner understands the business. When they don't, the cause usually turns up in the details, including unreconciled bank or credit card accounts, uncategorized transactions, missing documentation, or payroll inconsistencies.

A growing consultant might learn that personal and business expenses have been running through the same account, which explains why the monthly reports haven't felt reliable.

You don't have to fix everything at once. A review shows you where to start, so we can map out next steps together before you commit to ongoing services.

Call me at (919) 435-0507 or visit www.sbaservicesusa.com/contact-me to talk through a bookkeeping review.

10/21/2026

Bookkeeping tells you what happened in your business, while advisory helps you decide what to do next. When your books are reconciled, your monthly reports are accurate, and your payroll data is organized, you have what you need to think clearly about cash flow, pricing, hiring, spending, and growth.

Take a first hire, for example. Before bringing someone on, an owner can look at recurring revenue, payroll capacity, cash reserves, and upcoming obligations to see whether the timing makes sense.

These are the conversations I love having with clients, because clean books are a management tool and not just a task to check off.

Reach out to request a financial review or consultation at www.sbaservicesusa.com/consulting-services.

10/14/2026

Missing a business tax deadline is stressful, but ignoring it and hoping it goes away usually makes things harder. I've been hearing from many business owners who missed the September 15 deadline, and the good news is there's a clear place to start.

The first step is contacting a qualified tax professional. Then gather your financial records so you can see what bookkeeping is still incomplete and get accurate information to your tax professional as soon as possible.

I can help reconstruct missing bank activity, reconcile accounts, and organize income and expenses into clean reports. Your tax professional should always handle filing and tax advice, while I focus on getting the books ready.

Learn more about my cleanup and catch-up bookkeeping at www.sbaservicesusa.com/bookkeeping.

10/07/2026

You can’t forecast the future of your business if you don’t trust what your numbers are telling you today.

For many small business owners, QuickBooks Online becomes a place to record transactions after they happen—not a system that helps make strategic decisions. But understanding your cash flow and planning where to invest next doesn't come from guessing; it starts with having the fundamentals built correctly from the ground up:

A structured Chart of Accounts: When categories reflect how your business actually operates, you immediately see where money flows instead of untangling generic expense buckets.

Consistent reconciliation & workflows: Routine, reliable data entry turns your balance sheet and profit & loss statements into actionable roadmaps rather than tax-season surprises.

Reporting you can actually use: Good systems do the heavy lifting so you can spot trends, anticipate future obligations, and make confident growth decisions.

We’re walking through these exact foundations inside the Bookkeeping Blueprint Lab—a hands-on working intensive designed to help business owners set up, clean up, and master their QBO systems so they can plan forward with clarity.

The next Lab is taking place in Wake Forest, NC on Friday, October 16th.

For full details and to see what we'll be covering, visit: https://go.levitate.ai/?s=ac63YnICxM&source=event
Have questions? Drop them in the comments, send a DM, or reach out at [email protected] or visit sbaservicesusa.com

09/23/2026

Building a business is easier when you have the right people in your corner.

It's been exciting to see the Northeast Triangle Minority & Women Business Collective begin to bring local entrepreneurs together to connect, learn, and support one another.

Every meeting is an opportunity to build relationships, share experiences, and create a welcoming space where business owners can ask questions, exchange ideas, and celebrate each other's successes.

If you're ready to connect with fellow business owners, visit www.sbaservicesusa.com to learn more.

09/16/2026

Sometimes the real work starts before the numbers.

I've worked with business owners who thought they needed QuickBooks training, but what they really needed was a better foundation.

Before we dive into the software, we take time to organize workflows, clarify processes, and create systems that support the way the business operates. Once that structure is in place, everything else becomes much easier to manage.

That's what advisory support is all about. It's finding solutions that fit your business, not just your books.

Learn how I can help build a stronger foundation for your business at www.sbaservicesusa.com.

09/05/2026

5 Days Until Our Q3 NorthEast Triangle Minority & Women Business Collective Gathering! 🗓️✨
Can you believe our September meeting is this Thursday, September 10th?
We’re gearing up for a fantastic evening of connection, strategy, and a little bit of fun—so if you haven’t grabbed your seat yet, RSVP today so we can finalize our headcount!
https://go.levitate.ai/?s=ac63eKoqr1&source=event
Get ready for this! Here's what we're doing:
• Welcome & High-Impact Networking: Reconnect and collaborate with fellow founders.
• Collective Strategy Discussion: Key takeaways to build momentum as we head into Q4.
• Featured Interactive Activity: A special spotlight session where we connect on a deeper level!
📸 Special Assignment for Everyone Attending: We have a fun "Guess Who?" icebreaker planned before our member spotlights!
👉 Please email two photos to [email protected] by Wednesday, September 9th at 5 PM:
1. One childhood or throwback photo (the more retro or funny, the better! 😉)
2. One recent photo or professional headshot
We’ll put the throwback on screen to see if the room can match the kid to the CEO, then reveal your current photo when it's your turn in the spotlight!
Haven’t reserved your spot yet? Click here to RSVP now: https://go.levitate.ai/?s=ac63eKoqr1&source=event
Who’s in for Thursday? Drop a comment below, and don’t forget to check your camera rolls for those throwback photos! 👇

09/03/2026

Stop spinning your wheels. 📊

The Bookkeeping Blueprint Lab: Hands-On Financial Systems & QBO Intensive

Friday, Sept 18 | 10am-3pm | Wake Forest, NC

This isn't a lecture—it's a hands-on intensive where you'll:

🤝 Network with real business owners solving the same cash flow, bookkeeping, and planning challenges you are

💡 Brainstorm solutions together — Your peers are your best resource. We facilitate the conversations that actually help.

📈 Work through YOUR financial systems — QBO setup, cleanup, strategy for Q4 and 2027 planning

📚 Includes: Begin As You Mean to Grow: A Bookkeeping Blueprint for Business Owners Learning to Think Like CEOs + workbook + lunch

Early bird: $247 (first 5 registrations)
Regular price: $297

👉 https://go.levitate.ai/?s=ac63YnICxM&source=event

Limited to 5-20 attendees so you get real interaction, not a crowded classroom.

08/31/2026

We're doing this differently. 🎯

Sept 10 is our 2nd Northeast Triangle Minority & Women Business Collective networking event—and we're keeping attendance limited to less than 50 so the conversation actually stays valuable. We already have 10 RSVPs.

Here's what makes it different:

🤝 Interactive 1:1 sessions — You'll connect with business owners you don't already know in a structured way (not awkward mingling).

📊 Real strategy talk — Where are you on your 2026 goals? What's the move for 2027? We're workshopping this together.

💙 Safe space. Warm. Real conversations with other business owners who get it.

Space is limited. $10 to hold your seat.

👉 https://events.levitate.ai #/ac63eKoqr1/landing

Wednesday, Sept 10 | 5:30-7:30pm | Wake Forest, NC

08/20/2026

🗓️ SAVE THE DATE! 🗓️

The NorthEast Triangle Minority & Women Business Collective is excited to announce our upcoming Quarterly Meeting!

Join us for an evening of connection, collaboration, and growth featuring exciting interactive activities designed for all attendees.

Date: Thursday, September 10, 2026

Time: 5:30 PM – 7:30 PM

Location: Wake Forest, NC (Full venue details & RSVP link coming soon!)

Who Should Attend?

This event is open to all minority and women business owners located across the NorthEast Triangle region, including:

📍 Wake Forest • North Raleigh • Rolesville • Youngsville • Zebulon • Franklinton • Louisburg

Mark your calendars now—you won’t want to miss this opportunity to connect and collaborate with fellow regional leaders. Full registration details will be shared shortly!

Address

Wake Forest, NC
27587

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(919) 435-0507

Website

https://www.sbaservicesusa.com/

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