JoAnn Sandvig

Accounting Services Supervisor

Education

Buena Vista University

“Delivering accounting excellence with a focus on efficiency, compliance, and informed decision-making.”

JoAnn Sandvig is the Accounting Services Supervisor at WCG, partnering with small businesses to help keep their finances organized, accurate, and actionable. With decades of experience and a steady, practical approach, JoAnn supports business owners by providing the financial clarity they need to make confident decisions. 

Professional Background & Expertise

At WCG, JoAnn works alongside dozens of small businesses, reconciling accounts, filing sales tax, and preparing clear financial statements that allow owners to focus on running their companies. Her work emphasizes reliability and structure, helping clients maintain strong financial footing. 

She particularly enjoys supporting rental property owners by tracking activity across locations and analyzing profitability at the unit level. JoAnn is passionate about translating financial data into straightforward insights, making complex information more accessible for business leaders. 

Education

JoAnn earned a degree in Business Management and Entrepreneurship from Buena Vista University before later returning to complete her accounting degree. She has continued building her expertise through ongoing education to stay current with evolving tax and accounting regulations. 

Client-Focused Philosophy

JoAnn’s goal is to provide solutions that are accurate, compliant, and as stress-free as possible. She believes dependable financial information empowers business owners to operate with confidence and clarity.

Professional Values

  • Strong ethics
  • Attention to detail
  • Commitment to compliance
  • Support for small business success 

Life Beyond the Office

Raised on a farm in Iowa, JoAnn learned early the importance of hard work, collaboration, and adaptability. Growing up in a large family reinforced teamwork and resourcefulness, while years of playing piano and serving in her church’s music program helped cultivate focus and dedication. 

Outside of work, she enjoys hiking—especially long walks in the woods—and cheering on her favorite football teams, including the Kansas City Chiefs and the Iowa Hawkeyes. 

Numbers in Her Nature

JoAnn’s path to accounting was influenced by family—her mother kept the books for the family farm, and her father proudly described himself as a “math nerd.” That early exposure shaped her natural comfort with numbers and continues to inform the thoughtful, grounded approach she brings to her work today.

 

Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.

Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition

This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.

Our Amazing Team Members

Wanna Talk About Your Small Business?

Please use the form below to tell us a little about yourself, and what you have going on with your small business or 1099 contractor gig. WCG CPAs & Advisors are small business CPAs, tax professionals and consultants, and we look forward to talking to you!

We typically schedule a 20-minute complimentary quick chat with one of our Partners or Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax prep, and more importantly tax strategy and planning?

Should we need to schedule an additional consultation, our fee is $250 for 40 minutes. Fun! If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services.

Appointments are typically held through Microsoft Teams and are scheduled on weekdays during the work day. Yes, we can easily accommodate nights and weekends, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during tax season (who would have thought, right?).

Shockingly we will return all appointment requests via email with 24-36 hours weather-permitting, or perhaps a phone call (if the moment strikes us). No black holes here! In a hurry, please call us at 719-387-9800.