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About Us

The Small Business Advisor is a team of QuickBooks experts who provide bookkeeping and comprehensive financial data services. Clients know our personable and experienced professionals will manage and support their unique bookkeeping and reporting needs. All of the team members are highly educated and have a natural love for numbers.


We help entrepreneurs get their act together
before they talk to investors.

QuickBooks Tips

  • How to Create Recurring Transactions in QuickBooks Online

    QuickBooks Online saves time and improves accounting accuracy in numerous ways. One example is its support for recurring transactions.   It’s easy to get distracted when you’re doing dull, repetitive accounting work. That distraction leads to errors sometimes. So, besides the time you’re spending on work that could be automated, you have to tack on

    January 6, 2021
  • Should You Charge Late Fees? QuickBooks Can Help

    Do you have a lot of aging receivables? Assessing finance charges can speed up customer payments.   Have your customers been submitting payments later than usual these last several months? It wouldn’t be surprising. Many businesses are struggling to pay bills these days. Still, you need to get paid – and on time. Tardy receivables

    January 5, 2021
  • 5 Resolutions QuickBooks Online Users Should Make for 2021

    New year, new challenges, and the potential for new successes. Here are five ways you can improve your financial management in 2021.   A painful year is drawing to a close. We’ll still be dealing with COVID-19 and a struggling economy in early 2021, but there’s hope on the horizon. There’s a lot you can’t

    December 9, 2020
  • New to QuickBooks? Try These 5 Activities

    QuickBooks can be overwhelming when you first start using it. Here are five ways to familiarize yourself with some of its features to get you up and running in no time.   Tackling any new piece of software can be daunting. Add a complex process like accounting to the mix, like QuickBooks does, and you

    December 8, 2020
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