Services
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.
Testimonials
I value Karen’s bookkeeping expertise and have referred her to several clients who quickly gain an appreciation for the value she provides them. She is a Certified QuickBooks Pro Advisor.
Let me first say that I have been utilizing the bookkeeping services of Karen & Co. for over 15 years, in multiple Co’s, and I have to say that it’s been nothing short of a lifesaving experience for me and my businesses. Karen has become a personal friend and key member of my Company, and I highly value Karen in all she does for us on the daily. If you’re looking for someone that will take care of your business as if it were hers… hire Karen Bershad right away. Just make sure that you don’t give her to much work that she can’t continue to do my books. BTW – Karen comes with an amazing personality at no extra charge.
Working with Karen is a dream. She is so knowledgeable and thorough on all projects she takes on. Her organization is amazing and is an asset for any company needing her high level of service
Karen is exactly the person you want in charge of your quick books. Knowledgeable, detail oriented and meticulous she does a great job.
I highly recommend!
Karen has been doing my monthly books for about a year and a half …. which was a significant savings from my CPA doing them! She communicates with them and my payroll company as needed and is very proficient on QuickBooks. I highly recommend her services.
Karen has been performing my internal auditing function and quick books work for the last two years. She is very knowledgeable and has exceeded my expectations with respect to the ongoing work she does for my Company.
We help entrepreneurs get their act together
before they talk to investors.
QuickBooks Tips
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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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