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
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’ve trusted the Small Business Advisors for over ten years to provide the full scale of bookkeeping – data entry; monthly reports; plugging critical numbers into a special report for internal use; and more. We make well-informed business decisions based on all the reports they help us manage. They are truly QuickBooks experts.”
“As an attorney, I have special accounting and reporting requirements to manage retainers, track earnings and document expenses. For over ten years, I’ve trusted Karen to help me administratively meet my professional fiduciary mandates.”
We help entrepreneurs get their act together
before they talk to investors.
QuickBooks Tips
-
Paying Bills in QuickBooks: The Basics
Paying Bills in QuickBooks: The Basics The time-consuming part’s over once you’ve entered bills in QuickBooks. Here’s how to pay them. Last month, we explained that the process of paying bills in QuickBooks requires two separate sets of actions. We went over what’s required to enter bills and to set up reminders so they don’t
November 8, 2018 -
Customer Statements: When, Why, and How
If your business relies on invoices to get paid, there may be times when you need to create and send statements. You enter into an informal contract with a customer when you send an invoice. You expect that you will receive payment in a timely fashion for goods or services you’ve sold. That probably works
October 24, 2018 -
How to Enter Bills in QuickBooks
It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps. We’re in a bit of a transitional period with business bill-paying. Some paper bills still come via the U.S. Mail, however, you may also be getting some through email. Others don’t come at all: You might get
October 4, 2018 -
Not Using QuickBooks Online? What You’re Missing Out On
If you dread every minute of the time you spend on accounting, you should know how QuickBooks Online can change your outlook. How long would it take you to determine: What your total expenses for this quarter are? Whether or not your business is profitable as of today? How much you’ve sold every month this
September 24, 2018
Would you like to speak to one of our advisers over the phone? Please submit your details and we’ll be in touch shortly.