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
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Creating Statement Charges in QuickBooks
There’s more than one way to bill customers for your products and services. A statement charge is one of them. Depending on what kind of business you have, you probably have a preferred way of billing customers. If they walk into your shop and present a credit card or cash, you create sales receipts. If
September 16, 2019 -
Need Advanced Time-Tracking? Connect QuickBooks Online to An App
You can track the hours employees work in QuickBooks Online. But if your time-tracking needs are complex enough, you’ll need an integrated app. If your company has a staff and sells services, you know better than anyone that time is money. It’s critical that you track every minute that employees work, as well as those
August 26, 2019 -
Using QuickBooks’ Bill Tracker
If your business pays a lot of bills, you need an efficient system for staying current with them. QuickBooks’ Bill Tracker provides that. Bill-paying may be your least favorite accounting activity. You definitely know how those checks and online payments affect your account balances, but it’s more than that. Staying up to date with your
August 12, 2019 -
Do You Need to Bundle Products in QuickBooks? Create Assemblies
If you frequently sell multiple inventory items grouped together, you need to learn about QuickBooks’ assemblies. Let’s say you run a home improvement retail outlet, and one of the things you sell is doors. You might sell their parts—door frames, hinges, doorknobs, etc.—individually, in case a customer needs to replace a piece. You may also
July 29, 2019
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