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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Extend QuickBooks’ Usefulness with Add-Ons
Maybe QuickBooks does everything you need. But if you outgrow parts of it, don’t worry, you’ll have options. What do you do when an application you’re using stops meeting your growing needs in a specific area? You can: a.) find a workaround, b.) switch to different software, or, c.) resign yourself to living without that
September 10, 2018 -
How to Use Memorized Transactions in QuickBooks
Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions. We wrote last month about the benefits of having QuickBooks on your desktop. Among those we listed are three that have an impact on every business that uses it. QuickBooks helps you: Save time. Save money.
August 27, 2018 -
How QuickBooks Online Can Improve Your Company’s Financial Health
QuickBooks Online is more than just an online book-keeper. It can help improve your cash flow, your customer relationships, your inventory readiness, and your future. If you’re already using QuickBooks Online, you know how much impact its bookkeeping abilities have had on your company’s accounting operations. You’re saving time, which in turn saves money, and
August 6, 2018 -
5 QuickBooks Online Reports You Should Run Regularly
There are numerous QuickBooks Online reports that you should be consulting at regular intervals. But you need these five at least every week. QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about your recent expenses, your sales, and the
July 30, 2018
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