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Doing the right thing,
at the right time.

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.

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

QuickBooks Tips

  • 5 Things You Need to Know About Sales Taxes in QuickBooks Online

    The most important thing you need to know about sales tax is that administering it correctly can be challenging.   If you sold only one type of product to customers in one city, collecting and paying sales tax would be easy. But most businesses have a wider reach than that.   QuickBooks Online offers tools

    February 17, 2020
  • Dealing with Deposits in QuickBooks

    Where do the payments you receive in QuickBooks go? The software provides tools for managing deposits.   Recording payments, whether they come in to comply with an invoice you sent or are issued as sales receipts, is one of the more satisfying tasks you do in QuickBooks. The sales cycle is almost complete, and you’re

    February 17, 2020
  • Still Dealing with 2019 in QBO? Clearing the Way for 2020

    If you have a nagging feeling this month that you’re not caught up with your accounting tasks, it’s time to clean up your unfinished 2019 work.   It would be great if you could have closed out 2019 knowing that you were all caught up with your accounting work. You sent all your invoices, paid

    January 7, 2020
  • Start 2020 Right: Get into the Report Habit

    It’s a good time to start new habits – or refresh old ones. Running reports regularly will help you make better business decisions.   Whether or not you made New Year’s resolutions, you probably look at January as a fresh start in personal and professional matters. Unfortunately, we can’t help you join a gym or

    January 7, 2020
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