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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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 -
How to Clean Up QuickBooks for 2020
We know December is a busy month. However, take some time now to make sure QuickBooks is ready for 2020. Yes, it’s here again: the end of the year. You probably have a lengthy to-do list full of tasks that must be done before December 31. There’s one task-or rather, a series of tasks-that
December 10, 2019 -
Have You Explored QuickBooks Online’s New 2019 Features?
Intuit keeps innovating. Here are some of the changes the company introduced for QuickBooks Online in 2019. Whether you can see them now or not, Intuit added and enhanced a ton of new features in 2019. Some of you may not see all of them until 2020, since the company typically rolls them out
December 10, 2019
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