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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

  • 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
  • Setting Up Sales Taxes in QuickBooks, Part 1

    If your business is required to collect and pay sales taxes, you can use QuickBooks’ tools to help you meet those obligations. Next to payroll, state sales taxes represent probably the most complex element of your accounting tasks. QuickBooks can help with the mechanics, but there’s a lot you need to learn before you can

    October 28, 2019
  • Who Owes You? 5 QuickBooks Online Reports That Can Tell You Fast

    Keep a constant watch on your accounts receivable to improve cash flow. Quick: How many of your invoices are unpaid? Have any of your customers gone over 30 days past due? Did you bill all of the time and expenses for that project you just completed for a customer? If you’re doing your accounting manually,

    October 14, 2019
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