It’s QUICK and EASY to tell us about your business challenges and issues to get the advice and guidance you need.

We’ll Listen to Understand

Complete a simple form to allow
us to listen during your Discovery Call.

Schedule Your Discovery Call

Set up a 15 minute conversation
at your convenience.

Let’s talk profit!

After we’ve listened and learned more about your business, we’ll put together a customized plan. Let’s get started today.

Services

Bookkeeping Services

Clients know our personable and experienced professionals will manage and support their unique bookkeeping and reporting needs.

Business Consulting
and Training

Whether your training needs are for Quickbooks, employee development or improved processes, The Small Business Advisor is here to help you.

LegalShield & IDShield

Having affordable access to legal assistance and identity theft protection allows you as an individual or a business owner to have peace of mind.

Certified Woman Owned Small Business (WOSB)

The Certified Women Owned Small Busines program offered by the SBA helps women-owned small businesses compete for federal contracts.

Let's talk profit!

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Are you spending too much time away from family and friends
just to get your bookkeeping updated and understand your finances?

Here’s how you can know and understand the financial status of your business, get clarity from the reports and experience growth in your business.

  • You have regularly scheduled meeting with us to review reports to know where your business stands financially.
  • You receive special reports to provide more insight into your business for growth and decisions.
  • You get an accurate and current financial picture for loans, grants or other fiscal opportunities.
  • As the business owner, you have more time to grow the business and also spend time with family and friends.
Let's talk profit!

Testimonials

Have more time to work on growing the business and get clarity about your finances.
Work on revenue and growth objectives not bookkeeping tasks.

Most of our clients are in these industries
and we specialize in setting up and managing
their QuickBooks specific to their needs:

Individual or group real estate investors, brokers and property managers

Small law firms
Closing attorneys
General practice attorneys

Trade services for residential and commercial real estate properties

QuickBooks Tips

  • Know Where Your Money Is: QuickBooks’ Income Tracker

    It’s more than just the balance in your bank account. Your company’s money can be hiding in numerous places. If you’re a business that sends estimates and invoices customers, you’re probably used to now knowing where all of your money might be lurking at any given time. You may have revenue spread across several places

    November 2, 2022
  • Use QuickBooks Online Effectively: 7 Best Practices

    Here are 7 ways you can be safe, compliant, and productive when you’re using QuickBooks Online. “Best practices” is a phrase that human resources professionals have been using for decades. But every type of profession has its own best practices, whether they call it that or not. These guidelines are not enforceable rules, though some

    November 2, 2022
  • Have You Explored QuickBooks’ Insights and Snapshots Pages?

    Depositing customer payments is one of your more pleasant business tasks. Here’s how it’s done in QuickBooks. There’s more than one way to get where you’re going in QuickBooks. The software was designed to make similar information available by taking multiple paths. This gives you the option to choose what makes the most sense for

    October 2, 2022
  • How to Give Your QuickBooks Online Forms a New Look

    Your sales forms are a part of your company’s identity. Make them professional, personalized, and polished. Your first impression of a business probably comes from a website or a mailing or an advertisement. The second might be from an invoice or sales receipt. What does it say about that company if its printed or digital

    October 1, 2022
See More Tips

Are you ready to know and understand
the financial status of your business,
get the clarity and accuracy
in your reports and make better
informed decisions for business growth?

Receive your Bookkeeping/Advisory Plan