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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.

We are growing and are looking for a freelance Certified QuickBooks ProAdvisor who will grow with us.

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

QuickBooks Tips

  • QuickBooks Online’s Mobile App: The Basics

    QuickBooks Online is more portable than you may realize.   In this work-from-home world, millions of people are finding it impossible to get away from the “office”. But there may be times when you’re not at home or work when it would be really convenient to have access to your accounting data in QuickBooks Online.

    November 12, 2020
  • How Do You Create Price Levels in QuickBooks?

    How Do You Create Price Levels in QuickBooks?   QuickBooks allows you to create Price Levels that you can assign to customers and jobs and to individual items.   You already know that when you create a product or service record in QuickBooks, you must assign a sale price to it. But did you know

    November 10, 2020
  • 10 Tips for Better Budgeting…

    …and how QuickBooks Online can help you with the mechanics.   If you already have a budget, it’s probably been difficult for you to stick with it for the last several months. Unless you provide products and/or services that have been in great demand since the  COVID-19 pandemic took hold, you’ve had to adjust your

    October 7, 2020
  • 4 Ways to Get Paid Faster Using QuickBooks

    It’s probably one of your toughest challenges. How do you encourage customers to make payments faster?   Cash flow is a problem for so many businesses right now. Unless you sell products or services that are in high demand during the COVID-19 pandemic, you’re probably struggling to get payments from customers who are also cash-strapped.

    October 6, 2020
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