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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How to Apply Finance Charges in QuickBooks
You may hate to have to do it, but assessing finance charges for late payments may improve your overall cash flow. There are a myriad of ways to bring in customer payments faster and improve your cash flow. You can: Get a merchant account and let customers pay you electronically Offer a discount for early
January 4, 2019 -
Need to Create Estimates? How QuickBooks Can Help You with This.
Estimates can be effective sales tools – if they look professional and offer attractive prices. Here’s how to create them using QuickBooks. You don’t need to be a car repair shop or an HVAC technician to present prospects and customers with estimates. In fact, there may be many times when an unexpected estimate—or bid, or
December 21, 2018 -
Getting Started with Accounts in QuickBooks Online, Part 2
We covered a lot of ground last month, but there are still some things to know about working with transactions you import from your banks. Last month, we went over the basics of managing financial transactions once you’ve downloaded them into QuickBooks Online. We walked you through the mechanics of connecting to banks and credit
December 3, 2018 -
Getting Started with Accounts in QuickBooks Online, Part 1
Getting Started with Accounts in QuickBooks Online, Part 1 QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to work with them. The ability to import transactions from financial institutions into QuickBooks Online is definitely one of the best things about the site. You may have even signed
November 26, 2018
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