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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

  • 3 Ways to Receive Payments in QuickBooks Online

    Recording customer payments is one of your more pleasant accounting tasks. Depending on the situation, you can choose from multiple ways to do this using QuickBooks Online.   If you made New Year’s resolutions this last January, you’ve probably had to revise them. No one knew what was coming when 2019 turned over to 2020.

    July 8, 2020
  • Communicate with Customers: QuickBooks and Microsoft Word

    The pandemic has forced businesses to find new ways to connect with customers. QuickBooks has built-in tools that can help.   Businesses are starting to cautiously re-open in the U.S. (at least partially), but we’re still a long way from “normal.” Because of COVID-19, some companies have done very well. Most, though, have had to

    July 7, 2020
  • Tracking Mileage in QuickBooks Online

    If you’re having to drive for work during the pandemic, let QuickBooks Online make sure you’re recording all of your deductible mileage.   Many states are starting to open for business again. If yours is one of them and this is affecting you, we hope you’re taking steps to stay healthy. We also hope that

    June 10, 2020
  • Make QuickBooks Yours: Customize the Desktop

    Make QuickBooks work faster for you by changing a few settings.   Whether your business has been locked down because of the pandemic, or you’re scrambling to hold things together with fewer employees or diminishing sales, you’re probably leaning on QuickBooks more than ever. You may be watching dwindling inventory items closely or monitoring your

    June 9, 2020
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