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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.

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

QuickBooks Tips

  • How to Enter Bills in QuickBooks

    It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps. We’re in a bit of a transitional period with business bill-paying. Some paper bills still come via the U.S. Mail, however, you may also be getting some through email. Others don’t come at all: You might get

    October 4, 2018
  • Not Using QuickBooks Online? What You’re Missing Out On

    If you dread every minute of the time you spend on accounting, you should know how QuickBooks Online can change your outlook. How long would it take you to determine: What your total expenses for this quarter are? Whether or not your business is profitable as of today? How much you’ve sold every month this

    September 24, 2018
  • Extend QuickBooks’ Usefulness with Add-Ons

    Maybe QuickBooks does everything you need. But if you outgrow parts of it, don’t worry, you’ll have options. What do you do when an application you’re using stops meeting your growing needs in a specific area? You can: a.) find a workaround, b.) switch to different software, or, c.) resign yourself to living without that

    September 10, 2018
  • How to Use Memorized Transactions in QuickBooks

    Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions. We wrote last month about the benefits of having QuickBooks on your desktop. Among those we listed are three that have an impact on every business that uses it. QuickBooks helps you: Save time. Save money.

    August 27, 2018
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