We help you
with all the "behind the scenes"
aspects of your small business.

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

QuickBooks Tips

  • Some Small Businesses Are Recovering. Is Yours?

    The COVID-19 pandemic isn’t over, but many small businesses are on the upswing. How QuickBooks Online can help if yours isn’t. Intuit recently did a survey documenting the financial losses that many small businesses had experienced since March 2020. Not surprisingly, the report, Intuit QuickBooks Small Business Recovery, found that COVID-19 has had a significant

    June 9, 2021
  • Save Time By Memorizing Transactions in QuickBooks

    Do you create the same transactions repeatedly? QuickBooks allows you to memorize them.   Accounting involves a lot of repetition. You send invoices and receive payments and pay bills, over and over. Sometimes they’re similar enough every month that you’d swear you already processed them.   QuickBooks has a feature that can both save time

    June 8, 2021
  • How Do You Manage Downloaded Transactions in QuickBooks Online?

    Downloading them is the easy part. QuickBooks Online lets you work with downloaded transactions in numerous ways. QuickBooks Online was built to import transactions from your online financial institutions. You can enter them manually but downloading them saves an enormous amount of time and minimizes errors. It also makes reconciliation much easier, since you can

    May 12, 2021
  • How to Protect Your Data in QuickBooks

    Your QuickBooks company file is gold. Keep it safe from fraud and intrusions. After the unprecedented year we’ve just experienced, the last thing you need is to have your accounting data compromised or stolen. It would be impossible to reconstruct your QuickBooks file from scratch, and you can’t afford to have a hacker steal any

    May 11, 2021
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