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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

  • Still Dealing with 2019 in QBO? Clearing the Way for 2020

    If you have a nagging feeling this month that you’re not caught up with your accounting tasks, it’s time to clean up your unfinished 2019 work.   It would be great if you could have closed out 2019 knowing that you were all caught up with your accounting work. You sent all your invoices, paid

    January 7, 2020
  • Start 2020 Right: Get into the Report Habit

    It’s a good time to start new habits – or refresh old ones. Running reports regularly will help you make better business decisions.   Whether or not you made New Year’s resolutions, you probably look at January as a fresh start in personal and professional matters. Unfortunately, we can’t help you join a gym or

    January 7, 2020
  • How to Clean Up QuickBooks for 2020

    We know December is a busy month. However, take some time now to make sure QuickBooks is ready for 2020.   Yes, it’s here again: the end of the year. You probably have a lengthy to-do list full of tasks that must be done before December 31. There’s one task-or rather, a series of tasks-that

    December 10, 2019
  • Have You Explored QuickBooks Online’s New 2019 Features?

    Intuit keeps innovating. Here are some of the changes the company introduced for QuickBooks Online in 2019.   Whether you can see them now or not, Intuit added and enhanced a ton of new features in 2019. Some of you may not see all of them until 2020, since the company typically rolls them out

    December 10, 2019
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