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.
We are growing and are looking for a freelance Certified QuickBooks ProAdvisor who will grow with us.
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Testimonials
I value Karen’s bookkeeping expertise and have referred her to several clients who quickly gain an appreciation for the value she provides them. She is a Certified QuickBooks Pro Advisor.
Let me first say that I have been utilizing the bookkeeping services of Karen & Co. for over 15 years, in multiple Co’s, and I have to say that it’s been nothing short of a lifesaving experience for me and my businesses. Karen has become a personal friend and key member of my Company, and I highly value Karen in all she does for us on the daily. If you’re looking for someone that will take care of your business as if it were hers… hire Karen Bershad right away. Just make sure that you don’t give her to much work that she can’t continue to do my books. BTW – Karen comes with an amazing personality at no extra charge.
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 help entrepreneurs get their act together
before they talk to investors.
QuickBooks Tips
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10 Tips for Better Budgeting…
…and how QuickBooks Online can help you with the mechanics. If you already have a budget, it’s probably been difficult for you to stick with it for the last several months. Unless you provide products and/or services that have been in great demand since the COVID-19 pandemic took hold, you’ve had to adjust your
October 7, 2020 -
4 Ways to Get Paid Faster Using QuickBooks
It’s probably one of your toughest challenges. How do you encourage customers to make payments faster? Cash flow is a problem for so many businesses right now. Unless you sell products or services that are in high demand during the COVID-19 pandemic, you’re probably struggling to get payments from customers who are also cash-strapped.
October 6, 2020 -
How to Create Product Records in QuickBooks Online, Part 2
Once you’ve created your company’s product and service records, you’ll use them in numerous places in QuickBooks Online. Last month, we covered the setup you have to do before you start building your product and service records in QuickBooks Online. We told you to click the gear icon in the upper right, then click
September 9, 2020 -
How to Track Employee Time, Part 2
If you have to track a lot of employee work hours, you might want to use QuickBooks’ Timesheets. Last month, we introduced the concept of time tracking in QuickBooks. Using the software’s tools, you’re able to record individual blocks of time that employees have worked, so that you are able to include them in
September 8, 2020
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