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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

  • Sales Receipts, Invoices, and Statements in QuickBooks

    QuickBooks allows you to create multiple types of sales forms for different situations. Here’s a look at what they are and when to use them.   When you buy something at a store, you want a piece of paper that shows what you purchased and what you paid. If you receive products or services before

    March 10, 2020
  • How to Back Up and Move a Company File in QuickBooks

    Your QuickBooks company file is gold. Make sure you know how to back it up and restore it properly.   You may not think of your QuickBooks company file as being portable. It lives safely on the hard drive of your desktop and/or laptop computer. You wouldn’t want it to be anywhere else, right?  

    March 7, 2020
  • 5 Things You Need to Know About Sales Taxes in QuickBooks Online

    The most important thing you need to know about sales tax is that administering it correctly can be challenging.   If you sold only one type of product to customers in one city, collecting and paying sales tax would be easy. But most businesses have a wider reach than that.   QuickBooks Online offers tools

    February 17, 2020
  • Dealing with Deposits in QuickBooks

    Where do the payments you receive in QuickBooks go? The software provides tools for managing deposits.   Recording payments, whether they come in to comply with an invoice you sent or are issued as sales receipts, is one of the more satisfying tasks you do in QuickBooks. The sales cycle is almost complete, and you’re

    February 17, 2020
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