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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.

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

QuickBooks Tips

  • 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
  • How QuickBooks Online Can Improve Your Company’s Financial Health

    QuickBooks Online is more than just an online book-keeper. It can help improve your cash flow, your customer relationships, your inventory readiness, and your future. If you’re already using QuickBooks Online, you know how much impact its bookkeeping abilities have had on your company’s accounting operations. You’re saving time, which in turn saves money, and

    August 6, 2018
  • 5 QuickBooks Online Reports You Should Run Regularly

    There are numerous QuickBooks Online reports that you should be consulting at regular intervals. But you need these five at least every week. QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about your recent expenses, your sales, and the

    July 30, 2018
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