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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

  • Issuing Credit Memos and Refunds in QuickBooks

    You’re accustomed to money going in a certain direction, but sometimes you have to pay your customers. Here’s how it’s done. QuickBooks is very good at helping you get paid by your customers. It comes equipped with customizable invoice templates for billing customers and sales receipts for recording instant sales. It supports online payments, so

    June 24, 2019
  • The Life of an Estimate in QuickBooks Online

    Estimates—or quotes, or bids—are useful tools when you’re pitching a sale of products or services. Here’s how QuickBooks Online handles them. Sales estimates are standard procedure in many professions. You wouldn’t authorize a car repair without one. Nor would you OK a remodeling job on your kitchen or a summer’s worth of yard landscaping without

    June 10, 2019
  • How to Use Progress Invoicing in QuickBooks Online

    Does your business do work for clients over weeks or months? Consider using QuickBooks Online’s progress invoicing. Let’s say you’re doing a job or project for a customer that is going to take a long time, but you don’t want to wait until you’re finished to get paid. Or you’ve agreed to let a customer

    May 27, 2019
  • How QuickBooks Protects Your Data, and How You Can Help

    The data in your QuickBooks company file contains some of the most sensitive information on your computer. Make sure it’s secure. Your customer list is gold. And those Social Security and bank card numbers in your payroll, client, and vendor records need to be protected from intruders and only viewed by authorized employees. It’s not

    May 13, 2019
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