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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.

We are growing and are looking for a freelance Certified QuickBooks ProAdvisor who will grow with us.

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

QuickBooks Tips

  • Using QuickBooks’ Reminders and Calendar

    Now, more than ever, you need QuickBooks to track what needs to be done.   COVID-19 has transformed the entire U.S. small business landscape in just a few short months. Companies are struggling to stay afloat. We all just want to get back to “normal,” but it’s unclear when that will happen.   We’d like

    May 5, 2020
  • How to Create and Use Vendor Records in QuickBooks Online

    Keeping your supplies coming in may be difficult right now. Be sure you know your vendors and track their records carefully.   Your company counts on its supply chains to keep operations running smoothly. When it falters, you can have trouble creating and shipping products. Problems may even crop up that have a negative effect

    May 5, 2020
  • Are You Following Best Practices in QuickBooks Online?

    “Best practices” are recommendations for the most effective way to get things done. Are you following standard procedures in QuickBooks Online?   Habits can be good things when you’re talking about getting through the workday successfully. You might have developed a habit of responding to emails quickly and preparing checklists before you go into meetings.

    April 7, 2020
  • How to Use Rules in QuickBooks Online Transactions

    How to Use Rules in QuickBooks Online Transactions   Maintaining your transaction registers conscientiously leads to a clearer understanding of your finances.   Last month, we talked about the types of best practices that can lead to more effective use of QuickBooks Online and, ultimately, more thorough knowledge of your finances. The first one was

    April 7, 2020
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