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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.

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

  • 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
  • How to Create Product Records in QuickBooks Online

    Whether your company sells product or services, QuickBooks Online can help you track them.   If you sell one-of-a-kind products and can see all of them at a glance, tracking your inventory isn’t such a big issue. But not many people run businesses like that. Even if you do, you’d want to keep track of

    August 5, 2020
  • How to Track Employee Time, Part 1

    Whether you’re recording employee hours for payroll or customer billing, your entries must be accurate. QuickBooks can help.   It’s easy to track sales of goods in QuickBooks. You create an invoice or a sales receipt, select the product the customer wants along with the quantity, and save the transaction. QuickBooks reduces the corresponding inventory

    August 4, 2020
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