We help you
with all the "behind the scenes"
aspects of your small business.

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

QuickBooks Tips

  • How to Use Tags in QuickBooks Online

    Where is your money coming from? Where is it going? You can use tags in QuickBooks Online to find out.  QuickBooks Online offers numerous ways to help you track your sales, expenses, and profitability. If you’re using QuickBooks Online Plus or Advanced, you can create and assign Classes to transactions to differentiate between, for example,

    April 6, 2021
  • How to Customize Sales Forms in QuickBooks

    QuickBooks comes with perfectly usable sales form templates. But you can modify content and appearance to make them yours. When you receive an invoice or bill in the mail or online, how much attention do you pay to the way it looks? You might think you don’t, but any communication we receive from the vendors

    April 6, 2021
  • How Do You Add Users in QuickBooks Online?

    If you have one or more people besides yourself using QuickBooks Online, you’ll need to know how to set up their accounts.   Your QuickBooks Online file contains a great deal of very sensitive information, like customers’ credit card numbers and employees’ Social Security numbers – data you don’t want to have fall into the

    March 10, 2021
  • Keep Up With Payables: Paying Bills in QuickBooks

    It’s not your favorite accounting task, but QuickBooks makes bill-paying easier.   Last month, we described the process of entering bills in QuickBooks. We discussed how you can’t pay bills without first entering them (Vendors | Enter Bills). We went over the steps required to memorize them to save time and repetitive data entry. And

    March 9, 2021
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