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.

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

QuickBooks Tips

  • 8 QuickBooks Online Tips

    There are always more things to learn about the applications we use every day. Here are some tips for expanding your use of QuickBooks Online. We tend to fall into the same old patterns once we’ve learned how to make a computer application work for us. We learn the features we need and rarely venture

    October 6, 2021
  • Ready to Reconcile in QuickBooks? How to Prepare

    It may be one of your least favorite accounting tasks. But account reconciliation is easier if you get ready for it.  There’s no question that account reconciliation is a dreaded chore. So much so that many small businesspeople simply don’t do it. QuickBooks’ reconciliation tools and its ability to import transactions from your banks make

    October 5, 2021
  • How Does Progress Invoicing Work in QuickBooks Online?

    Want to break up an estimate into multiple invoices? QuickBooks Online supports progress invoicing. If you do large, multi-part projects for customers, you may not want to wait until absolutely everything is done before you send an invoice. This can be especially problematic when you have to purchase a lot of materials for a job

    September 8, 2021
  • How to Use QuickBooks’ New Customer Groups

    You can now create groups of customers and automate the process of sending payment reminders. QuickBooks has a new set of tools that can help you deal with what is probably one of your most pressing problems: getting customers to pay. Here’s how to use this new feature. Creating Your Groups QuickBooks has added an

    September 7, 2021
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