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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

  • Billing Customers for Time and Expenses in QuickBooks Online

    Sometimes, you have to spend money on your customers. Make sure you’re billing them for it.   Usually, money flows from your customers to your business. But there may be times when you have to purchase items for a job whose costs will eventually be reimbursed. Or you, or an employee, might spend time providing

    February 10, 2021
  • Keep Up With Payables: Entering Bills in QuickBooks

    Did you resolve to pay bills on time in 2021? Here’s how QuickBooks can help.   Managing your paper bills manually is a dangerous practice. It’s too easy to lose them, for one thing, and it’s impossible to keep all of those vendors and amounts in your head. Even if you keep them in a

    February 9, 2021
  • How to Create Recurring Transactions in QuickBooks Online

    QuickBooks Online saves time and improves accounting accuracy in numerous ways. One example is its support for recurring transactions.   It’s easy to get distracted when you’re doing dull, repetitive accounting work. That distraction leads to errors sometimes. So, besides the time you’re spending on work that could be automated, you have to tack on

    January 6, 2021
  • Should You Charge Late Fees? QuickBooks Can Help

    Do you have a lot of aging receivables? Assessing finance charges can speed up customer payments.   Have your customers been submitting payments later than usual these last several months? It wouldn’t be surprising. Many businesses are struggling to pay bills these days. Still, you need to get paid – and on time. Tardy receivables

    January 5, 2021
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