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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

  • 10 Tips for Better Budgeting…

    …and how QuickBooks Online can help you with the mechanics.   If you already have a budget, it’s probably been difficult for you to stick with it for the last several months. Unless you provide products and/or services that have been in great demand since the  COVID-19 pandemic took hold, you’ve had to adjust your

    October 7, 2020
  • 4 Ways to Get Paid Faster Using QuickBooks

    It’s probably one of your toughest challenges. How do you encourage customers to make payments faster?   Cash flow is a problem for so many businesses right now. Unless you sell products or services that are in high demand during the COVID-19 pandemic, you’re probably struggling to get payments from customers who are also cash-strapped.

    October 6, 2020
  • 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
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