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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.

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

QuickBooks Tips

  • Getting Started with Accounts in QuickBooks Online, Part 2

    We covered a lot of ground last month, but there are still some things to know about working with transactions you import from your banks. Last month, we went over the basics of managing financial transactions once you’ve downloaded them into QuickBooks Online. We walked you through the mechanics of connecting to banks and credit

    December 3, 2018
  • Getting Started with Accounts in QuickBooks Online, Part 1

    Getting Started with Accounts in QuickBooks Online, Part 1 QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to work with them. The ability to import transactions from financial institutions into QuickBooks Online is definitely one of the best things about the site. You may have even signed

    November 26, 2018
  • Paying Bills in QuickBooks: The Basics

    Paying Bills in QuickBooks: The Basics The time-consuming part’s over once you’ve entered bills in QuickBooks. Here’s how to pay them. Last month, we explained that the process of paying bills in QuickBooks requires two separate sets of actions. We went over what’s required to enter bills and to set up reminders so they don’t

    November 8, 2018
  • Customer Statements: When, Why, and How

    If your business relies on invoices to get paid, there may be times when you need to create and send statements. You enter into an informal contract with a customer when you send an invoice. You expect that you will receive payment in a timely fashion for goods or services you’ve sold. That probably works

    October 24, 2018
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