Contact us to learn more and schedule your 30-minute FREE consultation.

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

  • Setting Up Sales Taxes in QuickBooks, Part 1

    If your business is required to collect and pay sales taxes, you can use QuickBooks’ tools to help you meet those obligations. Next to payroll, state sales taxes represent probably the most complex element of your accounting tasks. QuickBooks can help with the mechanics, but there’s a lot you need to learn before you can

    October 28, 2019
  • Who Owes You? 5 QuickBooks Online Reports That Can Tell You Fast

    Keep a constant watch on your accounts receivable to improve cash flow. Quick: How many of your invoices are unpaid? Have any of your customers gone over 30 days past due? Did you bill all of the time and expenses for that project you just completed for a customer? If you’re doing your accounting manually,

    October 14, 2019
  • 5 Things You Should Know About the Chart of Accounts in QuickBooks Online

    QuickBooks Online doesn’t require deep knowledge of accounting principles. Still, there are concepts you should understand. You probably didn’t expect you’d have to become an accounting expert when you started your business. You knew you’d have to deal with recording income and expenses – maybe track your inventory and process a payroll. But you may

    September 26, 2019
  • Creating Statement Charges in QuickBooks

    There’s more than one way to bill customers for your products and services. A statement charge is one of them. Depending on what kind of business you have, you probably have a preferred way of billing customers. If they walk into your shop and present a credit card or cash, you create sales receipts. If

    September 16, 2019
Request a call back.

Would you like to speak to one of our  advisers over the phone? Please submit your details and we’ll be in touch shortly.

I would like to discuss: