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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.

Testimonials

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

QuickBooks Tips

  • How QuickBooks Protects Your Data, and How You Can Help

    The data in your QuickBooks company file contains some of the most sensitive information on your computer. Make sure it’s secure. Your customer list is gold. And those Social Security and bank card numbers in your payroll, client, and vendor records need to be protected from intruders and only viewed by authorized employees. It’s not

    May 13, 2019
  • Working with Contractors in QuickBooks Online

    It’s a gig economy. QuickBooks Online makes it easy to track and pay independent contractors. In days past we used to call it “moonlighting” – taking on a second, part-time job for extra money. And we saw how prevalent this became was when millions of people had to resort to side gigs to keep afloat

    April 29, 2019
  • Receive Payments the Right Way in QuickBooks: Your Options

    How you record a customer payment in QuickBooks depends on why and how you received it. One of the reasons we like QuickBooks is because it uses language and processes that are familiar to small businesspeople. Instead of using the term “accounts receivable,” it has a menu label that says Customers and menu items that

    April 15, 2019
  • Could Your Sales Invoices Be Better? How QuickBooks Online Can Help.

    Every interaction with your customers can enhance your image. Here’s how QuickBooks Online contributes to that. Getting paid by your customers—on time, and in full—can take some effort on your part. You set smart due dates and enforce them. Price your products and services so they’re both reasonable and profitable. Accept online payments. But are

    March 25, 2019
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