Located in Metro Atlanta, The Small Business Advisor has been a cornerstone of the local business community for over 30 years. Our longstanding presence in the region has allowed us to develop deep ties with a large network of other key professionals and an extensive understanding of Atlanta’s unique business opportunities. Clients who work with us benefit from our commitment to empowering them and all small businesses through comprehensive and tailored financial guidance. While we work primarily in the Atlanta area, we also have clients in several other states across the US. Since we are a virtual company, this allows us the flexibility to work with clients where they are and provide services that are unique to our business and match them to the client’s needs.

Most of our new clients come from referrals – this says a lot about how much our clients trust 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.

Listen to Small Business Advisor Founder, Karen Bershad, describe how the expert team at Small Business Advisor trains and helps small businesses optimize their decisions for growth and financial data management.

Recording of live interview on “Midtown Business Radio” at Business RadioX Studios in Atlanta.

Making financial decisions is a daily occurrence and with help from The Small Business Advisor, those decisions are made with more clarity and less stress. With over 30 years of experience running several successful businesses, Karen Bershad knows and understands all the demands of business ownership. Karen is a Certified Intuit QuickBooks ProAdvisor who leads her team of expert ProAdvisors to deliver accurate, insightful and timely bookkeeping services. As a Small Business Advisor client, you will benefit from her high business standards, solid advice and exceptional service provided by her and her expert team.

Karen and her team also provide industry-specific workshops and classes for Atlanta REIA and other organizations. Learn more about training topics available as one-on-one sessions or industry-specific group workshops.

Intuit QuickBooks ProAdvisors and an Authorized Affiliate

We are an expert team of Intuit QuickBooks ProAdvisors and an Authorized Affiliate for both the desktop and online versions including QuickBooks® for Mac.

Pure Bookkeeping

The Small Business Advisor is a collaborative team of experts systematically engaged to meet each client’s bookkeeping needs and requirements. Certified and professional bookkeepers are qualified and experienced in the same bookkeeping procedures but their approach is modified to meet individual client expectations on a timely basis.

The Small Business Advisor, Bookkeeping Services, Roswell, GA

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