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Client Business Advisors

Welcome to Client Business Advisors

Delivering superior bookkeeping solutions for small  businesses using the QuickBooks Online Accountant software to keep our firm organized and help us successfully impact our client's initiatives and profitability.

QuickBooks Online
Yanitza Reyna QuickBooks ProAdvisor and Private Money Lender

About Us

Get to Know Us

I've combined my years in corporate America working for a Fortune 500 company with my personal experience as a small business owner to provide financial guidance so owners can make better management decisions that will grow and scale their businesses!

 

I especially help business owners who are not the biggest fans of using technology and teach them in fun ways they can understand their business finances using QuickBooks online.

Witnessing the growth in how my clients react when they realize the value in reviewing data and numbers is my greatest joy!!!  I'm here to be of service and help make a difference in this entrepreneurship world that I love so much!

Ever since joining the entrepreneurship journey in 2015, we have been delivering profitable growth and operational excellence to organizations in retail and wholesale sectors. 

Service Highlights

  • Bookkeeping using QuickBooks Online with a Certified Advanced ProAdvisor

  • AI Coaching using ChatGPT and third party apps

  • Financial Management

  • Profit & Loss Reporting

  • Legal Compliance and obtaining licenses and permits on the State and Federal level

  • Business and Operations Management

  • Strategic & Organizational Planning

  • Human Resources

  • Systems Implementations

  • Social Media Marketing & Strategy

  • Social Media Consulting

  • Social Media Marketing Training

  • Email Marketing 

  • Blog Writing

  • Google My Business Optimization

  • Website & SEO

  • Financial Literacy Education & Reporting

  • Sales & Use Tax Reporting

  • Training & Small Business Coaching

  • PRIVATE MONEY LENDING  for Real Estate Investing!

We support businesses at all levels: entrepreneurs, solopreneurs, startups, small businesses, and midsize companies.

To Your Success,

Yanitza Reyna, CEO

Certifications & Achievements

Financial Consultation for Private Money Lending and QuickBooks

How We Operate

A Trusted and Professional QuickBooks Solution Provider

For individuals and businesses alike, dealing with the minutiae of accounting and financial reporting consumes precious moments that could be spent elsewhere. Whether you want to spend more free time with friends and family or focus on strategic decision-making for your business, working with Client Business Advisors can help.

We provide a wide array of management services for our clients, freeing them up to enjoy the most rewarding parts of living their lives and running their businesses. Get in touch today to entrust our team with your finances.

Our Happy Clients

BENS SOFT PRETZELS - GRANDSCAPE
GFREE INVESTMENTS LLC
Boziks Construction
JINGLES PROPERTY GROUP
McLaurin Industry Inc
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