How to Find a QuickBooks ProAdvisor?

Posted 2 years ago in TECHNOLOGY.

A QuickBooks ProAdvisor may be a bookkeeper, accountant, or certified public accountant

How to Find a QuickBooks ProAdvisor?

A QuickBooks ProAdvisor may be a bookkeeper, accountant, or certified public accountant (CPA) who has been trained, tested, and authorized by Intuit. By mastering a series of exams successfully, these professionals can assist QuickBooks clients and their employees with navigating and leveraging the software to the simplest of its ability. These exams demonstrate proficiency with one or more QuickBooks products. To take care of certification, the ProAdvisor must recertify per annum by taking the newest exam.


The following are the five best places to seek out a QuickBooks ProAdvisor.


1. QuickBooks ProAdvisor Website

As of 2017, there have been quite 200,000 QuickBooks ProAdvisors worldwide. To seek out a QuickBooks ProAdvisor near you, inspect Intuit’s Find a ProAdvisor website. This site allows you to look for a ProAdvisor near you quickly and simply by entering your city, state, or postcode. To filter the search further, you'll search by the precise sorts of services that you simply need.


If your search yields many results, you'll narrow it down by selecting the sort of industry. If you're during a sector that has specific accounting requirements, like a nonprofit organization, it's recommended to filter the results to suit those requirements. During this case, it might be beneficial to rent a QuickBooks ProAdvisor who focuses on nonprofits.


Here may be a complete list of the industries you'll choose between to narrow your search:


  • Agriculture/Farming
  • Automotive Sales/Repair
  • Computer/Software
  • Construction/Contractors
  • Consulting
  • Design/Architecture/Engineering
  • Financial Services
  • Government Agency
  • Hospitality
  • Insurance/Brokerage
  • Lawn Care/Landscaping
  • Legal
  • Manufacturing
  • Medical/Dental/Health Services
  • Nonprofit
  • Property Management
  • Real Estate/Developer
  • Restaurant/Bar
  • Retail
  • Salon/Beauty
  • Telecommunications
  • Transportation
  • Wholesale Distribution

2. QuickBooks Live

QuickBooks Live is a web bookkeeping service that connects small businesses with QuickBooks ProAdvisors. Instead of handling an independent ProAdvisor, you'll work with these professionals through QuickBooks. The team of QuickBooks Live Bookkeepers has expertise in most industries. Their service involves three phases: cleanup/setup, ongoing bookkeeping, and month-end close. You’re not limited to a group amount of your time per month, and you've got the choice of scheduling a video call once or twice per month to debate any questions and to review month-end results. counting on your needs, prices range from $(contact for price) to $$(contact for price) per month.


3. LinkedIn

LinkedIn may be a professional networking website that's also a terrific resource for referrals. it's easy to conduct an enquiry for “QuickBooks ProAdvisor” and filter the results for your area. you'll also post an invitation for referrals, because it is probably going that somebody in your network is connected to at least one already. This is often also an excellent opportunity to invite an introduction, and you'll also filter the look for your industry.


4. Local Groups

There are spreads of QuickBooks ProAdvisor meetup groups that happen round the United States– both remote and in-person. You’ll visit the Meetup website and search the keyword QuickBooks to ascertain if there's a gaggle in your area. If you discover a gaggle , you'll reach bent the organizer and explain that you simply are trying to find a ProAdvisor within the group.


5. Local SBDC Office

Local Small Business Development Centers (SBDC) are funded by the tiny Business Administration (SBA) to help small business owners at various stages of their business. These offer one-on-one counseling with SBDC Business Advisors, freed from charge. Not all SBDC business advisors are QuickBooks ProAdvisors, but once you tell its representative that you simply need help with QuickBooks, they're going to assign someone with the experience and knowledge to help you.


How to Choose a licensed QuickBooks ProAdvisor

Unfortunately, there are not any guarantees that a QuickBooks ProAdvisor can assist you together with your issue. However, there's usually an outsized pool of ProAdvisors available, which provides you an honest chance of finding one that focuses on what you would like .


Here are three steps you ought to take when hiring a QuickBooks ProAdvisor.


1. Check Profiles and Customer Reviews

Read the profiles located on the Find a ProAdvisor website. make certain to settle on a ProAdvisor certified within the QuickBooks product you favor , QuickBooks Online or Desktop. Below may be a snapshot of a colleague’s profile on the Find a ProAdvisor website, along side a quick description of some information you ought to consider. confirm you check the subsequent three things on a QuickBooks ProAdvisor’s profile:


  1. Customer reviews: Right next to the profile picture, you'll see average ratings and therefore the total number of customer reviews. If you click on the reviews tab, you'll see what customers are saying about the ProAdvisor. If there are too few reviews, you'll wish to ask the ProAdvisor to supply references.


  1. QuickBooks certifications: This particular ProAdvisor may be a certified expert in QuickBooks Online and QuickBooks Desktop. Any additional certifications would be listed here also .


  1. About: during this section, you'll see the ProAdvisor’s professional experience and knowledge regarding the kinds of services they supply . Any specific industries that they need expertise with could also be listed here also .


  1. Credentials: Here, you’ll learn more about the products and areas where the ProAdvisor is proficient. Included are the titles that further describe the ProAdvisor’s expertise.


  1. Software expertise: The ProAdvisor’s specific product knowledge, like QuickBooks Desktop Basic/Pro/Premier, is listed here.


Use this information to narrow down an inventory of the highest two to 5 ProAdvisors with whom you’d wish to work.


2. Chat With the ProAdvisor

The best thanks to evaluate your ability to figure with someone is by having a conversation with them. Therefore, you ought to contact the primary few ProAdvisors on your list and request an initial consultation.


This initial consult is extremely almost like employment interview but less formal. it's a chance for you to urge to understand this person and ask a couple of questions or address any concerns that you simply may have. it's also a chance for the ProAdvisor to urge to understand you and learn more about your business needs.


To facilitate the conversation, I suggest making an inventory of the traits that you simply are trying to find during a Certified QuickBooks ProAdvisor. once you speak with them, make certain to elucidate what services you’re trying to find , what your business does, and what your pain points could be . Before hiring anyone, confirm to ask about how they like to figure , how they bill their clients, what apps they use, how they rectify errors, and their desired communication style. Considering their responses carefully will assist you to work out if they're an honest fit your business.


3. Check References

After you come to an agreement on price, but before you commit, you ought to request a few of references from either current or past clients. you'll contact these references to find out more about their experience with the ProAdvisor.


Most ProAdvisors won’t have a drag providing you with a client reference list. However, they could got to get approval from their client before you'll contact them. If you encounter a QuickBooks ProAdvisor not willing to supply you with a minimum of one client reference, i might consider moving to subsequent ProAdvisor on your list.


Bottom Line

The best time to rent a QuickBooks ProAdvisor is before you begin using QuickBooks, in order that they can assist you get everything found out correctly. QuickBooks software is extremely user-friendly. However, thereupon benefit is additionally the potential for creating an error with setup if you're not totally certain of what you’re doing. A QuickBooks ProAdvisor can assist you to guage the simplest version of QuickBooks for your business also as found out and customize your company file in order that it works together with your needs―whether that's managing the day-to-day bookkeeping tasks yourself or working in conjunction with an in-house bookkeeper.

Justin Tyler

Living in United States