How to find a QuickBooks ProAdvisor
Intuit has certified a QuickBooks ProAdvisor, which is a certified accountant, bookkeeper or certified public accountant (CPA). These professionals are able to assist QuickBooks clients and their employees by passing a series of exams. These exams are designed to demonstrate proficiency in one or more QuickBooks products. The ProAdvisor must renew his certification each year by passing the most recent exam.
These are the top five places to look for a QuickBooks ProAdvisor.
1. QuickBooks ProAdvisor Website
There were over 200,000 QuickBooks ProAdvisors in the world as of 2017. Intuit’s Locate a ProAdvisor website will help you find one near you. You can quickly search for ProAdvisors near you by simply entering your zip code, state, and city. You can filter your search by specific services to refine your search.
You can filter your search results to reduce the number of results that you receive. It would be a good idea to find a QuickBooks ProAdvisor that specializes in nonprofits.
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To narrow down your search, here is a complete listing of industries that you can choose:
- Automotive Sales/Repair
- Financial Services
- Government Agency
- Lawn Care/Landscaping
- Medical/Dental/Health Services
- Property Management
- Real Estate/Developer
- Wholesale Distribution
2. QuickBooks Live
QuickBooks Live connects small businesses to QuickBooks ProAdvisors. Instead of dealing with an independent ProAdvisor you will be working with professionals through QuickBooks. QuickBooks Live Bookkeepers have extensive experience in nearly all industries. The service includes three phases: cleanup/setup and ongoing bookkeeping. Finally, the month-end close. There is no limit to the time you can spend on this service. You have the option to schedule a video conference once or twice per month to answer any questions and review your month’s results. Prices range from $200-$600 per month, depending on your needs.
LinkedIn is a great resource for referrals and professional networking. You can easily search for QuickBooks ProAdvisor and filter the results to your local area. A request for referrals can be made as well. It is possible that someone in your network has already connected to one. This is a great way to request an introduction and filter the search results for your industry.
There are many QuickBooks ProAdvisor meetups that take place in the United States. They can be either remote or in-person. To find a group near you, visit the Meetup Website. You can contact the organizer if you locate a group and tell them that you are seeking a QuickBooks expert in the group.
Local Small Business Development Centers are funded in part by the Small Business Administration (SBA). They provide assistance to small business owners at all stages of their businesses. These centers offer free one-on-one counseling from SBDC Business Advisors. Although not all SBDC Business Advisors are QuickBooks ProAdvisors but if you tell them that you need assistance with QuickBooks they will assign you someone who has the knowledge and experience to help you.
How to choose a Certified QuickBooks ProAdvisor
There are no guarantees that a QuickBooks ProAdvisor will be able to assist you. There are usually many ProAdvisors that specialize in your issue, so you have a good chance to find one.
These are the three steps to follow when you hire a QuickBooks ProAdvisor.
1. Review Customer Reviews and Check Profiles
Look at the Find a ProAdvisor profile. Make sure you choose a ProAdvisor who is certified in the QuickBooks product that you are interested, QuickBooks Online and Desktop. Below is a screenshot of a colleague’s profile, as well as a description of some important information. Check the following three items on a QuickBooks ProAdvisor profile:
QuickBooks ProAdvisor Profile Page
1. Customer reviews: You can view average ratings and total customer reviews right next to your profile photo. Click on the reviews tab to see what ProAdvisor customers have to say about it. You may ask the ProAdvisor for references if there are not enough reviews.
2. QuickBooks Certifications: This ProAdvisor is a QuickBooks Online and QuickBooks Desktop certified expert. Additional certifications will be added to this list.
3. About: This section contains information about the ProAdvisor’s experience as a professional and details about the services they offer. You may also find information about specific industries they are experts in.
4. Credentials: This section will provide information about the ProAdvisor’s expertise in specific products. The titles further describe the ProAdvisor’s expertise.
5. Software expertise: This list includes the ProAdvisor’s product knowledge such as QuickBooks Desktop Basic/Pro/Premier.
This information will help you narrow down the list of top ProAdvisors that you would like to work with.
2. Chat with the ProAdvisor
Talking to someone can help you assess your ability to work well with them. You should therefore contact the ProAdvisors listed on your list to request an initial consultation.
The initial consultation is similar to a job interview, but less formal. This is a chance to meet the person, ask questions and address any concerns. The ProAdvisor will also have the opportunity to get to know your business and learn more about you.
You can make a list of traits you want in a Certified QuickBooks ProAdvisor to facilitate the conversation. Talk to them about the services you are looking for, your business, and your concerns. Ask them about their preferred work style, their billing system, their preferred apps, their methods of rectifying errors and how they communicate with clients. You can determine if they’re a good fit for you business by carefully considering their answers.
3. Refer to References
Before you agree on a price, ask for references from past or current clients. These references can be reached to find out more about their experiences with ProAdvisor.
ProAdvisors will not hesitate to provide you with a reference list of clients. They might require approval from the client before you can reach them. If a QuickBooks ProAdvisor is unwilling to give you at least one reference from a client, I recommend moving on to the next ProAdvisor.
It is best to hire a QuickBooks ProAdvisor before you begin using QuickBooks. They can help you set everything up correctly. QuickBooks software is extremely user-friendly. There is a chance that you might make a mistake when setting up QuickBooks software if you aren’t sure of your steps. The QuickBooks ProAdvisor will help you evaluate which version is best for your business. They can also set up and customize your company files to meet your specific needs, whether that’s managing your day-to-day bookkeeping or working with an outside bookkeeper.