How to Find a QuickBooks ProAdvisor

You’re about to start a business, and you think it might be time for an accountant. A quick search on the internet tells you that QuickBooks ProAdors offers accounting services in your area. You want someone who can help make sure everything is done correctly and according to rules. How do you find one?

The “quickbooks proadvisor salary” is a question that has been asked many times. The answer to the question is found by searching for a quickbooks proadvisor near you on the website, or calling them directly.

A QuickBooks ProAdvisor is an Intuit-trained, tested, and certified bookkeeper, accountant, or certified public accountant (CPA). These specialists can help QuickBooks customers and business workers in understanding and using the program to its greatest potential by passing a series of examinations. These examinations show that you know how to use one or more QuickBooks products. Every year, the ProAdvisor must recertify by passing the most recent exam in order to keep their accreditation.

The five best sites to look for a QuickBooks ProAdvisor are listed below.

Website of QuickBooks ProAdvisor

In 2017, there were over 200,000 QuickBooks ProAdvisors in the globe. Visit Intuit’s Find a ProAdvisor page to locate a QuickBooks ProAdvisor near you. By entering your city, state, or ZIP code, you can quickly and simply find a ProAdvisor in your area. You may narrow down your search even further by looking for certain sorts of services.

If your search returns a lot of results, you may limit it down by choosing an industry. If you work in a sector with unique accounting standards, such as a charity, it’s a good idea to filter the results to meet those needs. In this scenario, hiring a QuickBooks ProAdvisor who specializes in Nonprofits might be advantageous.

Here is a comprehensive list of industries from which you may refine your search:

  • Agriculture/Farming
  • Automotive Repair/Sale
  • Computer/Software
  • Construction/Contractors
  • Consulting
  • Design/Architecture/Engineering
  • Services in the Financial Sector
  • a government organization
  • Hospitality
  • Insurance/Brokerage
  • Landscaping and lawn care
  • Legal
  • Manufacturing
  • Services in the fields of medicine, dentistry, and health
  • Nonprofit
  • Management of Real Estate
  • Developer/Real Estate
  • Restaurant/Bar
  • Retail
  • Salon/Beauty
  • Telecommunications
  • Transportation
  • Distribution at a Wholesale Price

2. Live QuickBooks

QuickBooks Live links small companies with QuickBooks ProAdvisors through an online bookkeeping solution. You will work with these pros via QuickBooks rather than an independent ProAdvisor. QuickBooks Live Bookkeepers has experience in practically every industry. Cleanup/setup, continuing accounting, and month-end closure are the three aspects of their service. You’re not restricted to a particular amount of time each month, and you may schedule a video chat once or twice a month to address any issues or evaluate month-end results. Prices vary from $200 to $600 each month, depending on your demands.

3. Make use of LinkedIn.

LinkedIn is a professional networking platform that also serves as a great referral generator. Searching for “QuickBooks ProAdvisor” and filtering the results for your location is simple. You can also ask for referrals, as someone in your network is likely to know someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows someone who knows You may also use this chance to ask for an introduction, and you can narrow your search by industry.

4. Local Organizations

There are a number of QuickBooks ProAdvisor meetup groups around the United States, both online and in person. To discover whether there is a group in your region, go to Meetup.com and type in the phrase QuickBooks. If you locate a group that interests you, contact the organizer and explain that you are seeking for a QuickBooks specialist.

5. SBDC office in your community

The Small Company Administration (SBA) funds local Small Business Development Centers (SBDCs) to help small business owners at different phases of their operations. These provide free one-on-one counseling with SBDC Business Advisors. Although not all SBDC business advisers are QuickBooks ProAdvisors, if you tell them you need assistance with QuickBooks, they will assign you to someone who has the necessary expertise and skills to help you.

What to Look for When Choosing a Certified QuickBooks ProAdvisor

There is no assurance that a QuickBooks ProAdvisor will be able to help you with your problem. However, there is generally a wide pool of accessible ProAdvisors, giving you a high chance of finding one that specializes in what you want.

When employing a QuickBooks ProAdvisor, you should follow these three procedures.

1. Look at customer reviews and profiles.

Look through the profiles on the Find a ProAdvisor page. Choose a ProAdvisor who is certified in the QuickBooks software you choose, whether it’s QuickBooks Online or QuickBooks Desktop. A screenshot of a colleague’s profile on the Find a ProAdvisor website is shown below, along with a short discussion of important facts to examine. On a QuickBooks ProAdvisor’s profile, be sure to look for the following three things:

How-to-Find-a-QuickBooks-ProAdvisor

Profile Page for QuickBooks ProAdvisor

1. Customer reviews: You can check average ratings and the total number of customer reviews right next to the profile picture. You may see what consumers have to say about the ProAdvisor by going to the reviews page. If there aren’t enough reviews, you may ask the ProAdvisor for references.

2. QuickBooks certifications: This ProAdvisor is a QuickBooks Online and QuickBooks Desktop certified specialist. Any other certificates would also be noted here.

3. About: This part contains information about the ProAdvisor’s professional expertise as well as information about the services they provide. Any particular industry in which they have experience may also be included here.

4. Credentials: In this section, you’ll discover more about the ProAdvisor’s products and areas of expertise. The titles that further characterize the ProAdvisor’s competence are also included.

5. Software competence: This section lists the ProAdvisor’s unique product expertise, such as QuickBooks Desktop Basic/Pro/Premier.

Using this data, create a list of the top two to five ProAdvisors with whom you’d want to collaborate.

2. Have a conversation with a ProAdvisor

A chat with someone is the greatest approach to assess your capacity to work with them. As a result, you should call the top several ProAdvisors on your list and request a session.

This first consultation is comparable to, but less formal than, a job interview. It’s a chance for you to get to know this individual better, ask some questions, and address any concerns you may have. It also gives the ProAdvisor a chance to get to know you and learn more about your company requirements.

I recommend compiling a list of the qualities you’re looking for in a Certified QuickBooks ProAdvisor to help with the dialogue. Explain what services you’re searching for, what your company performs, and any potential pain areas when you chat with them. Before you hire someone, find out how they like to work, how they charge their customers, what applications they use, how they correct problems, and what communication style they prefer. You can assess whether they are a suitable match for your company by carefully considering their replies.

3. Verify the references

Before you commit, once you’ve agreed on a price, you should ask for a couple of recommendations from current or previous customers. You may reach out to these references to learn more about their ProAdvisor experience.

Most ProAdvisors would gladly provide you with a list of customer references. Before you may contact them, they may need to acquire consent from their customer. If a QuickBooks ProAdvisor refuses to offer at least one customer reference, I would recommend moving on to the next ProAdvisor on your list.

Conclusion

The optimum time to employ a QuickBooks ProAdvisor is before you begin using QuickBooks, so they can assist you with proper setup. QuickBooks is a user-friendly program. However, if you’re not sure what you’re doing, there’s a chance you’ll make a mistake with setup. A QuickBooks ProAdvisor can assist you in determining which version of QuickBooks is ideal for your company, as well as setting up and customizing your company file to meet your requirements, whether you’re doing day-to-day accounting responsibilities yourself or collaborating with an in-house bookkeeper.

The “quickbooks proadvisor phone number” is a search term that will help you find a QuickBooks ProAdvisor. The number is for the company’s customer service line.

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