Finding the Right QuickBooks ProAdvisor

If your business is looking to upgrade its accounting methods, you may need a QuickBooks ProAdvisor. Finding the right one who will understand your needs and provide sound financial advice is important.

Start by entering your location/zip code on Intuit’s Find a ProAdvisor website. Then search by service, industry, and the QuickBooks products you use. Review the profiles and check customer reviews.

1. Look for Experience

When looking for a QuickBooks ProAdvisor, you should consider the type of relationship that you want to build with them. Do you want them to do your setup and training and then just be available for occasional help, or do you want them to be an active part of your business, helping with things like finding loans, establishing workflows, and recommending apps? Once you’ve decided on that, finding out how they communicate with their clients is also important. Do they prefer to answer your questions in multiple emails as they come up, or do they prefer to have a weekly call where they go over everything in full?

Once you’ve determined the type of relationship you’re looking for, it’s time to search for the right ProAdvisor. The easiest way to do this is to use Intuit’s Find a ProAdvisor website. However, you can also try using other resources like LinkedIn or job sites like Indeed. These websites can be used to search for QuickBooks ProAdvisors by their location, industry, and more. LinkedIn is a great resource because it can be used to search for professionals in your network who might be able to offer a referral.

Another option is to visit a local Meetups group and ask other members for a recommendation. If there aren’t any groups in your area, you can also ask the organizer of your local Small Business Development Centre for a recommendation. The great thing about reaching out to the organizers of these groups is that they’re often local business owners themselves, and they may know a qualified QuickBooks ProAdvisor in your community.

2. Look for Certification

When you’re looking for a ProAdvisor, make sure to ask whether or not they are certified. You can find out by checking their website, blog, business card, or email signature for the Intuit Certified ProAdvisor logo. You can also ask them what year or versions of QuickBooks they are certified in. If they are certified with the latest version, they will most likely be able to provide the best service for your business needs.

To become a Certified ProAdvisor, an individual must pass a rigorous certification exam that requires a minimum score of 80%. Intuit offers free training modules that help prepare individuals for the exam and a variety of other resources that can be used to study. The training is available online and in person and can be accessed as many times as needed.

Once a person has passed the exam, they must take steps to promote their services as a ProAdvisor. This includes displaying the logo on their website and social media, using it in their email signatures, and talking about it when speaking to potential clients. This ensures that prospective customers know they have the qualifications to work with them and can trust their skills and expertise.

You can find a local ProAdvisor by searching for one in your area on the Intuit Find a ProAdvisor website. You can then review the profiles for each one to see if they are certified in the version of QuickBooks you use, what industries they cater to, how many reviews they have, and more. Once you have found a few that meet your criteria, you can send them a quick message using the contact information listed on their profile.

3. Look for Credibility

It’s important that your certified QuickBooks ProAdvisor be credible. They will be handling some of the most sensitive aspects of your business, accounting, and back-office processes, so you want to feel comfortable so that they can handle the work with integrity. One easy way to do this is by checking their customer reviews. This is located on their profile under the “Reviews” tab and should be visible when searching for them on Intuit’s Find a ProAdvisor website.

In addition to the reviews, you should also pay attention to the types of clients that they have worked with and what services they offer. This will give you a good idea of their level of experience and whether they might fit your business.

For example, if you own a small business that is in the manufacturing industry, you’ll want to ensure that your accountant has experience working with manufacturers. Additionally, you should ask your prospective accountant about their billing methods and how they typically communicate with their clients. This will help you decide if they best fit your company and its accounting needs.

Lastly, it’s a good idea to check in with any professional networking groups that you belong to and ask for recommendations. In many cases, these groups can provide you with a list of qualified certified QuickBooks ProAdvisors that can meet your business’s needs.

4. Look for Value

When choosing a ProAdvisor, be sure to look for value. How much are they charging for their services, and how does that compare to other ProAdvisors in your area? You also want to find out what type of additional services they offer, such as tax preparation or consulting on accounting processes and systems. You can get a good idea of what services they provide by reviewing their profiles on Intuit’s Find a ProAdvisor website. The profiles list customer reviews and other information, including the ProAdvisor’s certifications and areas of expertise.

You may also want to ask a potential ProAdvisor for client references. This will give you a sense of their level of professionalism and whether or not they are a good fit for your business needs. Most ProAdvisors will be happy to provide a list of client references, although they may need to get consent from the customer first. If a ProAdvisor is hesitant to provide you with a list of references, I would suggest moving on to the next person on your list.

Choosing the right ProAdvisor is critical to getting the most out of your QuickBooks investment. Using Intuit’s Find a Professional website, you can refine your search by selecting the QuickBooks products you use and your service needs. You can even narrow your search by indicating whether you are in a specific industry. This can help you identify experts who specialize in your industry, which is a valuable feature when considering the number of hours your firm will need to spend on your accounting.

5. Look for Communication

Choosing a QuickBooks ProAdvisor that fits your business is crucial to your accounting success. A good ProAdvisor will help you get more value from your QuickBooks software by understanding how it is being used and by integrating accounting trends into your overall company strategy. This way, you’ll be able to resolve issues more quickly and efficiently with less risk of mistakes.

Intuit’s Find a ProAdvisor website is the best place to begin your search, but there are other resources you can use. Try leveraging your own professional network, requesting referrals from a business associate, or even asking for recommendations from your local Small Business Development Center or Chamber of Commerce. Also, check out the Meetup websites to see if there are any QuickBooks ProAdvisor groups in your area (both remote and in-person).

When looking at the profiles located on the Intuit Find a ProAdvisor website, read through the descriptions, certifications, and credentials. You’ll also be able to see their client reviews and if they have any specializations. You’ll want to ensure that they are familiar with the version of QuickBooks that you are using and any other specific industry requirements that may apply to your company.

Once you have narrowed down your list of potential ProAdvisors, contact them and ask to schedule a brief call. This initial phone conversation is similar to a job interview and will be the greatest indicator of whether you can work together effectively. During this call, you should ask the ProAdvisor how they will assist your company in growing and how they will be compensated for their services. Their responses to these questions will help you determine if they fit your accounting needs.