In particular, you’ll want to learn about how (and how often) they communicate with their clients. Ask the Right QuestionsĪlthough you can learn a lot about an advisor from their profile, it’s best to have some questions to ask them before deciding. You can include a brief message outlining your needs along with your name, email, and phone number (optional). Simply use the Send Message feature on a QuickBooks ProAdvisor profile. The best place to start your search is at /find-an-accountant/. Once you have your list of qualifications ready, it’s time to look for a ProAdvisor. Some advisors have industry specialties like construction, medical, or real estate. If you want help setting up advanced analytics or dealing with international business, we recommend looking for a QuickBooks Advanced ProAdvisor.įinally, if you have any other ideal qualifications, such as industry knowledge or location, you should decide this upfront. Someone with a dual certification can offer you the best advice on selecting a solution. Otherwise, if you’re in the research phase of your purchase, look for a ProAdvisor who’s certified in QuickBooks Online and QuickBooks Desktop. If you’ve already purchased a QuickBooks product, you’ll need to find a ProAdvisor with a corresponding certification. When looking for any type of advice for your business, it’s crucial that you find the right QuickBooks consultant for you.įollow these steps to find your perfect certified QuickBooks ProAdvisor match. Professionals with an advanced certification dive deeper into topics like analytics/reporting, inventory management, business taxes, and multicurrency. They can also answer any questions you have about topics ranging from payroll taxes to filing taxes for contractors. In other words, they’ll help you customize your QuickBooks setup to your business so you can spend less time on your books. ProAdvisors are adept at using QuickBooks programs and getting the most out of the software.Īn advisor can take a look at your financial reporting and business model to create a workflow that’s right for you. You can also contact an advisor after you’ve selected your QuickBooks product. When purchasing through a ProAdvisor, you can also receive a 10 to 20 percent discount on your subscription. The best time to look for a QuickBooks ProAdvisor is when you’re beginning your search for business accounting software. Since ProAdvisors have an in-depth understanding of various QuickBooks solutions, they’re extremely helpful in finding the right product for your business. QuickBooks also offers a QuickBooks Pro Advanced certification that includes passing the basic certification three years in a row, completing ten additional modules, and passing the advanced exam.Īdvanced advisors are an excellent option for any business owner who deals with issues like job costing, non-standard transactions (including customer deposits and bounced checks), progress invoicing, and vendor payments. Many QuickBooks ProAdvisors are also certified public accountants (CPAs). For example, a ProAdvisor might become certified in both QuickBooks Online and QuickBooks Desktop software. QuickBooks offers four primary certification types:įor each certification, applicants must earn an 80 percent or higher on the QuickBooks’ 81-question certification exam.ĭepending on clientele, some professionals earn multiple certifications. So, the company launched its QuickBooks ProAdvisor Program, which empowers accounting professionals (and some non-accounting professionals) to earn a certification after completing QuickBooks training and passing the exam. While the QuickBooks suite is an excellent choice for any small business, it can be tough to figure out which products are right for you. It also offers a robust suite of accounting and financial software options for businesses. Its products include everything from accounting and bookkeeping to inventory management. Intuit QuickBooks isn’t just a tax filing software. Keep reading to find out when you should contact a QuickBooks ProAdvisor and how to go about finding one. They can also offer small business owners advice on financial planning, financial statements, and accounting processes. ProAdvisors can help you figure out what solution is best for you and get you off the ground and running with your new software. QuickBooks ProAdvisors include professional accountants and bookkeepers who are certified for their understanding of QuickBooks products. One way to get your small business questions answered is by consulting a QuickBooks ProAdvisor. The question is: How do you find the right one? But now it’s time to upgrade to a more advanced accounting solution. When you first started your business, you may have used spreadsheets to keep track of sales, and paper time cards to record employee hours for payroll.
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