Bookkeeping is tedious work;perhaps you decided to utilize the top accounting application, QuickBooks, to lessen the stress. But you might have spent too much time studying QuickBooks training YouTube videos and found the software too complicated to use. Hiring an individual who has received proper QuickBooks desktop training can ease the burden of dealing with finances so you can focus on core responsibilities for business growth.
So, how do you find a suitable QuickBooks ProAdvisor for your company? Check out our step-by-step guide below.
What Kind of QuickBooks ProAdvisor do you need?
When browsing Intuit’s Find a QuickBooks ProAdvisor page, you’ll find dozens of ProAdvisors listed. To make your search easier, determine what kind of ProAdvisor you are looking for and in which industry they specialize. Are you from the health, law, agricultural, or retail sector? Knowing how to filter your searches by indicating specifics can make it easier to connect with a reliable QuickBooks ProAdvisor.
What Services do you want?
Do you only need a QuickBooks ProAdvisor to help you choose and set up the applications, or do you need one who can train you? Each ProAdvisor can offer varying services depending on your needs, though some might not have the offer you are looking for. Think about why you needed a QuickBooks ProAdvisor in the first place so your searches will return with good results.
Review Profile and References
It’s a good idea to scrutinize a ProAdvisor profile to see whether they fit your criteria. On their profile, you will see the following information:
- QuickBooks Certifications
- Professional Credentials
- Industries
- Language
- Software Expertise and Services
You can also see testimonials and reviews from their previous clients, often indicating professionalism, helpfulness, responsiveness, and expertise. Client reviews also show the products used and the services they received.
Schedule a Chat with the ProAdvisor
You can schedule an interview if you believe you have found the perfect ProAdvisor. This is an opportunity to get to know the person and see if they are up to the task. How they interact with you during the initial meeting is likely how they will communicate with you once you hire them. Be sure to ask the right questions, such as how they communicate with clients, how long they have been in the industry, their expertise, and how they helped past clients achieve success.
While Intuit’s Find a ProAdvisor search engine is a primary site for looking for reliable ProAdvisors, there are also accounting and consulting firms where you can hire one. Book a consultation with COA Consulting Services to partner with a QuickBooks ProAdvisor today!
