How to Find a QuickBooks ProAdvisor

QuickBooks is a popular accounting program designed to help small business owners manage their finances. If you feel overwhelmed navigating this software on your own, consider hiring a QuickBooks ProAdvisor to help.

A QuickBooks Certified ProAdvisor is a certified professional who can assist with your business’s accounting needs. Let’s take a closer look at when you might need expert help and how to find a QuickBooks ProAdvisor in your area.

What is a QuickBooks ProAdvisor?

A QuickBooks ProAdvisor is an independent accounting professional with a certification from Intuit, QuickBooks’ parent company. A QuickBooks expert can help manage your finances and provide advice on how to use the accounting software to fit your business’s needs.

As one of the best accounting software for small businesses, QuickBooks allows you to easily track your business income and qualified business deductions, generate invoices, record transactions, run financial reports, prepare your business taxes and more.

While QuickBooks allows you to streamline all of your accounting tasks in one platform, some business owners may not have the time or patience to manage bookkeeping duties on their own. A QuickBooks ProAdvisor can take some accounting tasks off your plate.

When do you need a QuickBooks ProAdvisor?

You might need a QuickBooks ProAdvisor if any of the following scenarios sound familiar:

• You’re busy running your business and don’t have time to manage your accounting tasks, like payroll.
• You’d like to handle your accounting tasks yourself but need help understanding QuickBooks.
• You’re looking for a one-on-one QuickBooks explainer or refresher.
• You’d like to outsource certain accounting responsibilities to a professional, whether on an ongoing or one-time basis.
• You want access to an accounting professional who can provide guidance.
• You’re looking for financial advice for your business.

How to find a QuickBooks ProAdvisor

You can find a QuickBooks ProAdvisor with a search tool on the Intuit website. Here are a few tips to help narrow your search:

• Define your criteria. After entering your ZIP code, you can refine your search by specifying your service needs, industry and QuickBooks products your business uses. You may find local QuickBooks experts who fit your needs.
• Read client reviews. This can help determine whether a potential QuickBooks ProAdvisor could be a good fit for your business. Pay attention to their ratings and what past customers gained from working with them.
• Schedule a consultation. You can reach out to QuickBooks ProAdvisors directly through the search platform to schedule a consultation — most ProAdvisors offer a free consultation. Your inquiry can include questions about their rate and if they prefer to work remotely or in-person.
• Ask questions. During your free consultation, ask about the QuickBook ProAdvisor’s knowledge of your industry and if they have experience providing support for the services you need. Be sure to ask about their rates to ensure you can afford their services.

Alternate places to find a QuickBooks ProAdvisor

You don’t need to feel limited to Intuit’s search tool to find a QuickBooks ProAdvisor. Here are a few other places to find a bookkeeper with QuickBooks experience:

• QuickBooks Live: QuickBooks Live is a monthly subscription service for QuickBooks Online members. You’re paired with a bookkeeper who provides bookkeeping services over a video call. Live Bookkeeping starts at $300 per month, plus an initial $500 “cleanup fee.”
• LinkedIn: Leverage LinkedIn’s search tool to find a QuickBooks ProAdvisor. After reading through their profile, take it a step further by visiting their website (if they have one) and searching for any online reviews. You can also ask your LinkedIn network for recommended QuickBooks ProAdvisors.
• Indeed: Job sites like Indeed might prove to be a good resource to find a QuickBooks ProAdvisor. Indeed allows you to create a free job posting which you can use to find a QuickBooks ProAdvisor. Your posting may get better search results if you pay to sponsor it, which could cost as little as $5 a day.

Local business groups: Look to local business organizations in your area for leads. Networking events through a nearby Small Business Development Center (SBDC) or Chamber of Commerce could provide a connection. You might also be able to post on these groups’ social media pages to see if anyone can recommend a QuickBooks specialist. Another option is to ask for bookkeeper referrals via local networking groups.