How To Find a QuickBooks ProAdvisor in 4 Steps

The right tax pro can set you up to keep your financial life on track. ProAdvisors are independent pros who can take on your accounting challenges, so you don’t have to. A ProAdvisor can provide expert advice and direction tailored to your business needs. Compare to other software See how we compare with other financial solutions.

• Forensic accountants investigate financial crimes involving fraud, embezzlement and other issues.
• LinkedIn is a professional networking website that’s also a terrific resource for referrals.
• SBDC offers one-on-one counseling with Business Advisors, free of charge.
• Manage e-commerce Grow your product-based business with an all-in-one-platform.
• Mark Calatrava is an accounting expert for Fit Small Business.

Accountants do not automatically have a Certified Public Accountant designation unless they have passed the Uniform CPA Examination and received the proper license. CPAs are also eligible to represent clients before the IRS if audit support is required, while a non-CPA accountant is not. Academic background, years in the field and professional reputation all can affect an accountant’s rates. Accountants are financial professionals who have received an accounting degree from a four-year university or college. By trade, accountants prepare, maintain and examine the financial statements of an individual, business or institution. An accountant prepares reports for tax purposes and can also perform audits of public companies.

You can search for a ProAdvisor near you quickly by entering your city, state, or ZIP code. To filter further, you can search by the specific types of services that you need. This website is using a security service to protect itself from online attacks.

Also, ask about how they prefer to work, how they bill their clients, what apps they use, how they rectify errors, and what their desired communication style is. Considering their responses carefully will help you to determine if they are a good fit for your business. Local Small Business Development Centers are funded by the Small Business Administration to assist small business owners at various stages of their business. SBDC offers one-on-one counseling with Business Advisors, free of charge.

Related cost information

After you come to an agreement on price, you should ask the QuickBooks ProAdvisor for a couple of references from either their current or past clients before you commit. You can contact these references to learn more about their experience with the ProAdvisor. The best way to evaluate your ability to work with someone is by having a conversation with them. Therefore, you should contact the first couple of ProAdvisors on your list and request an initial consultation. Use this information to narrow down your list of the top two to five ProAdvisors with whom you’d like to work.

Connect with a nearby classified balance sheet pro who has the expertise you need to help with your tax planning. To facilitate the conversation, we suggest making a list of the traits that you’re looking for in a Certified QuickBooks ProAdvisor. When you speak with them, be sure to explain what services you’re looking for, what your business does, and what your pain points might be.

Accountants may offer a package rate for weekly, monthly or annual services to reward ongoing customers. For basic monthly accounting services, an accountant might charge anywhere from $75 to $500 or more, depending on what was included in a given package, the size of the client’s business, and the complexity of work requested. Nationally, full-time staff accountants earn between $40,000 and $80,000, depending on experience and other factors. On average, individual tax preparation servicescost$242, and prices typically range from $137- $454. However, many factors can impact how much an accountant will charge you for tax assistance. For an accurate price estimate, request quotes from severalcertified public accountants near you.

Common tasks include creating budgets, analyzing profits and losses of a company, processing payroll, preparing financial statements for company leadership, and creating and maintaining financial database systems for a company. According to theAmerican Institute of CPAs, certified public accountant financially advise individuals, big companies and small businesses to help them reach their financial goals. For example, they can consult you on taxes and other accounting needs. Mark Calatrava is an accounting expert for Fit Small Business. QuickBooks Live is an online bookkeeping service that connects small businesses with QuickBooks ProAdvisors. Rather than dealing with an independent ProAdvisor, you’ll work with these professionals through QuickBooks.

Share in a wealth of knowledge

Read the profiles located on the Find a ProAdvisor website and choose a ProAdvisor certified in the QuickBooks product you prefer, whether it’s QuickBooks Online or QuickBooks Desktop. Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content.

It’s an opportunity for you to get to know this person and ask a few questions or address any concerns that you may have. It’s also an opportunity for the ProAdvisor to get to know you and learn more about your business needs. Choose from a network of thousands of tax experts and find an advisor who really understands you. Manage e-commerce New Grow your product-based business with an all-in-one-platform.

Find a quickbooks bookkeeper near you

Manage e-commerce Grow your product-based business with an all-in-one-platform. Accounting with live bookkeeping Organize books with a live bookkeeper. You’ll know how much your project costs even before booking a pro.

There are a variety of QuickBooks ProAdvisor meetup groups that take place around the United States—both remote and in-person. You can visit the Meetup website and search the keyword “QuickBooks” to see if there’s a group in your area. If you find a group, you can reach out to the organizer and explain that you’re looking for a QuickBooks expert within the group.

Not all SBDC business advisors are QuickBooks ProAdvisors, but once you tell a representative that you need help with QuickBooks, they’ll assign someone with the experience and knowledge to assist you. If your search yields hundreds of results, you can narrow it down by indicating the type of industry. If you’re in a sector that has specific accounting requirements, such as a nonprofit organization, it’s recommended to filter the results to fit those requirements. Trained accountants and bookkeepers manage financial complexities and offer practical business solutions. A great tax pro really gets what’s happening in your life and offers tax services that work for you.

It’s easy to conduct a search for “QuickBooks ProAdvisor” and filter the results for your area and your industry. You can also post a request for referrals as it’s likely that someone in your network is connected to one already. If you’re looking for a QuickBooks ProAdvisor, the best place to go to is Intuit’s Find a ProAdvisor website, and then follow the steps in our guide. You may also choose to search an alternative platform, such as LinkedIn and Indeed. Note that not all QuickBooks ProAdvisors are the same, so you have to review their profiles, connect with a few on your shortlist, and check their references to find the right one for you.

Answers to commonly asked questions from the experts on Thumbtack. I have 16 years of QuickBooks experience and 20 years of accounting experience. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you.

What do forensic accountants do?

Advanced accounting Scale smarter with profitability insights. Forensic accountants investigate financial crimes involving fraud, embezzlement and other issues. They often work closely with law enforcement and lawyers, and they can help determine the legality of financial activities, according to theBLS. You can also ask an accountant to provide proof of their license and credentials.

With access to 1M+ customer reviews and the pros’ work history, you’ll have all the info you need to make a hire. Says, “Ms. Fretty is thorough and professional and does a complete job at a reasonable price. I would highly recommend her to anyone.” Intuit’s Find a ProAdvisor website is by far the easiest way to find a QuickBooks ProAdvisor near you, but you may also search elsewhere, like QuickBooks Live and LinkedIn. However, whether you use Intuit’s website or not, note that not all ProAdvisors are the same. You have to meticulously do your research and choose carefully so that you’ll be able to find a QuickBooks ProAdvisor who can provide the support that your business needs. LinkedIn is a professional networking website that’s also a terrific resource for referrals.

I owed approximately $10,000 in taxes and ended up paying $3,700. Indeed is one of the most popular and most visited job sites, and it lets you create a free job post that you can use to find a local QuickBooks ProAdvisor. With it, you can narrow down your search by using filters, such as location and qualifications. While you can post for free, you can opt to pay to optimize your post to get better results.

Most ProAdvisors won’t have a problem providing you with a client reference list. However, they might need to get approval from their client before you can contact them. If you encounter a QuickBooks ProAdvisor not willing to provide you with at least one client reference, I would consider moving to the next ProAdvisor on your list. This initial consult is very similar to a job interview but less formal.

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