How to Find a QuickBooks ProAdvisor in 5 Quick Steps

Get back on track however you prefer—from the professional community to articles to videos to live support. In terms of price, the most expensive advisor isn’t always the best choice. However, the more your accountant charges, the more they tend to have to offer. Our point is not to just pick the QuickBooks ProAdvisor closest how to become a quickbooks proadvisor to you and go from there. Take a look at a few that are close to you and see if their personality seems like it will be a good fit for you and your business. This is the person that’s handling some of the most important aspects of your business —your accounting and back office processes—so you want them to be a good match.

People are interested, and demand for your product or service is increasing. Therefore, you need to start operating like a legit organization. Looking at Facebook or LinkedIn Groups might be the right choice if you’re not sure you want to use QuickBooks software yet.

How to Find a QuickBooks ProAdvisor: A Step-by-Step Guide

As New York City Certified QuickBooks ProAdvisors®, we offer support as part of an ongoing tax and accounting relationship with our clients. We’ll help you select the appropriate version of QuickBooks for your business and will set up your software to track your financial data accurately. We can also explain how to design professional invoice templates and show you handy shortcuts to save time when entering data. 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. The QuickBooks ProAdvisor certification process isn’t easy, either. Having written and reviewed much of the training offered—for certification as well as other topics—we can tell you that it’s a benchmark.

When looking for any type of advice for your business, it’s crucial that you find the right QuickBooks consultant for you. The connection issue you experienced with your Novo bank account is related to the ongoing investigation that we’re actively working to resolve. Submit your CPE certificate to the National Association of State Boards of Accountancy (NASBA). Visit the NASBA website to learn how to submit your CPE certificate. You need to recertify every year by June 30 to maintain your QuickBooks Online certifications.

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Stacy Kildal is owner/operator of Kildal Services LLC—an accounting and technology consulting company that specializes in all things QuickBooks. From 2012 to 2017, Stacy has been named one of CPA Practice Advisor’s Most Powerful Women In Accounting. Rates will also vary depending on where you live and how much experience the person has. As of May 10, 2022, the national average hourly rate is $21, according to ZipRecruiter. Find an accountant or bookkeeper who knows your niche, speaks your language, or is close by—whatever works best for you.

QuickBooks is a powerful accounting program for small businesses, but if you need support using the software you may want to https://www.bookstime.com/ to help. A QuickBooks Certified ProAdvisor is a certified professional who can help you manage your business’s accounting needs. This guide breaks down what that means, when you might need one and how to find a QuickBooks ProAdvisor for your growing business.

See your firm’s current ProAdvisor points

Once you’re using the software, feel free to call or email us anytime for QuickBooks support. If you’re not sure how to enter certain transactions, need to troubleshoot a problem, or just have a quick question, don’t hesitate to contact us. If you suspect something is off in your data, but can’t locate the problem, you can also send us your file. We’ll review it, fix any issues, and will send it back promptly.