How do I get started working with a QuickBooks ProAdvisor?
Try providing them with any of the following information:
Inform the ProAdvisor of what version of the program you’re using, how long you’ve been using it, and how many computers use the program on a daily basis.
Share with the ProAdvisor what specific questions you have about QuickBooks. ProAdvisor’s are technical minded generally and are looking for problems to solve and this will help them to understand the nature of your issues.
Plan to communicate how involved you want the ProAdvisor to be in the day-to-day operations of your business. Services range from an accounting technician to resolve a few hang-ups or provide targeted training, to someone who will manage your accounting, make recommendations, and prepare your tax returns.
Tell the ProAdvisor how involved you or your staff plan to be in the consulting. If there are several errors that involve many transactions, will the ProAdvisor be the one to correct each one, or you, or your staff?
Inform the ProAdvisor of how you use your accounting. Is it simply necessary for tax return preparation? Do you want to measure gross margin every month and determine employee productivity?
Tell the ProAdvisor how you currently rate your confidence in using and understanding the program and where you want to be. You may consider yourself a 6 on a scale of 10 and you don’t have an interest in getting better because you would rather manage your business than your accounting. You may consider yourself a 3 on a scale of 10 and you want to be an 8 so that you can be in control and manage your business through your accounting.
Help the ProAdvisor assess what your budget is for their assistance. Not in dollars specifically, but indicate whether you can’t be bothered and you just want it taken care of or that you have a specific budget in mind.
FAQs
Q: Who are Certified QuickBooks ProAdvisors?
A: Certified QuickBooks ProAdvisors are independent CPAs, accountants, bookkeepers, computer consultants and trainers who work with small businesses and who have completed a rigorous and comprehensive QuickBooks curriculum developed by Intuit. They understand the challenges you face and can offer guidance on everything from complex accounting questions and payroll interpretation to mastering advanced features of QuickBooks.
Q: Can Certified QuickBooks ProAdvisors give me free advice?
A: Each Certified QuickBooks ProAdvisor has his/her own policy. Some may answer a question or two for you on the phone if they plan on building a long-term business relationship with you. Others may not choose to answer questions for you unless you plan to meet with them. The QuickBooks Find-a-ProAdvisor® Website is meant to be a resource for QuickBooks users like yourself to easily find a Certified QuickBooks ProAdvisor, who specializes in QuickBooks, to serve you for the long term. It is not intended to be a resource for free advice.
Q: How are the results sorted? Do ProAdvisors pay for placement?
A: We do not allow paid placement with the Referral database. Here is how we sort the results
1. Any Advanced Certified ProAdvisors within the range selected, sorted by distance
2. ProAdvisors certified in the most recent version of QuickBooks, sorted by distance
3. If more than one ProAdvisor is tied on distance, and both certified in the most recent version of QuickBooks, they will then be sorted according to the greatest number of previous certifications.