How to Find a QuickBooks ProAdvisor in 5 Quick Steps

As your business grows, it becomes increasingly important to upgrade from manual processes to a more advanced accounting solution. But with so many options available, how do you choose the right one for your needs?

Thankfully, QuickBooks ProAdvisors are available to assist with your small business questions and provide expert guidance. These ProAdvisors are certified accountants and bookkeepers with a deep understanding of QuickBooks products.

By consulting a QuickBooks ProAdvisor, you can ensure that you find the right accounting solution to meet the unique needs of your business. They can help you assess your requirements, compare different software options, and implement a solution that streamlines your financial management and saves you time and money in the long run.

If you’re in need of guidance in selecting the best accounting solution for your small business, a QuickBooks ProAdvisor can offer expert advice. These certified professionals are knowledgeable about QuickBooks products and can help get you up and running with your new software. Additionally, they can provide financial planning advice, financial statement preparation, and accounting process recommendations. Wondering when to reach out to a QuickBooks ProAdvisor and how to find one? Keep reading for more information.

QuickBooks ProAdvisor Certification

quickbooks proadvisor near me

Intuit QuickBooks is more than just tax filing software, offering a wide range of accounting and financial software options for businesses. From bookkeeping and accounting to inventory management, QuickBooks has everything a small business needs. With so many options available, it can be challenging to determine the right products for your business. Fortunately, QuickBooks has launched the ProAdvisor Program, which certifies accounting professionals and other eligible individuals who complete QuickBooks training and pass the certification exam.

QuickBooks offers four primary certification types:

  • QuickBooks Online ProAdvisor
  • QuickBooks Desktop/Premier ProAdvisor
  • QuickBooks Point of Sale (POS)
  • QuickBooks Enterprise

When applying for QuickBooks ProAdvisor certification, candidates are required to score 80 percent or above on an 81-question certification exam. Many professionals may pursue multiple certifications based on their clientele needs. For instance, a ProAdvisor may seek certification in both QuickBooks Desktop and QuickBooks Online software.

QuickBooks ProAdvisors often hold additional certifications, such as being a certified public accountant (CPA). In addition to the basic certification, QuickBooks also offers an Advanced certification, which requires passing the basic exam for three consecutive years, completing ten extra modules, and passing an advanced exam.

Advanced ProAdvisors are ideal for business owners dealing with complex issues like job costing, non-standard transactions (e.g., customer deposits and bounced checks), progress invoicing, and vendor payments.

When to Use a QuickBooks ProAdvisor

When starting your search for business accounting software, it’s ideal to look for a QuickBooks ProAdvisor. With their expertise in various QuickBooks solutions, they can help you find the right product for your business needs. Choosing to purchase through a ProAdvisor can also give you a discount of 10 to 20 percent on your subscription. Additionally, you can seek assistance from an advisor after selecting your QuickBooks product as they can guide you in making the most out of the software.

Get personalized QuickBooks setup to save time and improve your business accounting workflow with a QuickBooks ProAdvisor. These experts can assess your financial reporting and business model to provide customized solutions for your QuickBooks setup. From payroll taxes to tax filing for contractors, ProAdvisors can answer all your accounting questions.

Advanced certified advisors specialize in analytics/reporting, inventory management, business taxes, and multicurrency, and can provide deeper insights into these areas. Contact a QuickBooks ProAdvisor today to streamline your accounting processes and increase your efficiency.

How to Find a QuickBooks ProAdvisor

Finding the right consultant for your business is crucial, especially when it comes to accounting software like QuickBooks. To ensure you find the perfect certified QuickBooks ProAdvisor match, follow these simple steps.

1. Figure Out What Type of Advisor You Need

When seeking guidance on QuickBooks products, it’s essential to find a ProAdvisor with the right certification for your needs. If you have already bought a QuickBooks solution, look for a ProAdvisor with a corresponding certification. However, if you’re still researching, consider finding an advisor with certifications in both QuickBooks Online and QuickBooks Desktop. Dual-certified professionals can offer the best insights to help you choose the right solution for your business.

Suppose you’re looking for advanced analytics setup or help with international business. In that case, we suggest finding a QuickBooks Advanced ProAdvisor to assist you. Additionally, it’s important to consider any other preferred qualifications, such as industry expertise or location. Certain advisors specialize in specific industries, such as construction, medical, or real estate, so be sure to decide upfront what qualifications are essential for your business.

2. Search the QuickBooks ProAdvisor Website

To find the perfect QuickBooks ProAdvisor who meets your specific needs, start your search at This comprehensive directory allows you to search for ProAdvisors based on location, certification, industry, and other criteria. With this tool, you can easily find the right expert to help you take your business to the next level.

If you’re searching for a QuickBooks ProAdvisor who meets your specific needs, the QuickBooks website offers an easy solution. You can browse through expert profiles in your area and select the specialty you require, along with entering your zip code. QuickBooks will generate a list of ProAdvisors that meet your criteria. To further narrow your search, you can select your industry and any products you’re considering.

To help you find the right QuickBooks ProAdvisor, the QuickBooks ProAdvisor Search feature offers an easy way to learn more about certified professionals and compare your options. Each advisor profile contains detailed information, such as:

  • QuickBooks certifications they have achieved
  • Professional credentials
  • Industries served
  • Languages spoken
  • Software expertise/services offered

Discover the perfect QuickBooks ProAdvisor for your business needs by browsing their expert profiles on the QuickBooks website. Not only can you compare your options, but you can also read client reviews that rate advisors on qualities like responsiveness, expertise, helpfulness, and professionalism.

By analyzing reviews, you can see what services clients received and which products they used. Each profile gives you a comprehensive overview of the ProAdvisor’s experience and expertise, providing you with a good idea of who you’ll be working with and how they can address your specific business needs.

4. Schedule a Meeting with a Potential Advisor

If you have found potential ProAdvisor matches and are ready to reach out to them, QuickBooks offers a simple solution. By using the Send Message feature on a ProAdvisor’s profile, you can send a brief message about your business needs and provide your name, email, and phone number (optional). This feature streamlines the communication process and allows you to quickly and easily connect with potential advisors.

5. Ask the Right Questions

Before making a decision, it’s important to have a list of questions ready to ask your potential QuickBooks ProAdvisor. One of the key things to inquire about is their communication style and frequency. Do they prefer regular phone or video calls or email correspondence? Additionally, ask about their billing practices and their experience working with similar clients. It’s a good idea to ask for examples of successful outcomes with previous clients as well. Once you’ve found the right ProAdvisor, you can work together to select the best QuickBooks product or set up your new account.

Alternate Places to Look for a QuickBooks ProAdvisor

quickbooks proadvisors search

Besides using the QuickBooks ProAdvisor Search feature, there are other options you can explore to find a ProAdvisor near you. If you’ve already purchased a QuickBooks product that includes Live Bookkeeping, you can use this service to speak with a QuickBooks online accountant. All of the experts available on QuickBooks Live are certified QuickBooks ProAdvisors based in the United States, so you can rest assured that you’re getting reliable advice from experienced professionals.

If you want to search elsewhere, here are some alternatives:

  • Facebook groups
  • Your local chamber of commerce
  • LinkedIn (search for “QuickBooks Live ProAdvisor”)

If you’re still undecided about using QuickBooks software, checking out Facebook or LinkedIn Groups could be a helpful option. These groups can provide feedback from multiple professionals at once, allowing you to gather insights and potentially find an advisor to work with. Keep in mind that it’s important to thoroughly research any potential advisor before working with them to ensure they have the right qualifications and experience for your business needs.

Say Goodbye to Spreadsheets

Switching from manual spreadsheets to accounting software is a significant and exciting move for your business. Using the right tools, you can devote more time to the work you love instead of reviewing your books. QuickBooks has a team of professionals who can assist you in achieving this. Now, what’s next? Start searching for the right QuickBooks ProAdvisor for your business and take your business to the next level!

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