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How To Find a QuickBooks ProAdvisor?

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QuickBooks ProAdvisor

Looking to make your financial journey feel less like a confusing maze and more like a stroll in the park? Well, guess what? It’s time to find a QuickBooks ProAdvisor! You can think of them as your financial GPS – guiding you through the twists and turns of numbers with a friendly touch. 

In this article, let’s go through the steps of finding your very own QuickBooks ProAdvisor. 

What is Meant by QuickBooks ProAdvisor?

A QuickBooks ProAdvisor is a certification given by Intuit to independent accounting professionals. This means QuickBooks ProAdvisors are certified by Intuit, and are experts in using QuickBooks, with the knowledge of all the ins and outs of your business’s accounting. Whether you’re a small business owner or just trying to keep your personal finances in check, a QuickBooks ProAdvisor is there to help you make the best out of QuickBooks for your business.

When do you Need a QuickBooks ProAdvisor?

Reach out to a QuickBooks ProAdvisor if you find yourself in any of the following situations:

  1. You prefer handling your accounting but could use some assistance understanding the QuickBooks.
  2. You’re swamped running your business and need someone to handle accounting tasks like payroll.
  3. You’re seeking a personalized QuickBooks tutorial.
  4. If you wish to outsource certain accounting duties, whether on an ongoing basis or just for a specific project.
  5. You want direct access to a seasoned accounting professional who can offer guidance tailored to your needs.
  6. You’re looking for an expert to point you in the right direction so your business could benefit from some solid financial advice. 

Tips to Find a QuickBooks ProAdvisor

1. Define Your Needs: Start by figuring out what you really need. Be clear on your service requirements, industry specifics, and which QuickBooks products your business uses. It helps narrow down the perfect match.

2. Check Local: After entering your ZIP code, explore local experts who understand the lay of the land. Being nearby could mean a smoother collaboration.

3. Client Reviews Speak Volumes: Dive into client reviews to get a sense of ProAdvisor’s work style. Pay attention to ratings and what past clients think about the ProAdvisor

4. Reach Out for a Chat: Don’t hesitate to reach out directly through the search platform. Schedule a consultation to discuss rates, and preferred work settings (remote or in-person)

5. Ask the Right Questions: When you’re in that consultation, fire away with questions. Get an idea of their industry knowledge, ask about their experience with the services you need, and clarify how they handle billing. 

How To Find a QuickBooks ProAdvisor?

Step 1: Narrow Down Your Search for ProAdvisor

Find a QuickBooks ProAdvisor that is close to your business by doing so you’ll make sure that the professional that you are hiring for your accounting has knowledge about your industry. To find a local ProAdvisor enter your city, state, or ZIP code. You can make your search laser-focused by specifying the exact services you need.

Now, you can narrow it down even more. Just pick your industry from the list below. This way, you’re not sifting through every ProAdvisor out there but focusing on the ones who know your specific needs.

The list of industries is mentioned below, go ahead and find the ProAdvisor who speaks your business language:

  • Agriculture/farming
  • Automotive sales/repair
  • Computer/software
  • Construction/contractors
  • Consulting
  • Design/architecture/engineering
  • Financial services
  • Government agency
  • Hospitality
  • Insurance/brokerage
  • Lawn care/landscaping
  • Legal
  • Manufacturing
  • Medical/dental/health services
  • Nonprofit
  • Property management
  • Real estate/developer
  • Restaurant/bar
  • Retail
  • Salon/beauty
  • Telecommunications
  • Transportation
  • Wholesale distribution

Step 2: Explore Profiles & Reviews for Your Ideal ProAdvisor

To find an expert ProAdvisor for your business you’ll have to go through many ProAdvisor profiles and search for one who is certified in your industry. With the help of the below-mentioned information, you can navigate your way to the Find a ProAdvisor website:

1. Customer Reviews: Right next to the profile picture, you can spot the average ratings and total customer reviews. Click on the reviews tab to hear what customers are saying. If there aren’t many reviews, ask the ProAdvisor for references.

2. QuickBooks Certifications: Check their certifications here, if they’ve required knowledge and proof to show it, in this section. 

3. About Section: This is where you’ll get the lowdown on the ProAdvisor’s professional journey and the services they rock. If they’re an industry pro, you’ll find it here.

4. Credentials: Here you can get to know the nitty-gritty about the products and areas where the ProAdvisor shines. The titles included here tell you more about their expertise.

5. Software Expertise: Specific product knowledge, like QuickBooks Desktop Basic/Pro/Premier, is listed here.

Step 3: Have a Chat with the ProAdvisor

Connecting with a Certified QuickBooks ProAdvisor through a conversation is the most effective way to gauge compatibility. Take the initiative to reach out to the initial ProAdvisors on your list and propose an initial consultation. This interaction serves as a valuable opportunity for both parties to get to know each other better. By engaging in open communication, you can ask pertinent questions, address any concerns, and gain insights into the ProAdvisor’s approach. Similarly, it allows the ProAdvisor to understand the unique needs of your business and services. Initiating this dialogue is a pivotal step in finding the right fit for your accounting needs.

Considering the intricacies of QuickBooks Online and QuickBooks Desktop, two highly regarded small business accounting software options, it becomes paramount to identify a ProAdvisor with a comprehensive mastery of all QuickBooks features. When engaging in discussions with potential ProAdvisors, get into specifics about their preferred work methodologies, billing practices, the applications they leverage, their strategies for addressing errors, and their communication preferences. A thoughtful evaluation of their responses in these areas will help you reach a decision whether they align effectively with the unique needs and dynamics of your business.

Step 4: Check References Before Committing with a QuickBooks ProAdvisor

Once you’ve reached an agreement on the pricing details, it’s a good idea to ask the QuickBooks ProAdvisor for a couple of references from their current or past clients. This step adds an extra layer of assurance before making a commitment. While most ProAdvisors are generally open to sharing client references, some might need to seek approval from their clients first. If you happen to encounter a ProAdvisor who is unwilling to provide at least one client reference, it might be worth considering the next ProAdvisor on your list for a more transparent evaluation process.

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Alternate Places to Find a QuickBooks ProAdvisor

In the complex world of business finances, having a reliable QuickBooks ProAdvisor can make all the difference. Whether you’re exploring QuickBooks Live, utilizing LinkedIn’s vast professional network, tapping into popular job sites like Indeed, or seeking recommendations from local business groups, we’ve got you covered below are some alternative places where you can find QuickBooks ProAdvisor:

1. QuickBooks Live:

QuickBooks Live offers a unique online bookkeeping service connecting small businesses with seasoned QuickBooks ProAdvisors. Unlike traditional methods, this service provides a team of professionals well-versed in various industries. The three-phase approach, including cleanup/setup, ongoing bookkeeping, and month-end close, ensures a comprehensive financial solution tailored to your needs. With prices ranging from $200 to $600 per month, QuickBooks Live offers flexibility, allowing you to schedule video calls as needed for consultations and result reviews.

2. LinkedIn:

Harness the power of LinkedIn, not just as a professional networking platform but as a rich resource for QuickBooks ProAdvisor referrals. A simple search for “QuickBooks ProAdvisor” filtered by location and industry can yield valuable results. Take it a step further by posting a request for referrals within your network or asking for introductions. Leverage the strength of connections to find a ProAdvisor whose expertise aligns with your business requirements.

3. Indeed:

Indeed, a popular job site, serves as an unexpected yet effective resource in your QuickBooks ProAdvisor search. Create a free job post with filters like location and qualifications to find local ProAdvisor candidates. For enhanced visibility, consider optimizing your post with a minimal investment of as low as $5 a day. This approach can attract the right candidate and streamline your search process.

4. Local SBDC Office:

Consider reaching out to your local Small Business Development Center (SBDC) for free business counseling. While not all SBDC business advisors may be QuickBooks ProAdvisors, they can match you with someone possessing the necessary experience and knowledge. By explaining your QuickBooks needs, you’ll receive personalized assistance in navigating your financial challenges.

What are the Benefits of Hiring QuickBooks ProAdvisor?

Embarking on the QuickBooks journey is a commendable move for any business, but when you find yourself in need of expert guidance, a Certified QuickBooks ProAdvisor becomes your strategic ally. Here’s how these professionals can be the catalyst for maximizing your QuickBooks experience and steering your business toward growth:

1. Comprehensive QuickBooks Expertise: A QuickBooks ProAdvisor is your go-to resource for maintaining, optimizing, and troubleshooting the intricacies of QuickBooks functions. From fixing account management concerns to tracking cash flow and revenue, their expertise ensures your QuickBooks is finely tuned to meet your business needs.

2. Up-to-date Tax Knowledge: Staying up to date with tax laws, federal modifications, and impending regulations is a difficult task. In this case, a ProAdvisor becomes a savior as they’re equipped with the latest insights to keep your accounting operations compliant and efficient. They not only navigate tax complexities but also suggest changes that can elevate revenues and drive profitable growth.

3. Strategic Advice and Business Insights: Your ProAdvisor isn’t just a QuickBooks specialist; they serves as a hub of valuable information for strategic business planning. From analyzing cash flow trends to providing financial planning insights, they integrate accounting trends to enhance your overall accounting system.

4. Streamlined, Hassle-Free Services: Certified ProAdvisors offer a range of hassle-free services, including creating customer invoices, timely account reconciling, bill payments, and overall book management. Their meticulous approach ensures that your financial tasks are handled seamlessly, allowing you to focus on core business activities.

In essence, hiring a Certified QuickBooks ProAdvisor is not just a step; it’s a leap toward the growth of your business. From streamlined financial operations to strategic insights and exclusive benefits, their role goes beyond mere assistance, empowering your business to thrive in the dynamic landscape of financial management.

Role of QuickBooks ProAdvisor

Here’s a breakdown of the valuable services QuickBooks ProAdvisor offers and how it can significantly benefit your business:

  • A ProAdvisor helps you make an informed choice, regarding which QuickBooks version best aligns with your business requirements.
  • A ProAdvisor creates or imports company files, and meticulously completes charts of accounts.
  • ProAdvisor customizes QuickBooks according to your specific business needs.
  • Offer a broad spectrum of accounting and bookkeeping-related services.
  • Keep your QuickBooks system always up-to-date and in compliance with the latest features.
  • Swiftly addresses and resolves any technical glitches that may arise. 


Finding a QuickBooks ProAdvisor can be a game-changer for your business. Now, armed with insights from this article, you can take the next step, and witness how a certified QuickBooks ProAdvisor can transform the way you manage your finances. Feel free to mix and match these approaches, considering the unique needs of your business. 

Hope this article answers all your doubts regarding How To Find a QuickBooks ProAdvisor, but if you still have any more questions seek QuickBooks assistance from our experts at our Toll-free Phone Number i.e. +1-855-875-1223

Frequently Asked Questions (FAQs)

How can I locate a QuickBooks ProAdvisor?

You can find a QuickBooks ProAdvisor through Intuit’s search tool, LinkedIn, QuickBooks Live, local SBDC offices, local groups, and job platforms like Indeed. Each source offers varied approaches.

How much does QuickBooks Certified ProAdvisor Make?

As of January 12, 2023, QuickBooks ProAdvisors in the United States may earn an average annual salary of up to $45,044. Salaries can vary based on experience and location.

What criteria must be met to qualify as a QuickBooks ProAdvisor?

Achieving QuickBooks ProAdvisor certification necessitates obtaining a minimum passing score of 80% on the QuickBooks certification exam, demonstrating comprehensive knowledge and proficiency in QuickBooks functionalities.

How do I find ProAdvisor in QuickBooks?

Discovering the perfect match for you and your business is straightforward:

1. Input your location.
2. Apply filters based on business type or industry.
3. Connect with a knowledgeable expert.

How do I find a QuickBooks ProAdvisor near me?

Locating a QuickBooks ProAdvisor is easy with Intuit’s search tool. Filter for local professionals. Platforms like LinkedIn and Indeed offer similar features. Additionally, local business groups may provide valuable referrals.

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