How to Find the Best QuickBooks® Consultant Near Me

Invest in Your Success With a QuickBooks® Consultant

A solid accounting system is the backbone of any business. It supports everything a business does, from buying office supplies to moving into a bigger space. When you have a clear picture of your costs, revenue, and overall financial condition, you can spot opportunities and danger zones long before you have to make critical decisions.

Most small businesses use QuickBooks® to manage their accounting and bookkeeping services, but they may not be aware of all the software’s uses. Hiring a QuickBooks® consultant is an excellent way to get full use of QuickBooks® and gain the insight of a trusted advisor. A consultant can show you how to access and interpret important financial information, plus they can help you sharpen your accounting processes and train your team on using QuickBooks®.

When you choose Accounting Meister’s consulting services, you benefit from our QuickBooks® ProAdvisor and other industry certifications, as well as our years of experience helping small businesses and startups with QuickBooks®. We provide valuable insights and actionable recommendations that you can use immediately to benefit your business’s financial health. Contact us for details on our services, or to request a free, 15-minute consultation.

What Is a QuickBooks® Consultant?

A certified QuickBooks® consultant is called a ProAdvisor, and these professionals must pass exams designed by Intuit, the maker of QuickBooks®, with a score of 80% or more. QuickBooks® ProAdvisors are usually accountants, bookkeepers, or business consultants. These experts provide guidance on properly setting up and using QuickBooks®, and they provide crucial guidance on maximizing the software’s effectiveness. Yearly re-certification is required to maintain their status. ProAdvisor certification is offered for these QuickBooks® versions:

  • QuickBooks® Online
  • QuickBooks® Online Advanced
  • QuickBooks® Desktop
  • QuickBooks® Desktop Advanced
  • QuickBooks® Desktop Enterprise
  • QuickBooks® Online Payroll
  • QuickBooks® Point of Sale

How Can a QuickBooks® Consultant Help My Business?

If you’re getting ready to make a major business purchase like a new delivery van, would you feel comfortable going into the dealership without knowing if you could afford the monthly payments? Accurate accounting gives you a barometer of your financial health, and when you don’t truly know the numbers, it’s all too easy to make mistakes with far-reaching consequences.

A QuickBooks® ProAdvisor can help you customize the software to your business and create relevant reports. They can guide you on how to utilize the information QuickBooks® offers to plan for the future and grow your business. With their input, you can streamline and improve your business’ bookkeeping to make the process as productive and efficient as possible. They can show you how to determine if that new delivery van is worth the cost.

At Accounting Meister, we have the experience and certifications small businesses and startups need to make the most of QuickBooks®, as well as other accounting software. Contact us today to learn more about our QuickBooks® consulting services and how you can work with one of our friendly QuickBooks® ProAdvisors.

Find A Skilled QuickBooks® Consultant In Your Community

When you decide to bring in a QuickBooks® ProAdvisor consultant, begin by listing the qualifications, experience, and certifications that are important to you. Is a CB (certified bookkeeper) sufficient, or do you feel you need a CPA? Do you need someone with expertise in a specific industry?

You definitely want to look for ProAdvisors who are certified on the QuickBooks® version you use. And if you’ll predominantly be doing business online, a consultant with technical proficiency is needed. After you’ve identified the qualities you need in a consultant, you can begin searching for candidates.

To find potential QuickBooks® ProAdvisors, you can:

  • Use the QuickBooks® website’s “Find a ProAdvisor” search function to search by location, services provided, industry, and product.
  • Search or post on job boards like LinkedIn and Indeed.
  • Network with local groups and organizations, such as your local Small Business Development Center (SBDC) or Chamber of Commerce.
  • Ask fellow business owners and entrepreneurs for recommendations.

Research Credentials and Reviews

Once you have a list of potential consultants, do research on each candidate. Read their profile and review their QuickBooks® ProAdvisor badges as well as other credentials and certifications. Do a general Google search to see if they have an online presence or have written any articles or blog posts. Read any reviews left on professional sites to see comments from prior clients.

Accounting Meister is well-qualified to meet your needs with more than 20 years of experience, ProAdvisor certifications, and other key industry credentials. We have worked with hundreds of satisfied clients and would love to speak with you to see if we’re a good fit. Contact us to see how easy it is to get started.

Schedule An Initial Consultation and Check References

After you’ve narrowed down your candidate list, schedule an initial consultation to see how well each candidate meets your needs. Ask them about their qualifications and certifications, as well as questions like:

  • What kind of experience do you have in my industry?
  • What services do you typically provide?
  • How can you help me expand and improve my business?
  • How long have you been working with QuickBooks®?

The process is similar to hiring any consultant or advisor, so another characteristic you’re looking for is a person’s fit into your company’s culture. After speaking with them, do you think they’ll work well with you and your team? Does their communication style match yours? You want to feel comfortable and confident with your consultant to get the most out of their services.

At Accounting Meister, we provide an array of services for your accounting and bookkeeping needs. We have the experience and expertise to assist you with any questions about QuickBooks®, and we provide training, tutoring, and consulting. When you need a QuickBooks® consultant, bookkeeper, or accountant, Accounting Meister can help. Contact us today to learn more about our services.

Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on scottmeister.teachable.com. Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale