Find a Bookkeeper, Accountant, or Certifed QuickBooks ProAdvisor
Accounting, Bookkeeping: Every business needs a trustworthy bookkeeping system as well as an expert accountant to design, organize and control to make sure everything is going well. Wizxpert provides top quality accounting and bookkeeping services.
QuickBooks Setup & consulting: Within few years, we have built up a team of amazing people. They have years of experience and expertise in QuickBooks products. Get assisted for setup, installation, troubleshooting error, backup & upgrades.
Tax & Financial Planning: Minimizing taxes is possible with the help of proper financial planning. WizXpert has a dedicated team of QuickBooks certified Proadvisor & accountant who believes in providing comprehensive services in these areas.
Find a QuickBooks ProAdvisor today.
What is QuickBooks ProAdvisor?
A QuickBooks ProAdvisor is a professionally trained technician or accountant who can provide QuickBooks training/Seminars, technical support, Bookkeeping services, tax return services, audits, tax planning for a business etc.
To become a certified QuickBooks ProAdvisor, one needs to clear ProAdvisor exams that Intuit offers after every two years. As QuickBooks has many versions according to the customer requirements so that they have different ProAdvisor certification for different versions such as Desktop, Online, Point of Sale etc.
How to Find a QuickBooks ProAdvisor?
Here are some steps to find a QuickBooks ProAdvisor:
- Go to the ProAdvisor search portal
- In location, tab Add your location
- Filter your industry served
- Choose the service that is required
- Select the QuickBooks product that you are using
If you are face any issue in finding a ProAdvisor, Please feel free to contact QuickBooks customer service team. Dial 1855-441-4417 for help.
Find a QuickBooks ProAdvisor nearby you?
In the overall USA, there are more than 50,000 certified QuickBooks ProAdvisors. To find a QuickBooks ProAdvisor near you, go to the Intuit’s Find a ProAdvisor website. Here you can search for a ProAdvisor nearby you when entering your city, state or your zip code. It an easy and quick process to find a QuickBooks ProAdvisor nearby your area. You also can filter them by the specific types of services that you need.
See the list of some industries that you can filter by your needs from your search:
- Property Management
- Real Estate/Developer
- Wholesale Distribution
What Type of Services Do QuickBooks ProAdvisors Support Team Offer & How Much They Cost?
QuickBooks ProAdvisors are small business owners just like you. That means, they can offer whatever services they like and charge whatever they want to charge for those services.
Common Services Offered by QuickBooks ProAdvisors & Price Range
|Type of Service||What’s Included||Price Range|
|Company File Setup||Create Chart of Accounts
Set up customers and vendors
Set up products & services
Connect bank accounts
|Startup company w/ historical transactions to set up: $150 & up
Established company w/ historical transactions to set up: $300 & up
|Training on how to use QuickBooks and manage your books||One on One Training or Group Training Sessions||1-2 Trainees: $75/hr.
3 or more Trainees:
½ Day (4 hours): $500
Whole Day ( 6 hours): $1000
|Bookkeeping Services||Create customer invoices
Pay vendor bills
Reconcile bank accounts
Prepare financial statements
|Startup company: $150/month & up
Established company: $250/month & up
|Payroll||Run payroll to produce payroll checks/direct deposit payments
Make payroll tax deposits
Prepare & file payroll tax forms/returns when due
Issue W2 Forms
|$100/month & up|
|Periodic Review||Review the following on a monthly, quarterly, or annual basis:
Profit and Loss Statement
Trial Balance Report
|Monthly: $150 & up
Quarterly: $300 & up
Annually: $500 & up
|Troubleshooting / Support||Ability to ask questions and get help as you need it via:
|15 min. resolution: $60/month
30 min. resolution: $120/month
More than 30 min. resolution: $100/hour & up
What are the Accounting Services QuickBooks ProAdvisor Help you with?
There are various services offered by QuickBooks Proadvisor. If you are facing any accounting problems and need a quick and effective solution, you can contact a QuickBooks ProAdvisor. They offer accounting and bookkeeping services like set up, which including a custom chart of accounts list and a list of customers or vendors.
QuickBooks Proadvisor provides various accounting services.
Accounting & bookkeeping: This service includes managing day-to-day bookkeeping tasks, like invoicing customers, paying bills, and reconciling bank accounts, and other services. QB Pro advisor manages the company accounting activities and works as the outsourced bookkeeper for small business.
Financial planning & tax: If you are worried about your tax planning, you can hire Intuit certified experts. They can manage your all tax-related issues such as quarterly and annual income tax return preparation, payroll tax return preparation and any tax payment.
QuickBooks setup & consulting: If you are a beginner and using QuickBooks for the first time, a ProAdvisor can help you in QuickBooks set up and consulting. They will customize the software as per your needs. They can also continue as a consultant and can help you as the company scales.
They can offer you the following services:
- Set up a Chart of accounts list
- Products and services list setup
- Setting up customers
- Make the setting of vendors
- Connecting your bank account with QuickBooks
- Connecting your credit card accounts to QuickBooks
How Will I Know Whether Or Not They Are Good?
There is no guarantee that a QuickBooks ProAdvisor will be able to help you with your problem. However, there are a few things that you can do prior to hiring them, that will at least give you enough information so that you can make an informed decision.
Check profiles and customer reviews
About: Here, you will see the Pro Advisor’s name, credentials, the number of years of experience that the ProAdvisor has, and information regarding the types of services that they provide.
- Qualifications: In this, you will see the certification badges that I have completed at the very top: QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online.
- Customer Reviews: Directly below the profile picture, you can see the average rating and the total number of customer reviews.
Chat with the ProAdvisor:
You can contact the first couple of ProAdvisors on your list and request an initial consultation. Generally, this initial consult is very similar to a job interview but less formal. It is an opportunity for you to get to know this person and ask a few questions or address any concerns that you may have. It is also an opportunity for the ProAdvisor to get to know you and to learn more about what your business needs are.
After you come to an agreement on price and before you commit, you should request a couple of references from either current or past clients. Generally, most people will not have a problem providing you with a client reference list. However, they might need to check with their client first to get approval before you can contact them. Because of some reasons, if you encounter a QuickBooks ProAdvisor who is not willing to provide you with at least one client reference, then it will be considered as a red flag and your cue to move onto the next ProAdvisor on your list.
However, they might need to check with their client first to get approval before you can contact them. Because of some reasons, if you encounter a QuickBooks ProAdvisor who is not willing to provide you with at least one client reference, then it will be considered as a red flag and you need to move onto the next ProAdvisor on your list.
What are the Benefits of Hiring a QuickBooks ProAdvisor?
Running a small business is not an easy feat. By doing so, you not only have incredible talent, expertise, and determination, but you also have a keen business sense. This does not necessarily insinuate you have a broad accounting background. It may be in your businesses best interest to hire a professional accountant.
Some additional benefits of hiring a QuickBooks ProAdvisor are:
- QuickBooks ProAdvisors get a discount on all QuickBooks products that they can extend to their clients like you.
- They are the first to be notified of all product alerts so they can keep you informed and up to date on QuickBooks.
- They have a dedicated customer service team at Intuit who are very knowledgeable about it and are available via telephone or chat to help answer questions or troubleshoot an issue on your behalf.
When is the Best time to Hire a QuickBooks ProAdvisor?
While searching for QB ProAdvisor, be sure to jot down the information for at least top 5 ProAdvisors you find. It is possible that you may not receive a call from one or two of the ProAdvisors that you try and contact.
Usually, we heard this complaint all too often whenever we would get a call from a new client. You can encounter this during “busy season” which takes place b/w January through April.
Even if a ProAdvisor does not prepare tax returns, this is the busiest time for ProAdvisors because they are flooded with assisting both new and existing clients. They need to get their books ready to hand over. In your search to find one, try to hire a QuickBooks ProAdvisor between May and October as possible as you can. Also, you can dial QuickBooks support number to directly contact them on our behalf.
How to become certified QuickBooks Proadvisor or pass the certification exam?
QuickBooks, developed by Intuit, is an accounting software package commonly used for individuals and small and medium-size businesses. It offers a program (called ProAdvisor) who are experts in QuickBooks installation, setup, payroll, reporting, and the other day-to-day functions of the software.
Preparing for the Certification Exam:
- Ask yourself if you need the certification.
- Gain experience working with QuickBooks.
- Learn what to expect from the exam.
- Decide whether a training course is right for you or not.
- Buy an exam study guide.
Taking the Certification Exam:
- Complete several practice exams
- Sign up to take the exam
- Take the exam.
Different Certifications for QuickBooks ProAdvisors
A ProAdvisor can receive four different types of certifications. To become a Quickbooks ProAdvisor, it is compulsory to qualify these certification exams. QB ProAdvisor can receive four different types of certifications which are described below in detail.
QuickBooks Certification: The exam of Quickbbos certification is simple it covers some topics, such as QuickBooks installation, setup, recording transactions, and financial reporting. And candidates must score an 85% to pass the exam, they get six chances to pass. The ProAdvisor must successfully complete a certification exam and get this certification. It provides the basic proficiency with QB.
QuickBooks Advanced Certification: QuickBooks advanced certified candidate has a good understanding and more expertise with QuickBooks. This certification exam covers the intermediate-level accounting principles, advanced QuickBooks features, and requires candidates to demonstrate the ability to troubleshoot client data files. You have must be passed the basic exam for three consecutive years for getting advanced certification exam. When you will work with Advanced certified QuickBooks ProAdvisor you can get the more benefits.
QuickBooks Point of Sale (Certification): When you want to work for the retail industry you have must be passed QuickBooks Point of Sale Certification exam. This certification exam will complete in a two-year cycle, so ProAdvsiors will only need to recertify once every two years. If you are seeking Quickbooks Proadvisor for small retailing business so this is the right choice for you. Because you’ll know you’re working with someone who understands your industry if you choose a ProAdvisor with this certification.
QuickBooks Enterprise Solutions Certification: QuickBooks Enterprise Solutions Certification certification exam designed to test individuals’ knowledge of QuickBooks financial products and demonstrate their ability to provide on-site QuickBooks Enterprise Solutions setup and support to clients. To get this certification, the candidate must pass the basic QuickBooks certification and then pass the Enterprise Solutions certification exam.