Accounting software

5 Steps to Choosing a QuickBooks ProAdvisor

Because QuickBooks is relatively straightforward and user-friendly, many people use it to help them manage their business’s finances and inventory. However, most people aren’t getting everything they can out of QuickBooks because the full program takes time to learn. A QuickBooks ProAdvisor can change that for you. ProAdvisors are accountants certified by Intuit QuickBooks, so you know these professionals can use QuickBooks to help you improve your bottom line and efficiency. But how do you choose one? Fourlane, Inc., provides five steps to help you choose a QuickBooks ProAdvisor.

Know What You Want

First, you need to know what you want from your accountant. Consider what you want them to do for your business and how they can help you. You may also want to hire someone who is local. Then, consider the type of relationship you want. Do you want someone who is there to advise when you have questions, or do you want someone more proactive? Once you have an idea of the credentials, personality, and job-specific duties, you can better choose someone to meet those needs.

See Who’s Local

QuickBooks makes it easy to find a QuickBooks ProAdvisor professional near you. Simply go to and search by your location to find someone near you. The search will sort according to locality, certifications, and other criteria, but you can change the parameters to meet your needs.

Check Other Options

Many company’s use a remote accountant to do the work. If you aren’t concerned about where your accountant is, you can expand your search, possibly finding someone better than what the local options present. You might also try using other websites that specialize in business contacts. LinkedIn, Facebook groups, and accounting blogs are good places to look for professionals. Just remember to check for their QuickBooks ProAdvisor certification before adding the job candidate to your list.

Research Is Important

Once you’ve narrowed the list down to a few professionals, you’ll want to find out more. A person’s profile on the QuickBooks website is a good place to start. However, you also want to find out more about their online presence. Check the reviews people have posted about the candidates, and find out what their area of expertise is. Someone may be a great accountant for the restaurant business, but if you’re in retail, that accountant may not be the best one for your business. If they’ve written any blogs, read them. Remember, your accountant is going to be handling the most important aspect of your business; you want to be able to trust the person handling your finances.


Meeting with accountant


Contact the List

After you’ve narrowed down the candidates, you’ll want to contact them. Be sure you ask questions about their experiences, who they’ve worked for, and what they do. Find out how they can help you grow your business and how they expect to be paid. Knowing the answers to these questions will help you determine the right QuickBooks ProAdvisor for your business.

At Fourlane, Inc., we understand that finding the right person to help you with the accounting aspects of your business is vital to financial security and growth. Contact us to find out how we can help you with your QuickBooks and other accounting needs. Call 1-800-931-2120 for a free consultation on services we offer, product pricing, or to set up a free product demonstration.

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