QuickBooks ProAdvisor Client Reviews

These professionals are your one-stop shop for exceptional bookkeeping and/or accounting needs. If your advisor is a CPA on top of that, then you can benefit by receiving monthly/quarterly book preparations and tax returns. This way you can finally plan well with the same individual for tax season. Your worries will diminish knowing that these particular advisors ensure compliance with all IRS code too.

Certain features let you make additional information available to others. I purchased payroll addon – they attached it to the 2010 version I had 10 years ago. I tried to get this corrected and was told it was too late to get it for the 2020 version because the 2023 version was out and I’d have to upgrade. Of course online is cheaper – that’s the manipulative part. I don’t trust them enough to put my employees’ SS# online, or my bank account information. So here I am with payroll I can’t use and no idea how to move forward.

Other Employee Reviews

In addition to finding a nearby QuickBooks® expert, visitors are looking for a few key indicators of a well-matched ProAdvisor. Based on extensive research and testing, we have identified the top five actions you can take to increase your profile views and get more leads from the clients you want. Find-a-ProAdvisor is the world’s largest network of small businesses who are looking for accounting experts like you.

QuickBooks Online is easiest to use if you have some knowledge of basic accounting concepts. Whereas you might be able to use some software alternatives without explanation, it may take some time to get the hang of QuickBooks. You’ll get more out of this powerful system, however, if you understand the full functionality of the product. Even without those higher-level plans, you https://www.bookstime.com/ can create custom tags and run reports based on where you make and spend money. These features can help you organize your finances and provide insights such as cost-cutting opportunities or sales trends that you can use to improve and grow your business. Next, you can customize invoices, set up automatic sales tax tracking and learn how to enter mobile receipts and bills.

Access to QuickBooks Online Advanced

This information will be recorded in real-time and will always be accurate. This will save you time and let you put your energy into more important aspects of a thriving business. QuickBooks ProAdvisors have access to a dedicated customer service team within the Intuit support team. A ProAdvisor is a QuickBooks-certified independent accounting professional who can provide strategic insights to drive business success. Graduating from manual spreadsheets to accounting software is an exciting step for your business. For example, if you’ve purchased a product that includes Live Bookkeeping, you can use that to speak with a QuickBooks online accountant. Each profile also has a review section where previous clients rate advisors on responsiveness, expertise, helpfulness, and professionalism.

However, it had been on my to-do list for a while, so one day I just decided to jump in and take the exam to see how I would do. It was definitely harder not going through all the training prior. I thought it would be helpful to let you in on what types of questions are asked on the ProAdvisor exam. Have you noticed that all of the highest rated ProAdvisors have reviews and that those with the most reviews and the most certifications are close to the top of the list, if not at the top of the list? The combination of having good reviews and all of the certifications is what brings us 1-2 quality leads each week. We have clients from as far away as the Micronesian Islands who searched the ProAdvisor list in our area and selected us based on our reviews and certifications.

What are the benefits of hiring a QuickBooks Certified ProAdvisor?

It is very important to do your own analysis before making any investment based on your own personal circumstances and consult with your quickbooks proadvisor own investment, financial, tax and legal advisers. I have been using QuickBooks online for my wife’s small business for long time now.