Bookkeeping · 5 min read
QuickBooks ProAdvisor: How to Choose One
QuickBooks is widely used by small businesses, but the software is only as useful as the setup and data behind it. A QuickBooks ProAdvisor can help set up, clean up, and manage QuickBooks so business owners have accurate financial information.
What is a QuickBooks ProAdvisor?
A QuickBooks ProAdvisor is a professional who has training or certification related to QuickBooks products. ProAdvisors may be bookkeepers, accountants, CPAs, or consultants.
Services a ProAdvisor may offer
A QuickBooks ProAdvisor may help with:
- QuickBooks setup
- Chart of accounts setup
- Bank feed rules
- Monthly bookkeeping
- Payroll setup
- Sales tax setup
- Cleanup bookkeeping
- Financial reports
- App integrations
- Training
- Closing prior periods
How to choose the right ProAdvisor
Look for someone who understands your industry, not just the software. A restaurant, contractor, real estate investor, nonprofit, and e-commerce business may all need different bookkeeping structures.
