4 Things To Consider When Hiring A QuickBooks ProAdvisor

If you’ve just launched a new startup, chances are that your method of tracking your financial accounts is a spreadsheet document with a basic accounting template on it. However, as the business grows and you begin to expand to e-commerce and other channels, the rapid movement of money from one account into another will be too much for a simple spreadsheet to track. You will need a more advanced system to record payments, orders, and other business-related things. This is what QuickBooks allows you to do.

Using A ProAdvisor

QuickBooks is a fantastic accounting program for small to medium-sized businesses to use. Once you’ve decided to use this service, it is a good idea also to find a ProAdvisor who will manage the accounting on QuickBooks for you. When you use the services of a ProAdvisor, you can focus on the important day-to-day running of your growing business and leave the boring administrative work to someone else, who just happens to be an expert with the program and accounts management.

In fact, hiring a QuickBooks ProAdvisor with an advanced certification will ensure they are fully qualified to carry out the work for your business. You can rest assured that the admin work will be complete and accurate. Here are some other tips to help you hire the best ProAdvisor for you.

1) Identify Your Needs

Think about the kind of ProAdvisor you want managing your QuickBooks account. If you have a niche business, it would be helpful to hire someone with experience in that particular industry. Or, perhaps you just need someone to train you. It would be important to choose an advisor with a few years of experience. Maybe you just want someone else to do all the work, but you want to know that it will be done correctly and in a timely manner. Whatever your business requirements are, create a list of what is necessary and what is desirable. Then, select the person who best satisfies your prerequisites.

2) Consider Their Location

With the rise of fast speed internet and effective instant messaging, it is possible to hire an advisor who is located on the other side of the world. However, some businesses may prefer a local advisor because they want face-to-face meetings or need a ProAdvisor who understands the local tax laws. There isn’t a right or wrong answer. It all just depends on what you’re looking for.

3) Clarify the Work That You Require

If you’ve decided to hire a ProAdvisor to handle accounting work for your business, you need to clarify the specific work that you are going to require them to do. If you just want someone to organize the payroll and bookkeeping, this is a standard job that most advisors can do with just basic training. However, if you need more specialized jobs done such as business analysis and reports, you will need an advisor with more advanced training. Whatever the job, find an advisor who completes the work on time and in a professional manner.

4) Think About the Kind of Relationship You Want To Have

Are you planning to be in regular and consistent contact with your advisor? Or are you happy to just let them do the work and check in occasionally? Think about the type of relationship that you want with your ProAdvisor. Some people prefer to be left alone and do the assigned work, while others will enjoy updating you on the progress of your account and business performance.

Totally Booked offers bookkeeping by QuickBooks Certified ProAdvisors based out of NYC. Get in touch today to see how we can help!

Alejandro Tavera