Meet Our Team of Accounting Professionals and QuickBooks Experts

quickbooks expert

When shopping for a QuickBooks consultant, look at the professional’s level of expertise and experience in your industry. Craig Kershaw of The CFO Source is a certified QuickBooks ProAdvisor with years of experience in accounting, taxes and bookkeeping. So if you live in Halethorpe, MD or surrounding areas, feel free to get in touch with us! If you are from another state or other parts of Maryland, go to the ProAdvisor website and search within your zip code.

Does QuickBooks replace a bookkeeper?

Not quite. QuickBooks stores and analyzes data for you, but you still need a human accountant to give you sound financial advice and to keep up with the latest changes in tax legislation.

Toptal stayed on top of the process from making the match through to the successful completion of the project. Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed. What really sets Toptal apart is the caliber of finance talent available in their network.

A team of experts to help solve your QuickBooks challenges

Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help. Whether you’re new to QuickBooks or upgrading your file, we can customize a QuickBooks Consulting plan specifically for your business. Tim worked as a tax professional for BKD, LLP before returning to school and receiving his Ph.D. from Penn State. He then taught tax and accounting to undergraduate and graduate students as an assistant professor at both the University of Nebraska-Omaha and Mississippi State University.

Select the specialty you’re seeking, enter your zip code, and QuickBooks will give you a list of ProAdvisors who fit your criteria. You can narrow your search further by selecting your industry and any products you’re considering. Professionals with an advanced certification dive deeper into topics like analytics/reporting, inventory management, business taxes, and multicurrency. An advisor can take a look at your financial reporting and business model to create a workflow that’s right for you.

Alternate places to find a QuickBooks ProAdvisor

Graduating from manual spreadsheets to accounting software is an exciting step for your business. When reading through reviews, you can see which products each client used and what services they received from their ProAdvisor. Each profile also has a review section where previous clients rate advisors on responsiveness, expertise, helpfulness, and professionalism.

After you come to an agreement on price, you should ask the QuickBooks ProAdvisor for a couple of references from either their current or past clients before you commit. You can contact these references to learn more about their experience with the ProAdvisor. To facilitate the conversation, we suggest making a list of the traits that you’re looking for in a Certified QuickBooks ProAdvisor. When you speak with them, be sure to explain what services you’re looking for, what your business does, and what your pain points might be.

QuickBooks Training class Detroit

Carol has been active in the community, currently serving as Trustee for the Erwin S. Fairchild and Edythe C. Fairfield Trust and Treasurer of the Fairchild Nichols Memorial Library Association. She has served the Bridgeport Diocese Synod, Trumbull school system, and Notre Dame Fairfield Club as a volunteer. Carol received her BA in Government and Sociology from the University of Notre Dame. If you use QuickBooks Online Essentials, you may know that you cannot assign expenses to customers or jobs (what QBO calls sub-customers); this is a feature that is only available in QBO Plus or Advanced. For businesses using QuickBooks Online Plus or Advanced, here’s how to get labor costs on a P&L by Job in QBO with Timesheets and QuickBooks Online Payroll. As an added bonus, we’ll make the time entered for each employee billable.

What is the best QuickBooks training?

  • Simon Sez IT.
  • Intuit QuickBooks Training (Self-Paced Training)
  • Fit Small Business.
  • Hector Garcia.
  • BookkeepingMaster.
  • QuickBooks Online Essential Training.
  • Udemy‚ The Ultimate QuickBooks Pro Training Bundle – 65+ Hours.
  • 5 Minute Bookkeeping.

Tim is a Certified QuickBooks Time Pro, QuickBooks ProAdvisor for both the Online and Desktop products, as well as a CPA with 25 years of experience. He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Also, ask about how they prefer to work, how they bill their clients, what apps they use, how they rectify errors, and what their desired communication style is. Considering their responses carefully will help you to determine if they are a good fit for your business. While the QuickBooks suite is an excellent choice for any small business, it can be tough to figure out which products are right for you. While it brings all of these important accounting tasks in one place, some business owners may not have the time or desire to manage all these duties on their own. Monika PiascikMonika Piascik is a bookkeeping and accounting professional dedicated to efficiency and accuracy.

What are the benefits of hiring a QuickBooks Certified ProAdvisor?

It is designed to make tasks both easier and more efficient while being used anywhere and on any device. No longer will QuickBooks users be forced to work solely from their office. With QuickBooks Online, employees can send invoices, run payroll, and reconcile accounts from a phone or tablet anywhere in the world. It also provides an easy way for business owners to share access to their books remotely, enabling your accountant to have quicker turnaround on answering questions and fixing problems. To help cut down on redundant financial data entry, QuickBooks Online connects with bank and credit card accounts to automatically download banking transactions.

  • Join a live Q&A session to get help from an expert QuickBooks instructor .
  • 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.
  • Get help with implementing and optimizing the right QuickBooks solution for your business.
  • The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.
  • Allows corporations to quickly assemble teams that have the right skills for specific projects.

MISSION has an extended network of specialists who can be staffed on a client’s project team to address specific needs or solve issues. These specialists bring expertise in accounting system design, software engineering, data integration, financial modeling, and business consulting that make MISSION well positioned to serve your financial needs.

When purchasing through a ProAdvisor, you can also receive a 10 to 20 percent discount on your subscription. You can also contact an advisor after you’ve selected your QuickBooks product. ProAdvisors are adept at using QuickBooks programs and getting the most out of the software. When you first started your business, you may have used quickbooks proadvisor spreadsheets to keep track of sales, and paper time cards to record employee hours for payroll. Here we’ll look at the advantages and disadvantages of both Quicken and QuickBooks business accounting programs in terms of cost and features. Discover how your accounting software can help your business grow and save you time and money.

  • And ask some questions to know, actually how capable is the person to handle your business or to be your ProAdvisor.
  • Colleen’s experience includes over 30 years of accounting work, including financial reporting and analysis, budgeting and financial management, and staff training and development.
  • Training topics discussed may include daily bookkeeping, customer management, vendor invoices, expense reports, payroll, inventory maintenance, transactions and tax information.
  • Trained accountants and bookkeepers manage financial complexities and offer practical business solutions.
  • Reading through a ProAdvisor’s profile gives you a pretty good idea of who you’d be working with and examples of how they’ll address your business needs.

Deliverables from Stacey are prompt and precise as she maintains open communication with clients for a project’s duration. Stacey LangstonStacey Langston is a professional accountant with 17 years of experience in advanced bookkeeping, payroll and human resource management, certified payroll, cost accounting, and tax return preparation. Stacey, an advanced certified QuickBooks ProAdvisor who provides training in QuickBooks, is highly skilled in setting up and troubleshooting QuickBooks Desktop and QuickBooks Online files. Sharon is experienced in a variety of industry sectors including manufacturing, services, clean tech, legal, banking, telecom, oil and gas, and nonprofit. It’s a financial management program aimed at smaller businesses and has the capability to track money transfers, manage payroll, balance bank accounts and create business plans. Even though QuickBooks is designed to be a general business product, over one million businesses across all kinds of industries in the U.S. still rely on QuickBooks for their accounting functions. Fourlane’s consultants have worked with thousands of businesses within virtually every industry to help tailor QuickBooks to fit the unique needs their industry requires.

Quickbooks Experts

A QuickBooks Certified ProAdvisor is a certified professional who can help you manage your business’s accounting needs. This guide breaks down what that means, when you might need one and how to find a QuickBooks ProAdvisor for your growing business. Colleen’s exceptional accounting skills help clients manage complex bookkeeping challenges. Colleen received her BA in Accounting from Belmont Abbey College and earned membership into the National Accounting Honor Society. Bernard holds an MBA from Harvard University in Finance and Operations Management. He also holds an undergraduate degree from Ecole Polytechnique in Math and Physics.

quickbooks expert

Reading through a ProAdvisor’s profile gives you a pretty good idea of who you’d be working with and examples of how they’ll address your business needs. Finally, if you have any other ideal qualifications, such as industry knowledge or location, you should decide this upfront. Some advisors have industry specialties like construction, medical, or real estate. Bookkeeping services can help you take care of daily fiscal tasks related to your business. You can reach out to QuickBooks ProAdvisors directly through the search platform to schedule a consultation.

Most ProAdvisors won’t have a problem providing you with a client reference list. However, they might need to get approval from their client before you can contact them. If you encounter a QuickBooks ProAdvisor not willing to provide you with at least one client reference, I would consider moving to the next ProAdvisor on your list. Start training for QuickBooks Certification today and seal your expert status. Pricing & Promotions Essential products & supplies with discounts just for pros. Accounting with live bookkeeping Organize books with a live bookkeeper.

Dial our toll-free number & talk with a US-based accounting & bookkeeping expert now. The amount of money you can make depends on your qualifications and experience. According to, the national median salary for bookkeepers with QuickBooks skills was $44,331 as of 2021. In that same year, accountants with QuickBooks skills earned a median salary of $51,694. GrowthForce accounting services provided through an alliance with SK CPA, PLLC. Instead of a hiring one individual person, which men’s having a single point of failure, consider a team-based QuickBooks consulting firm. Don’t take a chance on getting a consultant that doesn’t have the exact experience you need.


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