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QuickBooks Consulting Services – What You Can and Can’t Expect

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Once QuickBooks became one of the most popular software for accounting and bookkeeping operations for small and mid-sized businesses, QuickBooks consulting services started to stem out in numbers. That makes sense, though, since it takes expertise and some technical knowledge to utilize advanced accounting software to its true potential.

Although QuickBooks is quite intuitive and user-friendly, it involves technical aspects and often runs into errors. This is why the shifting from traditional accounting methods to modern software comes with the added cost of training, which businesses often fail to recognize.

However, that is another story to tell, and for what it’s worth, QuickBooks is a potent tool for accounting and payroll if you know how to use it.

Therefore, if you have shifted to QuickBooks and are having trouble operating it, you shouldn’t regret it since transitioning to modern financial technology is inevitable.

What can aid the situation here is QuickBooks consulting services that will help you optimize the use of the software and handle your company’s finances like a pro.

If you are new to QuickBooks consulting and don’t have a clear idea of their services, don’t worry. In this article, we will brief you on what you should expect from these service providers.

The article shall brief you on things you shouldn’t expect so that when you start looking for a QuickBooks consultant, you don’t fall for fake promises and waste your money. Moreover, we will also guide you on how to find the right QuickBooks consulting services. Alright, so let’s get started.

Getting to Know QuickBooks Consulting Services

QuickBooks features a comprehensive set of features, add-ons, and tools; thus, there are many unique ways to use it. However, as far as efficiency is concerned, QuickBooks consulting can help you make the most of your QB Desktop application or QuickBooks Online.

What does a QuickBooks consultant do?

A QuickBooks consultant is skilled in both accounting and cloud technology and, therefore, acts as your bridge. They are the subject matter expert on QuickBooks and are trained on various QuickBooks-related topics.

Therefore, when you cannot carry out accounting operations smoothly because you don’t know how to use a QB tool well or an error pops up that you can’t seem to get rid of, a QuickBooks consultant is the person to reach out to.

However, a QuickBooks consultant can not only help you operate the software well. The role of a QuickBooks consulting service begins with its setup.

Take a look at the different ways a QuickBooks consultant can help you. A QuickBooks consultant can:

  • Help you find the right version of QuickBooks Desktop or QuickBooks Online.
  • Help you with the installation and setup of QuickBooks.
  • Help you use QuickBooks software, be it the online or desktop version.
  • Let you know how to utilize the QB Desktop or QB Online to assist in decision-making.
  • Answer your queries and resolve your issues about QuickBooks.
  • Help you with accounting – such as generating and customizing reports, bank reconciliation, etc.
  • Integrate your QuickBooks app.
  • Clean up and fix technical issues in the QuickBooks.

How much does a QuickBooks ProAdvisor cost?

Before we discuss how much a QuickBooks ProAdvisor should cost, you should know that QuickBooks ProAdvisors are not hired by Intuit. Instead, Intuit provides QuickBooks ProAdvisor certification. However, for that, the candidates enroll in the QuickBooks ProAdvisor program.

The program certifies capable candidates as ProAdvisors and trains and equips them with the knowledge of accounting software and tools. Intuit also trains QB ProAdvisors to provide high-quality support to clients.

Now let us come back to the question: What is the hourly rate for QuickBooks consultant?

The hourly rate for QuickBooks varies and depends on many factors, such as the type of QB ProAdvisor you consult. There are different certifications, such as QuickBooks Online Basic, QuickBooks Online Basic and Advanced, QuickBooks Payroll, and QuickBooks Desktop.

Moreover, they might also charge you on the basis of the assistance they provide, such as migrating the data. Although an average QuickBooks consultant earns around USD 24.28 per hour, the hourly rate and total charges for support for a client can vary drastically.

What are the skills of a QuickBooks ProAdvisor?

The QuickBooks ProAdvisor is very skilled in QuickBooks in specific and accounting software in general and has fundamental knowledge of both accounting and the software and related technology.

The skillset and qualifications of a QuickBooks ProAdvisor includes:

  • Troubleshooting QuickBooks issues
  • QuickBooks features and functionalities
  • Communication, both written and verbal, to assist the clients
  • Excellent customer service
  • Trained in accounting, bookkeeping, and finance
  • Certified as a QuickBooks ProAdvisor
  • Developing and maintaining new relationships with clients
  • Helping clients make informed decisions by generating reports
  • Migrating client’s data from other software to QuickBooks
  • Migrating client’s data from one version of QuickBooks to another

Where can I find a certified QuickBooks ProAdvisor?

It is not difficult to find a certified QuickBooks ProAdvisor on the internet. You will see Intuit’s website to find a QB ProAdvisor and also dedicated small firms that cater to QB issues and provide fast resolution.

You can find the right QB consultancy firm and benefit from their outsourced services to experience peace of mind. It is tough to find the right QuickBooks consulting services; however, our section on how to find a suitable QuickBooks consulting service will help you with that.

However, to make the process more secure and ensure you end up with a reliable QB ProAdvisor, you can use Intuit’s official website. Intuit offers a search directory where you can find a QB ProAdvisor with the help of your ZIP code.

You can choose different filters, such as services provided, industries served, and products supported, to narrow down your search. Moreover, you can also adjust the distance in which you want to search your QB ProAdvisor.

To find a certified QuickBooks ProAdvisor, navigate to Intuit’s Find an Accountant webpage. Enter your Zip code in the search box, and click on the Find a ProAdvisor button.

The webpage will show you the top search results as per your ZIP code. You can tweak the search results with the help of the filters you will see on the search results page.

Is there much difference in consultants for QuickBooks, Zoho Books, and Sage?

QuickBooks, Zoho Books, and Sage are different accounting software programs, and each of them offers different versions. Therefore, it isn’t easy to compare these software.

However, you can say that Zoho Books Professional and QuickBooks Online Plus are comparable in the services they provide.

The certifications for consultants of QuickBooks, Zoho Books, and Sage differ, and therefore, there is no logic in comparing them.

However, it is safe to say that consultants for all three accounting software are similar as they are well-versed in accounting, bookkeeping, financial operations, and how to utilize accounting software.

Things You Can Expect from QuickBooks Consulting Service

When you browse for QuickBooks consulting services, you should know the services and benefits they will provide. We have listed down the different things you can expect from a QuickBooks consulting service.

QuickBooks Consulting Service best example

Install, set up, and customize QuickBooks

Installing and setting up QuickBooks is a tedious task. Moreover, the process for setting up QuickBooks varies depending on the version and modes, such as single-user and multi-user.

A QuickBooks consultant installs and sets QuickBooks up for you and customizes it as per your requirements.

Moreover, if you are using QuickBooks in multi-user mode, the consultant can install and set up QuickBooks on the host computer, also called the server, and other computers where you wish to use QuickBooks, which are also called workstations.

Training you on how to use the software

A QuickBooks consultant can walk you through the fundamentals of QuickBooks and can train you on how to use the online version and the standalone version of the software.

Therefore, through QuickBooks consulting services, you can learn how to use Intuit’s accounting software to run various accounting, bookkeeping, and payroll operations or use tax tables and forms to calculate and file payroll taxes.

Handle accounting and bookkeeping operations

The QuickBooks consulting services can also be your outsourced accounting and bookkeeping services provider. This means they can create invoices for your customers, pay the bills, reconcile bank accounts, and handle other bookkeeping operations.

They can also carry out payroll operations such as calculating hours worked, employee wages and benefits, gross employee wages, sending paychecks, and calculating and filing payroll taxes.

Moreover, they cater to various accounting operations like generating financial statements, establishing and customizing cash flow metrics and key performance indicators, and calculating, preparing and filing tax returns. We will see about these operations in detail in the following sub-sections.

Establish and Monitor Internal Controls, Cash Flow Metrics, and KPIs

Your QuickBooks consultant can understand the business requirements and establish cash flow metrics and KPIs accordingly. Additionally, the QuickBooks consulting services implement internal controls that help in risk management and mitigation.

The QB consulting services can act as your outsourced accounting services provider and implement and monitor the KPIs and internal controls.

You should know that implementing, monitoring, reviewing, and updating the KPI is very important for the financial health of the business.

Generate financial reports

For management, strategizing, and decision-making, a business requires various reports and financial statements. The business relies on accounting operations to generate financial reports like balance sheets and income statements and communicate them to the management.

QuickBooks consulting services can help your business make decisions by generating these reports promptly and accurately.

Help in Tax Preparation and Filing

The QuickBooks consulting services can manage tax preparation and filing. Moreover, they can help you with strategic tax planning and ensure compliance with federal regulations.

Therefore, you don’t have to worry about hiring a tax preparation service when the tax season approaches or maintaining an in-house accountant throughout the year, which can prove expensive for a small business.

Outsourced tax preparation and filing services provided by the QB consultant aren’t limited to that. They also help you explore tax benefits programs and optimize the tax bill with the help of tax-deductible business expenses, credits, and tax breaks you are eligible for.

Update QuickBooks software and company file

Intuit releases regular updates for the QuickBooks application and payroll tax table. Moreover, every year, Intuit releases an upgraded version of QuickBooks with enhanced features and security standards.

While it is recommended to upgrade your QuickBooks in a few years, it is mandatory to update the application and payroll frequently.

While software updates contain bug fixes and enhanced features and security, payroll updates contain the latest tax tables and rates, which helps you calculate accurate tax returns and ensure compliance.

The catch is that while updating QuickBooks isn’t difficult, sometimes it gets tricky as you need to update the company file, too, and also because QuickBooks sometimes runs into errors.

However, QuickBooks consulting services can help you update your QuickBooks and company files or do it for you.

Troubleshooting technical issues 

Update errors are just one type of numerous technical issues the QuickBooks users face. Some popular kinds of QuickBooks issues are company file errors, payroll update errors, QuickBooks Desktop update errors, multi-user mode errors, etc.

The internet has plenty of articles on how to fix a specific QuickBooks error. However, often, the users find out that the troubleshooting methods don’t work for them. This could be because:

  • You didn’t diagnose the error correctly.
  • One or other QB or Microsft components you didn’t notice are damaged, corrupted, or missing.
  • The troubleshooting guide is incomplete and doesn’t list everything wrong with your QuickBooks or computer.
  • Because of other reasons not listed in the troubleshooting guide.

However, a QuickBooks ProAdvisor or consultant can easily identify the shortcomings in your QuickBooks or computer, given their expertise in the domain.

Therefore, if you encounter problems operating the QuickBooks Desktop or Online, reach out to a QB consultant.

Resolving your QB or accounting-related queries

QuickBooks consulting services not only fix technical issues but also resolve any QB-related queries you have. They can advise you on subjects like accounting, business, accounting software, payroll, taxes, and so on.

Moreover, when you are starting a new project or product line or changing your business structure, they can help you with budget forecasting or suggest the accounting system you should use.

This also includes the QuickBooks subscription that should suffice for your new business requirements.

Communicate discounts to clients

Intuit offers various promotional plans to QuickBooks accountant that empowers them to provide QuickBooks subscription to their clients at a discounted price.

Therefore, if you are in touch with QuickBooks consulting services, you can ask about available QuickBooks discounts.

Moreover, they might let you know about promotional campaigns that accounting software launches on special occasions. These instances can allow you to take advantage of QuickBooks services at a much-reduced price.

Operate as the subject matter expert on QuickBooks

Be it evaluating the correctness of financial records, providing a suggestion on the financial health of the company, or simply fixing your accounting software, QuickBooks consulting services are proficient in many things.

The benefit of hiring a QuickBooks consultant is that you don’t have to look for a subject matter expert to operate your business or optimize financial operations. You’d find that outsourced QuickBooks consulting services will be enough for most of the time.

Things You Shouldn’t Expect from QuickBooks Consulting Services

It is clear that QuickBooks consulting services can help you operate QuickBooks more efficiently and troubleshoot and resolve QB issues. Moreover, they can handle your accounting, bookkeeping, and business taxation.

Therefore, it is a good idea to hire QuickBooks consulting services. However, there are some things you should not expect from a QuickBooks consultant. Knowing this is important so you can recognize the fake commitments when you meet one and not invest your money there.

  1. Get rid of issues for always

Although QuickBooks consulting services can resolve the issues from the root cause, they cannot promise that similar issues will not arise again. QuickBooks is prone to encounter errors and other technical issues. Therefore, a promise that you won’t face any issues after this one-time fix doesn’t mean you will not have QB issues in the future.

However, if you sign up for a regular service with your QuickBooks consulting services, they will ensure that your QuickBooks keeps running fine. You can also do the same with proper guidance and regular updates.

  1. Reliable Audit and Assurance

Audit and assurance services are important for the financial health and growth of any business, be it a small business or a large enterprise. Financial audit helps you evaluate the correctness of the financial records.

They let you know if your financials are as per the industry standards and comply with the laws and regulations of government and tax authorities. Thus, conducting an internal audit led by an expert professional in the same helps you prevent any penalties or litigation due to incompliance with laws and regulations.

Assurance services provide an opinion on the financial health of the company. This helps improve the company’s performance and ensure sustainability and long-term growth.

Although QuickBooks consulting services can help you with legal compliance, they cannot guarantee compliance. Moreover, they cannot conduct up-to-the-mark audits and provide assurance services.

  1. Business process automation

QuickBooks consulting services can help you use tools that automate tedious tasks or reduce the overall effort and time spent on them. However, they cannot automate operations on a significant level, nor can they help you with business process automation.

Business process automation requires financial technology and software that a QuickBooks accountant generally does not have access to. Therefore, do not expect a QuickBooks ProAdvisor to automate the financial operations when you outsource the accounting operations to them.

Outsource QuickBooks Consulting Services

The above blog enlists what you should and expect from QuickBooks consulting services. You will see that although QuickBooks consultants have a few shortcomings, they are the perfect partner for the growth of your small business.

However, when you start looking for the right QuickBooks consulting services, you might see many options over the internet.

Not all service providers are reliable; therefore, you should take great caution in selecting the right partner, paying them, and trusting them with your company data. We wish to help you here.

We offer a free trial of QuickBooks consulting services for small businesses. When you feel like we are the right firm to assist you with QuickBooks accounting, you can choose from our plans and customize them as per your requirements. Dial +1(800) 580-5375 now and connect to an accountant for a free consultation.

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