You know about QuickBooks accounting software. But what is a QuickBooks consultant? And how can a QuickBooks consultant help you?
A QuickBooks consultant often referred to as a QuickBooks ProAdvisor, bridges the gap between accounting and technology. You’re able to tap into the full capabilities of your QuickBooks software, but more importantly, you’re able to focus your valuable (and often limited) time on running your business.
A QuickBooks ProAdvisor can:
- Help you choose which QuickBooks version is right for you.
- Answer your immediate questions about QuickBooks as you think of them.
- Help you understand how to use the QuickBooks application you have.
- Train you on QuickBooks functionalities that give you the information you need to plan your business decisions.
- Customize reports, such as profit and loss reports and statement of cash flow reports, among others to meet your needs.
- Review business processes
- Integrate QuickBooks Apps
How you leverage a QuickBooks consultant is up to you, whether it’s the initial setup, cleanup, or you need temporary or ongoing support and training.
Typical Services Offered by a QuickBooks Consultant
Typical QuickBooks consultant services include QuickBooks setup and cleanup.
QuickBooks Setup Services
Setup is just what it sounds like — the QuickBooks consultant will help you get your QuickBooks program up and running so that you can use it for your business.
Setup includes creating, labeling, and organizing categories to make them ready for later data input. You can do this yourself. However, having a consultant to guide you through the process (or do it for you!) reduces the time you have to spend on setup — and the headaches that go along with it.
QuickBooks Cleanup Services
A QuickBooks consultant might suggest cleanup services once you are already using the software. Cleanup entails going through client records to ensure all records tracked in QuickBooks are, in fact, accurately tracked and categorized there.
If you have a bookkeeper work on your records regularly, cleanup should be a relatively easy quarterly or yearly double-check to find any records that may have slipped through the cracks.
If you have never had anyone do regular bookkeeping for your business, cleanup could be an intense job requiring entry of shoeboxes full of paper receipts and other records that somehow never made it into Quickbooks (no need to be ashamed; most of us have been there at some point). Businesses that have not been diligent about record-keeping might find themselves in need of this more intensive sort of Quickbooks cleanup when they need to produce financial statements or prepare tax records.
QuickBooks Consulting Services Offered by MISSION Accounting
At MISSION Accounting, our team of QuickBooks ProAdvisors offer QuickBooks consulting services.
Our services include:
- Helping businesses, like yours, find the best QuickBooks version
- Training business owners or team members to use their current QuickBooks version
- Creating custom reports to meet a business’s unique needs
- Advising on and integrating QuickBooks apps
- And, being an ongoing support hotline, if needed.
When you buy QuickBooks products, you have access to Intuit support, the company that makes QuickBooks. Our clients sometimes find, though, that they can get their problem solved, and their questions answered faster if they skip Intuit support and call us instead.
With QuickBooks implementations across many industries and trades, we specialize in accounting for many types of businesses and industries, including:
- QuickBooks for eCommerce
- QuickBooks for Manufacturing
- QuickBooks for nonprofits
- QuickBooks for clubs and associations
If your business is online, you may want to read our article on the Top Challenges E-Commerce Businesses Have with QuickBooks.
QuickBooks Setup and Cleanup Services
We offer complete QuickBooks setup, installation and integration along with cleanup services.
We understand that sometimes you may need cleanup services on a big job with a fast turnaround. When that happens, we have people on staff and can bring on additional people, if required, to complete your project on time.
Our clients love our commitment to getting the job done. Because Mission Accounting Help is not a solo operation when you call us, you are getting a “deep bench” of qualified people.
We feel that QuickBooks training is another vital part of providing QuickBooks consulting services. We cultivate trainers who know their stuff and are good at explaining it. We specifically look for teaching ability when we bring on new QuickBooks trainers.
While there are not many industry certifications to help you vet QuickBooks consultants, Intuit does offer a “ProAdvisor” certification. According to Intuit, ProAdvisors are “… QuickBooks certified independent accounting pro[s] who can provide strategic insights to drive small business success.” You can also look at the consultant’s education, experience, and track record with previous clients.
Bernard Roesch, Mission Accounting Help’s founder, is a QuickBooks ProAdvisor certified expert in QuickBooks Online, QuickBooks Desktop (ADVANCED), QuickBooks Enterprise, and QuickBooks Point of Sale. He also has an MBA from Harvard and over 20 years of business consulting experience.
With the combination of his business acumen, QuickBooks specialty knowledge, and years of experience, Bernard is one of those few individuals who can help you understand how to use accounting software to get a good picture of where you are and to forecast how to get where you want to go. He listens to each client. He provides individualized advice and offers individualized services.
Not sure what QuickBooks Software to buy? MISSION Accounting’s expert team of accountants can help.
More About Mission Accounting Help
Mission Accounting Help operates as a team, and Bernard chooses team members based on their abilities. Everyone on the team brings their expertise, and some of the team members also have QuickBooks ProAdvisor certifications! Our team-based approach means that you have our collective knowledge and experience at your disposal.
Bernard founded Mission Accounting Help specifically to help business owners with their Quickbooks needs. Since that time, Mission Accounting Help’s mission has grown to include services designed to help business owners understand their numbers better; when business owners understand their numbers, they are better prepared to plan for the future. If you would like to know more about any of Mission Accounting Help’s services, give us a call!