Tips for Hiring a QuickBooks Advisor in Mount Dora, FL

September 22, 2017

Does your small business uses QuickBooks for managing and tracking finances? If you aren’t working with a QuickBooks advisor, you’re likely not getting the most bang for your buck. Hiring a QuickBooks advisor in Mount Dora, FL can help you get the most out of your software leading to business growth and increased profits.

There are some things you should consider when selecting a Mount Dora QuickBooks advisor though. Not all advisors are created equal. Here are some tips for selecting the best QuickBooks advisor for your business:

Not All Accountants are Equal

Not all accountants will have the same skillsets. Where some may be really good at preparing taxes for their clients, others will have a more in-depth experience in using QuickBooks. You should find a Mount Dora, FL accountant who knows how to utilize QuickBooks in a way that helps you run a better business.

A good accountant will be able to do much more than just prepare your taxes using QuickBooks. They should be able to interpret trends and reports to help you run your business more efficiently, therefore increasing your profits.

Certification Matters

There are three certifications associated with QuickBooks advisors:

1. QuickBooks ProAdvisor
2. Certified QuickBooks ProAdvisor
3. Advanced Certified QuickBooks ProAdvisor

So what do these titles mean?

A QuickBooks ProAdvisor certification means the accountant paid the creators of QuickBooks for the title of ProAdvisor. In this case, the accountant did not have to pass training for the certification.

A Certified QuickBooks ProAdvisor certification is obtained by passing a test administered by Intuit (the creator of QuickBooks). At the bare minimum, it’s good to know your accountant has obtained this certification through a test administered by QuickBooks.

The third and highest certification, Advanced Certified QuickBooks ProAdvisor means the accountant has passed several tests and is fluent in all things QuickBooks. Ideally, you want to have access to a local accountant with this level of certification for help with your QuickBooks.

Looking for a Mount Dora Advanced Certified QuickBooks ProAdvisor? Here at Relate CPA we’ve passed all the tests and continue to ensure we have in-depth training of this software in order to help you succeed.

Finding a Fit that Works for You

In addition to finding a Mount Dora QuickBooks advisor who is knowledgeable, you’ll also want to make sure to find one you can relate to. It is great to partner with an experienced advisor, but if they are unrelatable or cannot train well, it will do you no good. Financial analysis can be confusing and complicated, that’s why it’s best to seek out someone who has experience in Mount Dora QuickBooks training and implementation.

If you are in search of a QuickBooks advisor in Mount Dora, Florida, give Relate CPA a try. Here at Relate CPA, we have years of experience and certifications in QuickBooks and would love to meet with you to see if we are the right fit for your business!