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Top 7 Reasons Business Owners Call a QuickBooks ProAdvisor

Why You Need A QuickBooks ProAdvisor

Based on 20+ years of being a QuickBooks ProAdvisor, here are the top 7 reasons businesses contact me for assistance. See if any of these scenarios sound like what you may be facing in your company…

ProAdvisor Advice SignpostAs a business owner, you learn through trial and error what makes your company run more smoothly and what needs to be tweaked. No matter what kind of product or service you provide, the key to success is knowing your business inside and out.

Luckily, there are a number of valuable tools to help you manage your company’s profitability. Software programs such as QuickBooks have made accounting and reporting easier than ever before. QuickBooks is so beneficial that more than 26 million businesses have incorporated the software.

Yet even great tools like QuickBooks can come with challenges. Sometimes, the range of options and applications can overwhelm and stop a business owner in their tracks. That’s why you need to have a QuickBooks ProAdvisor on your team to help you get answers, deal with issues, and get the results you desire.

Or you may have found that just having QuickBooks software isn’t enough. You might just need some training to understand how to better use this asset.

Here are the Top 7 Reasons Businesses Contact Me, a QuickBooks ProAdvisor

1. You Are New to QuickBooks and Want Help From a QuickBooks ProAdvisor

You’ve started the ball rolling. You’ve kicked your shoebox of receipts to the curb and are eager to enjoy automated record reporting. Or maybe you’ve decided to bring your accounting in-house after years of using an outside service.

The switch to QuickBooks gives you a starting place, but a QuickBooks ProAdvisor like me can help you better navigate the initial stages.

A QuickBooks ProAdvisor can tailor your accounting system to fit your unique business needs. With training, you can sidestep mishaps that can sap your energy and your time and give you false readings about the health of your business.

2. You Want to Get More out of QuickBooks

Millions of people have software programs to make their daily lives easier, but how many actually understand all the benefits they paid for? For example, if you only use the basic features of Microsoft Word or Excel, you’ll miss out on the extensive benefits those programs provide. Similarly, merely owning and installing QuickBooks won’t magically address all of your needs.

If you’re like most people, the reasons you want to get more from your QuickBooks software include:

  • You’re not an accountant or a “natural” at accounting, so you need to simplify how you gather and report on your financial transactions.
  • You’re looking for ways to use QuickBooks so you can avoid clunky spreadsheets and other time-consuming manual systems. This means you save more time and resources.
  • You’ve discovered you could use a deeper view into your business results and want to understand the reasons behind your numbers.

When faced with challenges like these, you need to know more than the basics about your QuickBooks software.

Just like a trainer can help you get more from a workout, a QuickBooks ProAdvisor can help you better tap into the accounting muscle at your fingertips.

3. You Need Job Costing Reporting

Assistance from a QuickBooks ProAdvisorThe truth is, knowing and tracking your job costs and profitability go hand-in-hand. If you don’t have a program that reflects your company’s specific needs, you may be missing the truth about job costing. The lack of those details can lead to lower profits.

Job costing should not be a last-minute attempt to justify why your profits at the end of the year were half of what you planned at the beginning of the year.

A QuickBooks professional can help set up job stage reporting for estimated and actual costs. They can also help you scale your reporting to track fixed-price, time & materials, and cost-plus job results accurately.

4. Your Numbers Aren’t Right – a QuickBooks ProAdvisor Can Help

Being able to see accurate numbers is essential to understanding where the leaks are happening in your business. For instance, what if you haven’t stayed current with reconciling bank accounts, credit cards, and loans?

If that’s the case, you are likely seeing only a portion of the picture regarding how your company is operating – and what it’s truly worth.

QuickBooks ProAdvisors like us can help you clarify numbers that may have become skewed due to a series of bookkeeping errors or a lack of understanding when it comes to reporting.

5. Your Reports Aren’t Current

Just staying ahead of the daily operational details can be daunting for a business owner. But if you don’t know exactly what’s happening as each job is underway, you won’t be able to make timely “course corrections.”

You may also be setting yourself up for a problem when it’s time to finalize your invoicing.

A QuickBooks ProAdvisor can train you and your team how to leverage QuickBooks to:

  • Prepare weekly, bi-weekly, and monthly reports
  • Help supervisors stay current on their job reviews
  • Keep your books clean and up-to-date. (And wouldn’t that be a great place to be?)

Staying current means that you know what your profitability picture looks like at any time of the year – not just at tax time.

6. You Have QuickBooks File Management Issues

QuickBooks File ManagementYour QuickBooks software helps you collect, organize, and report your data. Yet you may need to move to the next level when it comes to your QuickBooks file management. For instance:

  • Do you want to add privacy and security limitations?
  • Do you need to work from the office or the road?
  • Is your file getting quite large and running more slowly?

A QuickBooks ProAdvisor can help you ease these kinds of frustrations by providing fixes to current file management problems and by helping you avoid these issues down the road.

7. You Need to Get More Profits out of the Business

Is your company growing, but profits are shrinking?

Many business owners struggle with the challenge of creating job profitability (gross profit) that will yield a satisfying bottom line. You need to have a clear view of how to come up with the right labor costs and profit margins for jobs while you also manage your company’s overhead, operating costs, and expansion.

A QuickBooks ProAdvisor can help you peel away the layers of data and change the way you see the numbers. Simple adjustments to how you view and manage your numbers can help you convert jobs that are potential losers into winners.

And every winner contributes to your bottom line!

People Also Ask

FAQs (Frequently Asked Questions)

1. What is a QuickBooks ProAdvisor, and what do they do?

A QuickBooks ProAdvisor is a certified expert in QuickBooks software who provides consulting, training, and troubleshooting services to businesses.

2. Why should I hire a QuickBooks ProAdvisor for my business?

Hiring a QuickBooks ProAdvisor ensures you receive expert guidance regarding your accounting system tailored to your business needs, from initial setup to ongoing support and troubleshooting.

3. How can a QuickBooks ProAdvisor help me save time and money?

ProAdvisors can streamline your accounting processes, optimize QuickBooks features to fit your business, and troubleshoot issues efficiently, saving you valuable time and money.

4. What are the benefits of using QuickBooks for my business?

QuickBooks offers benefits such as easy invoicing, expense tracking, financial reporting, and integration with other business tools, enhancing overall efficiency and accuracy.

5. How do I choose the right QuickBooks ProAdvisor for my business?

Consider factors such as certification level, industry expertise, client reviews, and service offerings to find a ProAdvisor who aligns with your business needs and goals.

6. Can a QuickBooks ProAdvisor help with migrating data from another accounting system?

Yes, ProAdvisors can assist in migrating data from other accounting systems to QuickBooks, ensuring a smooth transition and data integrity.

7. What types of businesses can benefit from hiring a QuickBooks ProAdvisor?

Businesses of all sizes and industries can benefit from a ProAdvisor’s expertise, whether it’s for basic bookkeeping or advanced financial reporting and analysis.

8. How often should I consult with a QuickBooks ProAdvisor?

Regular consultations are beneficial, especially during initial setup, major software updates, tax season preparation, and when facing complex accounting issues.

9. What are some common challenges that QuickBooks ProAdvisors can help resolve?

Challenges that a QuickBooks ProAdvisor can help to resolve include software errors, reconciliation discrepancies, optimizing accounting workflow processes, and maximizing the use of QuickBooks features.

10. Where can I find more information about the benefits of hiring a QuickBooks ProAdvisor?

Additional resources and guides are available on the Build Your Numbers website.

As QuickBooks ProAdvisors, We Can Help

The final and best reason to check with a QuickBooks ProAdvisor is that you don’t have to be an accounting whiz to figure out the QuickBooks bells and whistles. Your QuickBooks ProAdvisor can help you create the ideal program that fits your business to a “T.”

To learn more about how you can use QuickBooks to streamline and enhance your business, check out our online (self-study) QuickBooks Job Costing & Management Accounting training classes.

Customer Praise For Diane Gilson, Info Plus Accounting, and BuildYourNumbers.com

⭐⭐⭐⭐⭐ From the Intuit FindAProAdvisor website:
“Diane is thorough and reliable. I appreciate her expertise in accounting in residential home building. She is very pleasant to work with and always has a positive attitude.”

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