How Can I Find a QuickBooks Consultant?

QuickBooks is the most popular accounting and business management software out there. While it’s easy to use for small businesses, the system can take some time to set up, and it gets more complex for firms that have multiple employees, inventory, and a lot of different clients. If you’ve googled “QuickBooks consultant near me,” it’s likely that you’re looking for someone to help you manage the software and optimize your company’s finances.

There are countless QuickBooks specialists in your area, but to minimize your business costs, you should choose one who is also an experienced certified public accountant. That way, you can use the same person for your taxes. Today, we’ll have a closer look at how to find a high-quality QuickBooks consultant and what kinds of services you can expect them to perform for you.

How Can I Find a QuickBooks Consultant Near Me?

The easiest way to find a good QuickBooks consultant in your area is to have a look at the websites of local accountants. You should look for someone who has a good accounting certification, has been working for several years, and who specializes in helping customers set up and manage their QuickBooks software.

Once you’ve found a professional who could be suitable, the next step is to reach out to them directly and find out more about their business. During the initial phone or in-person consultation, you can determine whether the accountant is friendly and professional. You can also discover if their services are what you’re looking for and if their billing system is fair.

Selecting the Best Consultant Possible

There are many certified public accountants in your area, and several of them might specialize in QuickBooks. So, how can you find the best consultant, who will be able to expertly handle your business finances without charging too much? The answer is that you should pay careful attention to the accountant’s qualification and experience and to how they interact with you during the initial consultation.

To find out more, you could also browse through the client testimonials or the online reviews, which can tell you more about what other people thought of the consultant’s services. If the vast majority of past or current clients are happy with the service, it’s likely that you will also have a good experience.

A Well-Qualified Accountant

There are many QuickBooks ProAdvisors who aren’t qualified CPAs but instead general accountants or business advisors. While such professionals can help you to manage your company’s finances and your QuickBooks account, you might need to hire another person during tax season. This can be a hassle, so it’s often better to work with someone who is fully qualified from the start.

Mrs. Coakley is both a certified public accountant and a certified management accountant, and she has been working in her field for over 20 years. This means that she is uniquely positioned to help you prepare your taxes, analyze and manage your finances, and make important financial decisions related to your company. She can work with small, medium-sized, and larger businesses.

Friendly Service

While you might need to work more closely with your QuickBooks consultant when setting up your account and during tax time, they are there to support you year-round, and in many cases, they work closely with your key employees. For this reason, you have to make sure that the accountant provides friendly service and is easy to work with.

A key component of this is communication. During the initial consultation or your conversations on the phone, you should pay close attention to how they communicate with you. Are they always friendly, and do you enjoy speaking to them? Do they answer your questions in a simple and clear manner? If so, it’s likely that the accountant will be easy to work with and that you will have a good experience with them.


Another key element to consider is how professional an accounting firm is. Before you hire your QuickBooks consultant, ask them about the extent of the services they offer and the pricing options. Then, you can decide whether this is right for you and compare them to others in your area to see whether they are in line with the industry standard.

You should also consider how easy it will be to work with the firm. Check their opening times to see whether they align with the times your firm is in operation. When you first get in touch with the accountant, pay close attention to how quickly they respond to your query. You should select someone who consistently gets back to you within a few business days, so you won’t be stuck if you ever have an urgent question. 


What Does a QuickBooks Consultant Help Me With?

If you’ve googled “QuickBooks consultant near me,” it’s likely that you need help with your company finances, your accounting, or the setup of your QuickBooks account. Your CPA can help you with all of these issues and more. They will show you how to best track your income and expenses, prepare your taxes for you, and set up a simple billing system for your company.

Customizing Your QuickBooks Software

Countless businesses have selected QuickBooks as their accounting and financial management software because it’s easy to use, and it saves a lot of time. However, if you and your employees have never worked with it before, it can be challenging to set up. There are many functions, but depending on the type of business you run, you won’t need to use all of them.

Your accountant can help you choose which type of QuickBooks software you need. There is an online version, but you can also buy QuickBooks Desktop, QuickBooks Self-Employed, or QuickBooks for Mac. Then, the consultant will enter your business’s information and customize the settings, so you can easily track your income and expenses and manage your billing system.

Tracking Your Income and Expenses

One of the key functions of QuickBooks is tracking your income and expenses. While small business owners are often excellent at producing their products or performing their services, they sometimes have trouble keeping on top of the financials of their company. With QuickBooks, you can create invoices, which you either print out or share with your customers online. Every time you do this, the software saves the amount, so you can see how much you’re earning.

You can also keep track of your overdue bills, which is very useful because it allows you to remind your customers of their payments. What’s more, QuickBooks encourages you to track your business expenses. That way, you’ll know if you have any upcoming bills, and you won’t have any trouble during tax season because you’ll have evidence of how much you made and how much you spent throughout the year.

Preparing Your Taxes

As mentioned, it’s always best to hire a QuickBooks consultant who is also a CPA because they can help you prepare your taxes as well as manage your QuickBooks account. At the end of the year, you can ask your accountant to compile all the data you’ve been collecting and file your taxes for you. Because you’ll have used intuitive software for the entire year, putting together your return won’t take a long time or cost you a lot.

Creating Financial Statements

When you want to take out a loan or lease some of your business equipment, you have to prove that your company is profitable and that you will be able to pay back the money. Your QuickBooks consultant can show you how to create a variety of financial statements with the software, including a profit and loss report, a balance sheet, and a statement of cash flow.

These can show potential lenders how profitable your company currently is, what assets and liabilities you have, what your net worth is, and what your cash inflows and outflows are. Because you’ll already have all the information you need on QuickBooks, you won’t have to pay your accountant to compile it. Instead, they can simply put it together within the software.

Setting Up a Simple Billing System and Track Employee Hours

Nowadays, almost every business has customers who want to pay online. Your accountant can set up QuickBooks Payments for you, which allows your customers to pay their invoices directly from the email they received them. This makes it more likely that you’ll receive your money on time.

In addition to simplifying the process for your customers, QuickBooks can also help you manage your employees more easily. With the help of the system, you can track their time and expenses. If you get an extension pack, you can even pay your employees and complete payroll tax through QuickBooks.

Business owners who are searching for a “QuickBooks consultant near me” should start by scanning the websites of local accountants and then reach out to suitable ones and book an initial consultation. That way, they can get a better idea of how the CPA operates and whether they are a good fit. Call us now at Oyinka M. Coakley to find out more.