Question 1

What should I look for in a QuickBooks expert's portfolio?

Accepted Answer

Check their past projects and see if they have worked with businesses like yours. Look for examples of financial reports, budget management, and tax preparation. A good QuickBooks expert should have clear examples of helping other clients with their finances.

Question 2

How can I ensure the QuickBooks expert understands my business needs?

Accepted Answer

Discuss your business type and financial goals in detail. Ask if they have worked with similar businesses before. Clear communication about your expectations will help them tailor their services to your needs.

Question 3

What initial information should I provide to a QuickBooks expert?

Accepted Answer

Share your current financial system, any past financial issues, and your specific objectives. Provide them with access to necessary documents and accounts. The more information they have, the better they can assist you.

Question 4

What deliverables should I expect from a QuickBooks expert?

Accepted Answer

Look for detailed financial statements, expense reports, and tax documents. They should also offer insights into your financial health. Make sure these deliverables are agreed upon before the project begins.

Question 5

How do I confirm the timeline and milestones for QuickBooks tasks?

Accepted Answer

Set clear deadlines for each task and review the timeline together. Check if they have a process for regular check-ins or updates. Ensuring everyone is on the same page will keep the project on track.

Question 6

How do I determine if a QuickBooks expert has the right certifications?

Accepted Answer

Ask if they are a certified QuickBooks ProAdvisor or have similar qualifications. A certification means they know how to use QuickBooks effectively. This can give you confidence in their skills.

Question 7

What steps can I take to ensure a smooth start to the project?

Accepted Answer

Make sure to have a kickoff meeting to discuss all project details. Provide them with any necessary resources and information up front. Setting the stage properly can help in a seamless project start.

Question 8

How can I verify a QuickBooks expert's technical skills?

Accepted Answer

Ask for client testimonials or case studies that highlight their technical abilities. You can also inquire about their problem-solving experience with complex financial scenarios. This will help you gauge their capability to handle your financial management.

Question 9

What communication plan should be in place with a QuickBooks expert?

Accepted Answer

Agree on how often and through which method (email, calls) you’ll communicate. Regular updates keep you informed and help address issues as they arise. A stable plan ensures everything is covered as the project progresses.

Question 10

How can I evaluate a QuickBooks expert’s past performance?

Accepted Answer

Look for reviews or references from previous clients. Past client feedback can provide insights into their reliability and effectiveness. It's a way to assure they can deliver results as promised.

Best Quickbooks freelancers to hire in 2025

Looking to hire Quickbooks freelancers for your next project? Browse the world’s best Quickbooks freelancers on Contra.

Trusted by 50K+ teams from creative agencies to high growth tech companies

People also hire

Explore Quickbooks projects on Contra

Top services from Quickbooks freelancers on Contra

How clients are hiring Quickbooks freelancers

Top locations for Quickbooks freelancers

Quickbooks freelancers near you

FAQs