How to hire Quicken specialists
Looking to get your personal finances on track? A Quicken specialist can help.
So how do you hire Quicken specialists? What follows are some tips for finding top Quicken specialists on Upwork.
How to shortlist Quicken professionals
As you’re browsing available Quicken consultants, it can be helpful to develop a shortlist of the contractors you may want to interview. You can screen profiles on criteria such as:
- Accounting. Screen candidates for specialized accounting expertise such as tracking and managing an investment portfolio.
- Project experience. Screen candidate profiles for specific skills and experience (e.g., exporting Quicken data to QuickBooks).
- Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular Quicken specialist.
How to write an effective Quicken job post
With a clear picture of your ideal Quicken specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.
An effective Quicken job post should include:
- Scope of work: From bookkeeping to budgeting, list all the deliverables you’ll need.
- Project length: Your job post should indicate whether this is a smaller or larger project.
- Background: If you prefer experience with certain accounting practices or tools, mention this here.
- Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.
Ready to get your personal finances in order? Log in and post your Quicken job on Upwork today.
QUICKEN SPECIALISTS FAQ
What is Quicken?
Quicken is a popular personal finance management tool that makes it easy to create budgets and track spending. Virtual assistants and accountants experienced with the Quicken platform can help you better manage your finances.
Here’s a quick overview of the skills you should look for in Quicken consultants:
- Accounting
- Accounts payable management
- Bookkeeping
- Administrative support
- General office skills
Why hire Quicken specialists?
The trick to finding top Quicken specialists is to identify your needs. Are you looking for a virtual assistant to help you keep track of your finances? Do you also require the services of a CPA who can use your Quicken account to help you prepare your taxes? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.
How much does it cost to hire a Quicken specialist?
Rates can vary due to many factors, including expertise and experience, location, and market conditions.
- An experienced Quicken specialist may command higher fees but also work faster, have more specialized areas of expertise, and deliver higher-quality work.
- A contractor who is still in the process of building a client base may price their Quicken services more competitively.
Which one is right for you will depend on the specifics of your project.