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.