QuickBooks ProAdvisor

When you have a QuickBooks Certified ProAdvisor on your team, you have someone that is well-versed in accounting and bookkeeping services. They can simply act as an outsourced accounting department for your small and/or medium-sized businesses.

Here’s a short list of some of their capabilities and the benefits they bring:

• Invoicing customers
• Reconciling your accounts
• Paying bills
• Set up and customization of your QuickBooks software
• Troubleshoot technical issues or customizations
• Answer any technical questions
• They receive discounts on QuickBook products that can be extended to clients
• Notified first of new products and updates

These professionals are your one-stop shop for exceptional bookkeeping and/or accounting needs.

If your advisor is an Enrolled Agent or CPA on top of that, then you can benefit by receiving monthly/quarterly book preparations and tax returns. This way you can finally plan well with the same individual for tax season. Your worries will diminish knowing that these particular advisors ensure compliance with all IRS code too.

A QuickBooks ProAdvisor is a person, typically a CPA or a business consultant, who completed the course, took the test and became certified in QuickBooks. There are different types of certifications one can apply for, including QuickBooks Online, QuickBooks Point of Sale, QuickBooks Enterprise, etc. And there are different levels of knowledge too, with advanced being the highest. Someone who holds an Advanced certification in QuickBooks is knowledgeable in all the ins and outs of this software.

QuickBooks ProAdvisors help business owners and their accountants get the most out of QuickBooks by:

• Helping you choose the right version of software for your business.
• Setting up QuickBooks properly, creating or importing the company file and completing the chart of accounts.
• Customizing QuickBooks to the unique needs of your business.
• Training your employees on what they need to know about QuickBooks in their role.
• Cleaning up your QuickBooks installation and company file to reduce size and eliminate clutter.
• Generating relevant financial reports to keep a pulse on your data.
• Consulting on how to use QuickBooks to grow and improve your business.

Think about it: if you want to learn how to use QuickBooks for your business, or expand your existing knowledge, a QuickBooks ProAdvisor is the closest thing to learning from QuickBooks directly. Reading blogs or watching online instructional videos can be helpful to an extent, but this information is often rehashed and filtered through multiple sources. With a QuickBooks ProAdvisor you get straightforward advice and information that is accurate, up to date and answers your questions. So to answer your questions, if you want to become a QuickBooks power-user, there is no one better than a QuickBooks ProAdvisor to teach you.

• Certified ProAdvisors help businesses customize QuickBooks for their unique needs and help them maximize their efficiency in using the software. They can help you save substantial amounts of time in setting up QuickBooks and providing helpful tips and tricks. ProAdvisors are also a great resource if you run into difficulties with QuickBooks, since they have direct access to high-level support.
• They’re certified by Intuit. Many are accounting and tax experts.
• Their expertise is in helping small businesses learn, use, and customize QuickBooks for their specific needs.
• They have direct access to high-level technical support.
• Many businesses are even more satisfied with QuickBooks after working with a Certified QuickBooks ProAdvisor, and regard them as a valuable investment.