What is a QuickBooks ProAdvisor?

quickbooks proadvisor

QuickBooks also offers a QuickBooks Pro Advanced certification that includes passing the basic certification three years in a row, completing ten additional modules, and passing the advanced exam. ProAdvisors can help you figure out what solution is best for you and get you off the ground and running with your new software.

quickbooks proadvisor

ProAdvisor Preferred Pricing will apply to subscriptions you add, upgrade, or downgrade through QuickBooks Online Accountant on or after July 15, 2021. You are our valued partner, and we are reaching out to provide advance notice of upcoming pricing and promotional changes. On June 1, 2021, we sent the following email to ProAdvisors® quickbooks proadvisor regarding the upcoming price changes and the introduction of the ProAdvisor Preferred Pricing program. Finally, if you have any other ideal qualifications, such as industry knowledge or location, you should decide this upfront. Some advisors have industry specialties like construction, medical, or real estate.

How to Find a QuickBooks ProAdvisor in 5 Quick Steps

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. When you’re a business owner, your finances are critical for survival. Being an entrepreneur or a new small business owner typically means that you are the bookkeeper for some time. You don’t want to mess around and just hire the cheapest person you can find. These are your finances they’ll be dealing with, so you want them to be exceptionally equipped and knowledgeable without breaking your budget. The answer is that you will want to find someone that is a QuickBooks Certified ProAdvisor.

  • Showcase your services to a vast, diverse network of potential clients.
  • Try another search query or take our salary survey to get a personalized salary report for your job title.
  • A QuickBooks ProAdvisor is considered an expert in providing training and coaching to the accounting team about the correct usage and maintenance of QuickBooks accounting software.
  • Knowing this information, our clients are better able to make more informed, knowledgeable decisions about their company’s finances, which is our ultimate goal.
  • We are still in the process of changing our system and at the same time I have recommended some of my customers contact Tarrah.
  • Our Certified QuickBooks ProAdvisors provide guidance from the installation and initial setup of your QuickBooks accounting software to periodic review of your data files and ongoing support services.
  • One way to get your small business questions answered is by consulting a QuickBooks ProAdvisor.

Integra is dedicated to helping your business get the most out of QuickBooks with our consulting and management services. Our QuickBooks ProAdvisors will work with you on the desktop or online versions.

Other Places To Find a QuickBooks ProAdvisor

However, whether you use Intuit’s website or not, note that not all ProAdvisors are the same. You have to meticulously do your research and choose carefully so that you’ll be able to find a https://www.bookstime.com/ who can provide the support that your business needs. Local Small Business Development Centers are funded by the Small Business Administration to assist small business owners at various stages of their business. SBDC offers one-on-one counseling with Business Advisors, free of charge. Not all SBDC business advisors are QuickBooks ProAdvisors, but once you tell a representative that you need help with QuickBooks, they’ll assign someone with the experience and knowledge to assist you. After you come to an agreement on price, you should ask the QuickBooks ProAdvisor for a couple of references from either their current or past clients before you commit. You can contact these references to learn more about their experience with the ProAdvisor.

  • With expert bookkeepers who are reliable, caring, and resourceful, you can trust our team.
  • With our QuickBooks ProAdvisor Services, you can make the most of your financial data tracking systems.
  • If your advisor is a CPA on top of that, then you can benefit by receiving monthly/quarterly book preparations and tax returns.
  • I contacted Fourlane about QuickBooks POS. We needed some assistance with having our inventory program work with QuickBooks POS. Tarrah was helpful in this matter.
  • We held two live Q&A events with QuickBooks leaders to address top questions about these changes, our products, and our vision for supporting accounting professionals.
  • Craig Kershaw of The CFO Source is a certified QuickBooks ProAdvisor with years of experience in accounting, taxes and bookkeeping.

There are many benefits that come with being a Certified QuickBooks ProAdvisor, including valuable knowledge of the most popular small business accounting software. In addition to discounts on products and services and dedicated telephone and chat support, you’re added to the Find a ProAdvisor online directory listing. This allows you to connect with potential clients, build your client list, and earn their trust.


They never really seek out clients in a ProAdvisor capacity, that’s why a lot of them remove themselves from the ProAdvisor Directory. I am just saying that it is a clear indication of what a ‘great deal’ these bundles are for everyone who does support Desktop QuickBooks clients. Intuit® provides you with advance notice of upcoming price increases so you can be in-the-know before your clients. In this instance, we are informing you of price changes on June 1, and will be informing small business customers who pay for their own subscriptions on July 1.

There are a variety of QuickBooks ProAdvisor meetup groups that take place around the United States—both remote and in-person. You can visit the Meetup website and search the keyword “QuickBooks” to see if there’s a group in your area. If you find a group, you can reach out to the organizer and explain that you’re looking for a QuickBooks expert within the group. LinkedIn is a professional networking website that’s also a terrific resource for referrals.

QuickBooks 2022 Changes – Part 2: ProAdvisor Pricing Changes

Also, ask about how they prefer to work, how they bill their clients, what apps they use, how they rectify errors, and what their desired communication style is. Considering their responses carefully will help you to determine if they are a good fit for your business. This will give you access to all training materials to help you prepare for and pass the certification exam. Performance evaluations based on specific parameters from the accounting expert can save you both money and time.

How do I access my ProAdvisor profile?

You can view the public version of your ProAdvisor profile from the Find-a-ProAdvisor website. Viewing your own profile on the website can be useful if you need to give a client a direct link to your profile. You can also check how you rank within your area.

The business owners can tailor their company’s objectives according to the changed laws brought and reviewed by the specialist. There will be no changes to the discounts or child-account prices on multi-company bundles purchased before July 15, 2021. At the end of the 5-year term, child accounts will increase from $5 each to 50% off the then-current price of QuickBooks Online Plus as the legacy wholesale discount will apply.

What Our Clients Say…

We held two live Q&A events with QuickBooks leaders to address top questions about these changes, our products, and our vision for supporting accounting professionals. We’ve also heard how important it is for you to have quality support when you need it. These changes will enable additional improvements to how we support you. Craig Kershaw of The CFO Source is a certified QuickBooks ProAdvisor with years of experience in accounting, taxes and bookkeeping. So if you live in Halethorpe, MD or surrounding areas, feel free to get in touch with us!

An advisor can take a look at your financial reporting and business model to create a workflow that’s right for you. In other words, they’ll help you customize your QuickBooks setup to your business so you can spend less time on your books.

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