My Bookkeeper is [email protected]

What is a QuickBooks ProAdvisor?

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.

What Does a QuickBooks ProAdvisor Do?

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.