What Is a QuickBooks ProAdvisor and How Can They Help Your Business?

A QuickBooks® ProAdvisor Gives Your Business an Advantage

quickbooks proadvisor certification

Benefits of Working With a QuickBooks® ProAdvisor

After using QuickBooks® just once, it’s easy to see why this accounting software is used by so many businesses. One of its most appreciated features is its well-designed user interface, which makes the platform accessible to a wide range of people, even those who aren’t accountants or bookkeepers.

However, when you dive deeply into QuickBooks®, you’ll discover that it offers a robust array of features and functions that go well beyond the basics. Working with an expert in the software, a QuickBooks® ProAdvisor, is one of the best ways to truly understand and capitalize on everything it can do.

Not only can a ProAdvisor guide you on selecting the best version of QuickBooks® for your business, but they can also show you how to set up QuickBooks® and ensure it’s set up properly, train your team to use QuickBooks® efficiently, and interpret financial metrics to help you manage the financial health of your business. Working with a QuickBooks® ProAdvisor offers similar benefits to what you expect from an executive consultant: objective, informed, expert guidance.

At Accounting Meister, our QuickBooks® ProAdvisor credentials include Desktop, Online, Enterprise, and Point of Sale, in addition to other accounting industry credentials such as CPA and CB (certified bookkeeper) certifications. We provide accounting services, training, and tutorials, with a focus on QuickBooks®. Contact us today to learn more about what we do and how we can help improve your business finances.

How Does Someone Become a QuickBooks® ProAdvisor?

A QuickBooks® ProAdvisor has demonstrated that they have a detailed understanding of the software and how to use it. Typically, QuickBooks® ProAdvisors are professionals like a CPA (certified public accountant), CB (certified bookkeeper), CPB (certified public bookkeeper), or business consultant. To obtain ProAdvisor certification, individuals receive extensive training on QuickBooks® and must pass a test from Intuit, the maker of the software. Yearly re-certification is required afterward to ensure all QuickBooks® ProAdvisors stay current with their knowledge.

Types of QuickBooks® ProAdvisor Certifications

QuickBooks® provides ProAdvisor certification for:

  • QuickBooks® Online
  • QuickBooks® Advanced Online
  • QuickBooks® Desktop
  • QuickBooks® Advanced Desktop
  • QuickBooks® Desktop Enterprise
  • QuickBooks® Point of Sale
  • QuickBooks® Online Payroll

Once a professional has received certification, they can display the Intuit QuickBooks® ProAdvisor badge.

Accounting Meister’s ProAdvisor badges include:

Accounting Meister holds ProAdvisor and Advanced ProAdvisor certifications from QuickBooks.

This means that we have been certified by QuickBooks® to advise and support clients in:

  • QuickBooks® Desktop
  • QuickBooks® Advanced Desktop
  • QuickBooks® Online
  • QuickBooks® Advanced Online
  • QuickBooks® Enterprise
  • QuickBooks® Point of Sale

Why Should I Hire a QuickBooks® ProAdvisor?

Hiring a QuickBooks® ProAdvisor helps you make the best use of your QuickBooks® software. First, your ProAdvisor can help answer your question, “What can QuickBooks® do for me.” Next, a ProAdvisor will ensure you’re using the best software version for your business, and they’ll ensure it’s configured correctly. A ProAdvisor will also customize the software to your business to make sure it works seamlessly for you, and they’ll assist with all aspects of implementing and using QuickBooks®, including syncing bank and credit card accounts.

At Accounting Meister, we can help you and your team learn the software and use QuickBooks® to its full capacity.

Get Insight Into Your Business Finances

When you use QuickBooks®, it becomes the repository of your financial data, and the patterns that data reveals can provide valuable insights into the financial health of your business. A ProAdvisor is a certified QuickBooks® consultant who can analyze trends and key indicators to identify ways to improve your accounting processes and procedures, identify opportunities you may be missing, create forecasts, and make smart plans for growth.

Train Your Accounting Staff

Consistency and adherence to best practices are critical for accurate accounting, which is why it’s so important to provide thorough training to your accounting or bookkeeping team. A QuickBooks® ProAdvisor is the ideal person for this task. ProAdvisors possess extensive knowledge of QuickBooks® software and accounting. At Accounting Meister, we also have extensive experience providing training and tutoring, so we’re uniquely qualified to help get your team up to speed quickly. Contact us to learn more.

Be Ready for Tax Time

Do you cringe when you know tax season is approaching? For many small business owners, this annual occurrence is the source of much stress, but it doesn’t have to be. When you work with a ProAdvisor, you get the advantage of their in-depth knowledge of tax laws and regulations. Additionally, if you’ve had to scramble to locate essential information for your taxes, a ProAdvisor can make sure your systems are set up to gather the necessary information throughout the year, so you never face that problem again.

Get the Most Out of Your Accounting Software

At one time, bookkeeping and accounting required hours of meticulous, hand-written work, but today QuickBooks® has harnessed modern computers and the Internet to transform these functions. A QuickBooks® ProAdvisor has devoted many hours to learning the intricacies of QuickBooks® software, and they understand how to maximize your use of it and tailor it to your needs.

When you work with a QuickBooks® ProAdvisor, you can take advantage of their dual knowledge base of accounting and technology. ProAdvisors are the first to hear about software updates, and they even get a discount on products. These experts are tuned in to anything that may affect your QuickBooks® installation and will keep you informed on upcoming changes, so you’re not left with any unwelcome surprises.

How to Find a QuickBooks® ProAdvisor

Intuit’s website provides a search service by city or zip code for QuickBooks® ProAdvisors, but you can also reach out to Accounting Meister for help with your QuickBooks® ProAdvisor needs. When you work with us, you can count on individualized services from a small company that understands the importance of well-kept financial books and records.

At Accounting Meister, we offer a host of services for all your accounting and bookkeeping needs. We can assist you with any questions you have about QuickBooks®, and we provide training, tutoring, and consulting. When you need a QuickBooks® certified bookkeeper or accountant, Accounting Meister can help. Contact us today to learn more about our services, or schedule an initial consultation.

Avatar for Scott Meister, CPA

Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on scottmeister.teachable.com. Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale