What Exactly is a QuickBooks ProAdvisor?

Almost everyone can benefit from an accountant or bookkeeper to help keep their finances straight. But if you run a small business, then you need someone can do more than balance the books. You need someone who has insights into what it means to be a small business.

Almost 75% of small businesses use QuickBooks software to manage their finances. But they don’t all realize that the business insights they need can be found right under their noses.

A QuickBooks ProAdvisor offers both services in one. In addition to helping you with QuickBooks products, accounting, and taxes, they provide strategic insights into your finances. They’re as invested in the businesses they work with as the business owners are.

What is a QuickBooks ProAdvisor exactly, and where can you find one? Here’s what you need to know.

What Does a QuickBooks ProAdvisor Do?

A QuickBooks ProAdvisor is an independent professional who sought out the QuickBooks program certification. They have intensive training in areas like:

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

The training prepares them to do things like help set-up and customize accounts, teach clients new features, help them troubleshoot, and more.

What makes a ProAdvisor different from a helpdesk, is the advice they give to their clients. They use their skills to provide expert, custom advice to each and every client in ways that go beyond accounting information. They find areas of strategic growth or places where you’re losing money, and they share them with their clients.

In other words, a QuickBooks ProAdvisor crunches the numbers and makes sense of them. They leave business owners free to do what they love and give them the strategy needed to make their dreams happen.

Are QuickBooks ProAdvisors Accountants?

Not all ProAdvisors are accountants or bookkeepers, but most are. The certification is a way for professionals already working in the field to set themselves apart from the crowd.

Either way, you need to ask about their background to see just what kind of services they offer.

What Training Do ProAdvisors Get?

QuickBooks ProAdvisor training doesn’t focus on accounting or bookkeeping principles, at least not directly. Instead, the certification training requires a deep-dive into QuickBooks products. To pass each of the 4-hour long exams, each applicant will need to spend 12-16 hours studying (per exam).

A ProAdvisor can study four certifications, which include:

  • QuickBooks Pro/Premier
  • QuickBooks Online
  • QuickBooks POS
  • QuickBooks Enterprise Solutions

Are you an accountant considering seeking a higher certification? The process (including study materials and exams) is completely free.

Why Should You Hire a QuickBooks ProAdvisor?

QuickBooks ProAdvisors come with a lot of benefits that you simply can’t get by trying to DIY your finances.

First and foremost, they set up your QuickBooks software for you, which eliminates the need to force your way up the steep learning curve. They can deal with account problems, troubleshoot other issues, and optimize your software. It leaves you free to focus on the big picture items. Plus, they’re still around for maintenance later. It’s one less headache for you.

Another important ProAdvisor function is tax advice. They need to stay up to date on state and federal tax laws. Although big tax code overhauls are rare, there are little things that change all the time. For example, thresholds grow or drop, which can directly impact your business’s finances. There may be deductions you can receive for the first time or credits you miss out on due to small changes.

The biggest selling point is the financial insight. But what does that look like?

How QuickBooks ProAdvisors Provide Business Strategy

ProAdvisors aren’t strategic or management consultants, but they do provide a different kind of advice.

They use the data available to them to get well acquainted with all the financial details of your business. They use structures, patterns, and planning to provide you with advice that you may not see or have time to find yourself.

In addition to using the data from your business, they compare your business with accounting trends. They rank your position in comparison to your best performing competition and provide you with insights.

The actionable insights offered by ProAdvisors not only help you make better day-to-day decisions but they help you grow. What’s more, they’re there as you make changes and can evaluate risks as you negotiate new landscapes rather. By using a ProAdvisor, you can benefit from advice for right now rather than relying on hindsight.

How to Find a QuickBooks ProAdvisor

Finding a QuickBooks ProAdvisor is easy. One of the reasons the certification is attractive is all the marketing available to those who pass the tests. You can find a ProAdvisor usings QuickBook’s website. All you need to do is select the type of advisor you most need and enter your location. You’ll get a full list of the available professionals in your area.

Could You Benefit from a ProAdvisor’s Services?

A QuickBooks ProAdvisor does more than help you set up your QuickBooks service or troubleshoot your account. They help you make sense of the numbers on the screen and provide insight that can protect and even help grow your business.

If you use QuickBooks and you’re finding it stressful or don’t feel you have time to make the most of it, then a ProAdvisor can help. They’re easy to find, simple to hire, and you might find they’re your best ally and biggest cheerleader.

Are you looking for more advice? Read through our Business archive for more great content.