What Can a QuickBooks ProAdvisor Do for You?
When you’re a business owner, your finances are critical for survival. Being an entrepreneur or a new small business owner typically means being the bookkeeper for some time. If you know you won’t be able to manage or have run out of time and energy to track all your finances, you need to consider hiring a bookkeeper, accountant or CPA. A knowledgeable professional can help you streamline your accounting and booking.
So, what aspects or qualities should you be looking for? What makes an exceptional bookkeeper, accountant and/or CPA? You should find someone who is a QuickBooks Certified ProAdvisor.
What Is a QuickBooks ProAdvisor?
A QuickBooks ProAdvsior is a professional who has completed training and examination and received their certification on QuickBooks from Intuit, the developer of QuickBooks. A QuickBooks Certified ProAdvisor is an accounting professional who isn’t necessarily a CPA but may be a general small business advisor or accountant. They are experts in accounting and QuickBooks systems and can guide clients on how to set up and use their QuickBooks software.
There are various certifications, including QuickBooks Point of Sale and QuickBooks Enterprise. The training also has different levels, with advanced being the highest. Each year, they must take a recertification exam that updates them on software developments.
What Does a QuickBooks ProAdvisor Do?
A QuickBooks ProAdvisor carries out various responsibilities and tasks that can help you make the most of the software, some of which include:
- Advising on software updates to ensure clients have the correct, updated version.
- Teaching clients how to use the software effectively and make the most of their money.
- Generating financial reports to stay on top of accounting, such as payroll and profit and loss.
- Offering guidance on financial aspects like investments, cash flow and debt management.
- Providing estimates before clients embark on projects based on the project’s cost and timeframe.
- Customizing software to the business’s unique needs.
What Does Working With a QuickBooks ProAdvisor Look Like?
With a QuickBooks Certified ProAdvisor, you get access to advanced knowledge of how QuickBooks works. Anyone certified in QuickBooks has studied lessons and courses to learn all the tricks and nuances of this software. They can help you troubleshoot issues such as balancing balance sheets and fixing bank feeds. They can also train you to use QuickBooks, boosting the productivity and efficiency of your departments.
What Are the Benefits of Hiring a QuickBooks Certified ProAdvisor?
A QuickBooks Certified ProAdvisor has extensive knowledge in accounting and bookkeeping services. They can act as an outsourced accounting department for small and 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
- Setting up and customizing your software
- Troubleshooting technical issues
- Resolving technical queries
- Discounts that extend to clients
- Updating on products and services
A QuickBooks ProAdvisor who is also a CPA can prepare tax returns, ensuring you stay compliant with the IRS.
Why Hire a QuickBooks ProAdvisor?
Working with a professional QuickBooks Certified Advisor has several advantages for your business. Consider the following reasons to hire a QuickBooks ProAdvisor:
Access Bookkeeping and Accounting Expert
It’s wise to work with a QuickBooks ProAdvisor to get the best out of your software. A certified ProAdvisor has the expertise and knowledge to set up, manage and leverage your account to track your revenue, expenses and cash flow. They have resources at their disposal to help you make the most out of the tools and access to excellent customer service and support.
Save on Costs
ProAdvisors know how to set up your software correctly. An incorrect setup can lead to inaccurate information and financial statements, costing you a lot of money.
With a ProAdvisor, you can access exclusive discounts on add-ons, plug-ins and other added features. They can also help you decide whether your business needs a specific feature. You’ll save money by investing in features designed to improve the efficiency and productivity of your company.
Train and Educate Staff
If you want to know about the intricacies of QuickBooks, a ProAdvisor can educate you about how the system works. They know the ins and outs of QuickBooks and have the expertise to guide and educate business owners and their teams. A Certified ProAdvisor can educate you and your staff on properly maintaining the system and provide best practices to avoid errors in the daily operations.
Know About Updates
QuickBooks Certified ProAdvisors are the first to know about updates. They also receive exclusive invitations to events and conferences and early access to news and updates from Intuit. When there is a new software update, a Certified ProAdvisor can advise you on how it will affect your business and schedule the best time to carry out the update, limiting the downtime your company may experience.
If complexities arise in software updates, the ProAdvisor has access to the customer support team directly from Intuit to help iron out any issues.
Hire a QuickBooks Certified ProAdvisor
Going with a QuickBooks Certified professional ProAdvisor over someone who is simply certified in QuickBooks will go a long way. You receive various benefits and perks and gain peace of mind that your company’s finances are in expert hands. The recertification also ensures they stay current in accounting, bookkeeping and QuickBooks software.
At Steph’s Bookkeeping Service, we are QuickBooks Certified ProAdvisors who are happy to help you and your business get back on or stay on track financially. Get started by contacting us today!