What Is A QuickBooks ProAdvisor & What Do They Do?

If you're hiring an accountant or bookkeeper, they should be a QuickBooks Certified ProAdvisor.

What Is A QuickBooks ProAdvisor & What Do They Do?

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. If you know that you won’t be able to manage, have run out of time and energy to track all your finances, or simply have grown too big to be doing it yourself anymore; you need to consider hiring a bookkeeper, accountant, and/or CPA. 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. So, what aspects or qualities should you be looking for? What makes an exceptional bookkeeper, accountant and/or CPA? The answer is that you will want to find someone that is a QuickBooks Certified ProAdvisor.


If you're hiring an accountant or bookkeeper, they should be a QuickBooks Certified ProAdvisor.

What does working with a quickbooks proadvisor look like?

With a QuickBooks Certified ProAdvisor, you’ll be looking at and working on your books with someone that has advanced knowledge of how QuickBooks works. Anyone that is certified in QuickBooks has endured lessons and courses that have taught them all the tricks and nuances with this software. Plus, they have passed and become certified. These individuals know how to troubleshoot everything, even fixing out-of-balance balance sheets and technical issues with bank feeds. Another aspect of being certified in QuickBooks is that they are equipped to even train others on how to use QuickBooks. These skills can boost your business with productivity and efficiency in each department.

A QuickBooks Certified ProAdvisor is an accounting professional that aren’t necessarily CPAs, but they may be general small business advisors or accountants. They are experts in both QuickBooks procedures and accounting theory. With these individuals, the training process is more rigorous and was developed by Intuit (company that developed QuickBooks). In order to be certified, they’ve completed multiple courses and passed a series of tests. In order to maintain their status, a QuickBooks Certified ProAdvisor must pass the certification exam every year. This means that they are up to date on developments with the software.

What are the benefits of hiring a QuickBooks Certified ProAdvisor?

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.

Here’s a short list of some of their capabilities and the benefits they bring:

  • Invoicing customers
  • Reconciling your accounts
  • Paying bills
  • Set up and customization of your QuickBooks software
  • Troubleshoot technical issues or customizations
  • Answer any technical questions
  • They receive discounts on QuickBook products that can be extended to clients
  • Notified first of new products and updates

These professionals are your one-stop shop for exceptional bookkeeping and/or accounting needs. If your advisor is a CPA on top of that, then you can benefit by receiving monthly/quarterly book preparations and tax returns. This way you can finally plan well with the same individual for tax season. Your worries will diminish knowing that these particular advisors ensure compliance with all IRS code too.


Going with a QuickBooks Certified professional ProAdvisor over someone that is simply certified in QuickBooks will go a long way. You not only receive a various amount of benefits and perks, but you will also gain peace of mind when it comes to your company’s finances. You’ll be working with a professional that continues their education in bookkeeping, accounting and QuickBooks software each year for recertification. At Steph’s Books, we are QuickBooks Certified ProAdvisors that are happy to help you and your business get back on or stay on track financially. If you have any questions, contact us today!

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