82% of accountants say clients are more demanding today regarding wider services offered (Sage, 2020). In this day and age, being an accountant may not be enough to remain competitive. That is why, many are choosing to be a certified expert, and the QuickBooks ProAdvisor program is exactly what you need to gain an edge in the market.
Welcome to the ultimate guide to QuickBooks ProAdvisor, where I will take you on a journey through the world of certified QuickBooks ProAdvisors.
In this comprehensive blog post, we will explore:
- Who they are, what they do;
- Benefits they offer, advantages of being a certified ProAdvisor;
- How you can become a real-deal QuickBooks ProAdvisor;
- 3 guaranteed ways you can find trusted Proadvisors who can enhance your company’s accounting performance.
Let's start by first understanding who QuickBooks Proadviors are
1. Understanding QuickBooks Proadivsor
1.1. Who is a QuickBooks ProAdivsor?
QuickBooks ProAdvisors are highly skilled professionals who have undergone rigorous training and certification to become experts in QuickBooks, the leading accounting software for small businesses.
They possess an in-depth understanding of the software's functionalities and are equipped to provide valuable guidance and support to businesses of all sizes.
1.2. What do QuickBooks ProAdvisors do?
Usually, a QuickBooks ProAdvisor does what an accountant/bookkeeper does on a normal day-to-day basis, using their expertise in QuickBooks software.
If your company decides to hire a QuickBooks ProAdivsor for valuable assistance. He/She can help you:
- Ensure your company uses the software to its full potential, whether it is QuickBooks or Online Desktop, QuickBooks Bill Pay, QuickBooks Payroll, and many more (The number-one reason for hiring);
- Optimize your workflows, streamline your bookkeeping processes;
- Assist you with bookkeeping and accounting tasks such as bank reconciliations, accounts payable and receivable management, payroll processing, and financial statement preparation;
- Provide accurate and compliant financial advice, helping you make informed business decisions.
For these reasons above, many companies (especially SMEs) often hire a ProAdvisor on an as-needed basis, instead of hiring a full-time bookkeeper or accountant, thus reducing overhead costs.
2. Benefits of becoming an authenticated QuickBooks Proadivsor
Now, you may ask, what are the benefits of becoming a real-deal QuickBooks ProAdvisor that so many people are signing up for? As a certified QuickBooks ProAdvisor in the Asia-Pacific region, our company Global Link Asia Consulting has experienced firsthand the numerous benefits that come with being an authenticated expert in QuickBooks.
In summary, the key benefits of becoming a QuickBooks ProAdvisor are:
Benefits | Description |
Access to comprehensive training and interactive lessons from QuickBooks Intuit |
One of the key benefits of getting into a QuickBooks ProAdvisor program is that you are always prepared for real-world situations. You know how to assist our clients, solve their problems, and build amazing accounting workflow and dashboards freeing up their human resources to focus on other tasks |
Build a brand name with official badges |
Nothing is more important than customer trust in the business. These badges serve as a mark of credibility and expertise, instilling trust in potential clients. Displaying these on your company website, and social media as marketing materials sets you apart from other accountants and help attract new clients who are specifically looking for QuickBooks experts. Tips: If you are a freelancer, you can use this badge on your profile to make you stand out from a sea of freelancers on Upwork, Fiverrs, PeoplePerHour, etc |
Make the most of marketing efforts |
QuickBooks has built up a wealth of resources for their QuickBooks ProAdvisor. With pre-written email campaigns provided by QuickBooks, you can easily stay connected with existing clients and nurture relationships. With these automated marketing tools, you can save time, effort to focus on working and getting more new deals. |
Get noticed with achievement badges
3. How do you become a certified QuickBooks ProAdvisor in 2024?
Special tip
You can get access to the QuickBooks ProAdvisor Program for free.
The ProAdvisor Program membership is included for free with a QuickBooks Online Accountant account. This account is for accounting professionals who manage multiple clients. So if you want to sign up for QuickBooks Online Accountant today, you can do it via your existing QuickBooks account
More and more accountants are signing up for the QuickBooks ProAdvisor Program. The benefits are truly worth getting as more than 8 million people worldwide are using QuickBooks for themselves and their businesses, and the number is getting larger by the day.
This is a lucrative market that many accountants, on the one hand, are heading for and building their brand company name; on the other hand, some are looking to enhance their accounting skills and expand their professional horizons.
Here's a step-by-step guide on how to become a QuickBooks ProAdvisor:
Before going on the journey to become a QuickBooks ProAdvisor, you should evaluate your current accounting knowledge and skills. Familiarize yourself with basic accounting principles and ensure you have a solid understanding of financial statements, bookkeeping, payroll processes, and QuickBooks overall.
Usually, if you want to sign up for the program, you must have a certification from QuickBooks for your QuickBooks knowledge and skills. That is why, you should go for a QuickBooks Training course to get yourself ready before taking the official test for QuickBooks certification.
You can sign up for QuickBooks Training and Certification from Intui via this link: QuickBooks Cerfitication. The cost is around 600 USD and it is well worth it.
You can choose one of these 2 options:
- With Complete Training & Live Help, you get all three exams, including a free retake for each.
- You can take the 2-day class and receive a single exam (and a free retake) for the version of QuickBooks you learned.
- Or, you can choose
QuickBooks Training Course
If you want to enhance your QuickBooks knowledge game, Global Link Asia Consulting offers a QuickBooks Online training course for beginners to advanced users.
After you take this course, you can be prepared to take the exam and earn your certificate. Sign up now!
When you are ready to receive your QuickBooks ProAdvisor Program, you need to visit the official QuickBooks website and sign up.
Once you create an account and provide the necessary information to get started. QuickBooks will grant you access to a wealth of resources, training materials, and support from the QuickBooks community.
In the training modules offered by QuickBooks, you get access to a wealth of training resources to get you ready to become a QuickBooks Proadvisor.
The QuickBooks Training and Certification you take before joining the program is mainly to gain your skills and knowledge to use QuickBooks software. The ProAdvisor training covers various aspects of the software (Including navigation, reporting, and troubleshooting common issues) and all business-related knowledge to make you a well-rounded advisor.
For example, some of the training you must learn are:
- QuickBooks Online migration toolkit;
- 3rd party app training;
- ProConnect Tax Online training;
- Marketing tools and templates to use;
- QuickBooks training & presentation materials for your clients.
- And many more
Take your time to absorb the information and practice using the software to help your clients in real-world scenarios
Once you feel confident in your understanding of QuickBooks, it's time to take the certification exams. These exams validate your knowledge and proficiency in using the software.
You should prepare thoroughly by reviewing the training materials and taking practice tests before attempting the exams.
The QuickBooks Online Accountant ProAdvisor Basic certification exam contains eight sections and 75 questions.
The examination fee is around 150 USD (This can change accordingly based on the Intuit policy)
After successfully passing the exam and earning your own QuickBooks Proadvisor certification, it's essential to maintain your ProAdvisor status by meeting certain requirements. This includes completing continuing education courses or staying up-to-date with the latest software updates.
To help ProAdvisors stay sharp on the latest features and keep your ProAdvisor benefits, QuickBooks offer a yearly refresh program. This involves a quick test to ensure you're up-to-date. To make it easy, they provide:
- A focused course on QuickBooks Online's newest features;
- Special training options designed specifically for recertification;
- A shorter exam compared to the initial certification.
As a certified QuickBooks ProAdvisor, you can leverage your newfound expertise by marketing yourself to potential clients. Highlight your ProAdvisor certification on your resume, LinkedIn profile, freelancer platform, and business website (ideally in your certification hub or your ProAdvisor profile).
You should consider joining local business organizations or attending networking events to connect with small business owners in need of accounting assistance.
The more you grow ( by getting your clients into your systems to use QuickBooks) the more beneficial the QuickBooks ProAdvisor Program becomes. For example, if you stack up enough points to join the Gold edition, you can be featured in the QuickBooks ProAdvisor listing which can help increase significantly your leads.
An overview of QuickBooks ProAdvisor Program tier
By following these steps, you can become a QuickBooks ProAdvisor in 2024 and position yourself as a trusted expert in the field of accounting and financial management. The program offers valuable resources and support to help you succeed in your journey toward becoming a QuickBooks ProAdvisor.
4. How to find a reliable QuickBooks ProAdvisor?
4.1. A checklist to find a suitable Proadvisor
QuickBooks can be powerful, but it can also be tricky at first. That's where a QuickBooks ProAdvisor comes in – they're experts in both accounting and QuickBooks software.
When searching for a reliable QuickBooks ProAdvisor, there are several key factors you can consider. Here is a checklist to know which ProAdvisor might be your best choice.
Factor to consider | Why |
An individual consultant or a consulting firm? |
Choose an individual if you know their expertise, skills, and knowledge, since they are usually specialized in one field than others. For example, they can help you set up your QuickBooks Online workflow but are unable to help you maintain your QuickBooks Desktop. Choose a consulting firm is a preferred option since these firms have more resources at their disposal, making them especially beneficial for businesses requiring advanced skills and scalable solutions. |
Certification tier |
QuickBooks offers different levels of certifications, ranging from basic to advanced. It is crucial to choose a consultant with a certification level that aligns with your expectations. Additionally, evaluating their training, experience, and industry expertise is essential. From the most basic to the most advanced, the levels are:
Or the program tier, usually, the higher the tier, the more services they can offer
|
Offered services |
Researching the services offered by the consultant or firm is crucial before making a hiring decision. It is important to ensure that they can provide the specific services and level of detail you require. Normally, QuickBooks ProAdvisors try to offer a wide range of services to appeal to the majority of potential clients. To find the best one for your business needs at a reasonable price, you should consider hiring those specializing in one specific aspect of QuickBooks like QuickBooks Desktop or QuickBooks Online |
Positive review |
Look for consultants with an excellent reputation for delivering solutions that provide a significant return on investment. Online reviews provide valuable insights into others' experiences working with them and can help you make an informed decision. One tip here is to look for reviews on a specific service from past clients. In this way, you can know in which QuickBooks field they are more specialized than others |
Knowledge checking |
If you want to go for extra mile, you may ask for a free initial consultation. Most ProAdvisors offer a free consultation to see if you are their best fit, and you can do the same. With this call, you can have a feel of their expertise, professionalism, and communication style to make a more grounded decision. |
4.2. Where to find trusted QuickBooks ProAdvisors?
When it comes to finding trusted QuickBooks ProAdvisors, several reliable sources can help you connect with these knowledgeable professionals.
Official Intuit website
Example of finding a ProAdvisor in the U.S
One of the most reliable places to start your search is the official Intuit website. Intuit, the company behind QuickBooks, has a dedicated directory where you can find a comprehensive list of certified ProAdvisors.
This directory allows you to search for ProAdvisors based on their location, expertise, and industry specialization. By using this directory, you can easily find a ProAdvisor who understands the specific needs of your business or industry.
Unfortunately, this method is suitable if you want to find Pro Advisors located in the US, Canada, UK, Australia, France, Singapore, Ireland, and South Africa since these countries house the majority of ProAdvisors.
For example, you can get in contact to a US Pro Advisor via this link: Find a QuickBooks accountant.
For other countries, you can simply search on Google with this term: Find a QuickBooks ProAdvicor + “country”. For example: Find a QuickBooks ProAdvicor Singapore.
Why find another when you have us as your QuickBooks ProAdvisor
As a certified ProAdvior for QuickBooks in the Asia-Pacific region, Global Link Asia Consulting can help you use your QuickBooks accounting software to its fullest potential.
Our Intuit-recognized experts know your paint points and can help you streamline your workflow the way you want.
Freelancer platform
Another great resource for finding trusted QuickBooks ProAdvisors support is freelancer platforms such as Upwork, Fiverr, Linkedin, and PeoplePerHour.
These online platforms house some of the most amazing ProAdvisors near you or your company at a much more reasonable price. You can find the most suitable one with a proven track record based on ratings, reviews, and his/her experience due to its transparent and reliable policy.
The downside of this method is that you have to choose among thousands of certified ProAdvisors and check their credibility. But this is still not problematic as you can do a quick check of their verified email address, and phone number available on the site.
This is often a solution for companies and individuals who have a hard time finding one via the official website.
Local accounting and bookkeeping associations
These professional organizations often have directories or referral services that connect businesses with qualified ProAdvisors in their area. By reaching out to these associations, you can tap into a network of trusted professionals who have been vetted by their peers.
One way you can find them more easily is via Facebook, Reddit, and Instagram groups. This varies based on which social media platform is more prominent in your country.
Example of QuickBooks user group on Facebook
Word-of-mouth referrals.
Lastly, one useful and most used way is to take advantage of the power of word-of-mouth referrals. You should contact other business owners or colleagues in your industry and ask for recommendations. Personal referrals can often lead you to trustworthy QuickBooks ProAdvisors who have already established a reputation for their expertise and reliability.
For example, Global Link Asia Consulting has received hundreds of new leads simply because our current client base recommended us to their partners for how good our work is.
Global Link Asia Consutling landing page for QuickBooks service
In summary, when searching for trusted QuickBooks ProAdvisors, you can utilize the official Intuit directory, local accounting associations, online platforms, and word-of-mouth referrals.
By leveraging these sources, you can find qualified professionals who will provide the expertise and guidance you need to effectively manage your finances with QuickBooks.
5. How can we help you with your QuickBooks matter?
As the Official Proadvisor for QuickBooks in the Asia-Pacific region, we offer comprehensive service guarantees to satisfy every of your accounting needs:
- QuickBooks License for all versions;
- Training and Support: Benefit from our consulting and training support in using QuickBooks Online accounting software.
- QuickBooks Online training guide for Singapore companies
- QuickBooks Online training guide for offshore companies in BVI, Belize, Seychelles, and more
- QuickBooks Online training guide for Hong Kong (China) companies,
- QuickBooks Online training guide for US companies.
- Online course to master QuickBooks Online
- QuickBooks installation and configuration to your needs.
For more detailed support on how to use QuickBooks Online accounting software for businesses, please contact:
Ms. Kaylin:
Email:
Phone (Viber/Skype/WhatsApp/Telegram): (+84) 0938 297 637
Meet Ms. Kaylin, your trusted QuickBooks advisor, and experience how her expertise helps you master QuickBooks Online without the need to learn too much.
6. FAQs about QuickBooks ProAdvisor
Hiring a QuickBooks ProAdvisor can vary in cost depending on a few factors:
- Their experience level: ProAdvisors with more experience tend to charge higher hourly rates.
- Your location: Rates can be affected by your general area.
- The services you need: Basic bookkeeping tasks will cost less than complex accounting work.
On average, you should expect to pay somewhere between $10 and $150 per hour for a QuickBooks ProAdvisor for the services you need. If possible, you should try to deal with a fixed payment option as it can be more easy to estimate the cost-to-benefit ratio.
QuickBooks ProAdvisors can be valuable partners for startups and high-growth businesses. For startups, they can help you set up QuickBooks, streamline the accounting process, offer advice on internal data controls and scalability.
For high-growth businesses, they can help you build a complete business system to oversee all your business activities ( Integrate QuickBooks with CRM or ERP systems), offer strategic planning, such as cash flow management, financial modeling, and scenario planning as a business scales
Usually, QuickBooks ProAdvisors develop their expertise in specific areas through experience, certifications, and ongoing education. Some common specializations that you can often see are:
Industry-specific:
- Construction
- Manufacturing
- Non-Profit
- Retail
Service-based specializations:
- Tax filing
- Bookkeeping and Payroll
- Data Analytics
- Workflow optimization
- Financial reporting
- QuickBooks migration and setup
The main differences between a Quickbooks certified user and a QuickBooks Proadvisor
- QuickBooks certified user: Accountants pass a certification exam of Intuit, demonstrating the ability to use QuickBooks software proficiently, for their company and personal tasks.
- QuickBooks ProAdvisor: Independent accounting professional with advanced QuickBooks knowledge gained through experience and ongoing education. ProAdvisors offer a wider range of services beyond basic bookkeeping to their clients.
You can log in to your Proadvisor account if you have a QuickBooks Online Accountant account and your Intuit account.
First, you need to go to the QuickBooks Proadvisor portal via this link here: https://quickbooks.intuit.com/accountants/proadvisor/, enter your Intui User ID and Password, and then click Login.
QuickBooks Online is a cloud-based accounting software, not least for small and medium-sized businesses. This software is highly useful even for a person with no prior accounting knowledge and skills.
To learn more about QuickBooks Online and what it can benefit you in the long term, read this article here: QuickBooks Online - A complete beginner guide.
Global Link Asia Consulting Pte. Ltd. is pleased to announce the publication of the above insightful and informative article on our official website, Global Link Asia Consulting on 25th April 2024. The copyright for this article is exclusively held by Global Link Asia Consulting Pte. Ltd. Any unauthorized reproduction or distribution of this content without our express written permission is strictly prohibited. We value the protection of our intellectual property and appreciate your cooperation in adhering to these guidelines. Thank you for your continued support of Global Link Asia Consulting Pte. Ltd.