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What is a QuickBooks ProAdvisor?

Posted on May 16th, 2017

When you own a small business, 50% of your work is doing what you love. The other 50% is managing the tasks that keep your business running, like payroll, client invoices, or vendor payments. The majority of small business owners use QuickBooks, the top-rated financial accounting software tailored for their needs. However, navigating all the available features to find the version that’s the best fit for the needs of your business and specific industry may be a little overwhelming.

That’s where our certified QuickBooks ProAdvisors at Davis & Associates, CPAs can help.

What is a QuickBooks ProAdvisor?

ProAdvisors are generally experienced accountants, bookkeepers, or small business professionals who enroll in the ProAdvisor program sponsored by QuickBooks’ parent company, Intuit. Applicants are rigorously trained on each version of the software. Once their training is complete, they must pass detailed exams in order to be certified as a QuickBooks expert, also known as a ProAdvisor.

QuickBooks ProAdvisors can earn certification in one or all of the following programs:

• Basic QuickBooks Certification
• QuickBooks POS (Point of Sale) Certification
• QuickBooks Enterprise Solutions Certification
• QuickBooks Advanced Certification

How can a ProAdvisor help me with my small business?

ProAdvisors are trained to help business owners make the most of any QuickBooks program.  At Davis & Associates, CPAs, we can show you how to customize your best-matched program to meet the unique requirements of your business and its practices, whether you need job costing reports, credit card processing and point of sale assistance, or specific inventory tracking. Specialized QuickBooks knowledge allows our team to best service clients from a range of industries, including restaurants, home owners associations, and restaurants create the right bookkeeping system for their entity and vertical.

We walk you through the set-up process so you can get your business information organized and coach you on how to simplify your regular transactions. With our help, you can efficiently run comprehensive financial statements, track accounts receivable, and regularly reconcile accounts. Our ProAdvisor is also trained to troubleshoot and help you fix or eliminate any issues you’re having with setup, use, or function.

Work with our ProAdvisor and Business Accountant

If you have questions about the benefits of working with an experienced QuickBooks accountant and what our ProAdvisors can do to customize setup for your nice business, contact our firm today.


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