Why you should be a QuickBooks ProAdvisor


QuickBooks ProAdvisor?  Do I really need to do this?  I highly recommend if you are new to venturing out on your own. When I first started this journey of becoming a business owner, I started out with a few side customers to add to my income from my full time job.  I was very unhappy in the thankless job that dragged me down.  I worked countless hours that I was not compensated for.  The boss was difficult and I was stressed out.   I can remember him asking me if I needed anything and I said, how about hanging  a punching bag behind my door .  I won't bore you with all of the details here, but out of the bad comes the good. If it weren't for this boss and this job, I wouldn't be where I am today.  I started to build the bookkeeping business and it grew in 6 months to a full-time job.  When the ProAdvisor certification came out, I took the tests.

ProAdvisor:  Why not, it's free!

How can that be so?  It is.  Intuit is offering the Online ProAdvisor certification, tools, even the software for free!  Have you heard the old adage, "if it's free, it's for me!"  Definitely applicable. Especially for this type of business.  You will have the tools in place to set up your work (work tab), add team members, get the training, the apps for you and your firm and your customers.  It's a one stop shop . Remember the free is for Online Certification only .  Desktop still comes with a fee. 

Why take the test?

The number one reason is to learn the software in and out.  The training they provide is outstanding.   The number two reason is to be listed on that Find a ProAdvisor site.  To get leads (aka more business). Here is a link to the find-a-proadvisor page. I did not mention in the video but the ProAdvisor membership provides you with a dedicated team to help you with the software and any issues you or your client may have.  No more general support team, you get a dedicated line.   I can honestly tell you that my Diamond Team at Intuit is the BEST!  They are patient, thoughtful and most of all knowledgeable.  

The accountant's toolbar....

It will provide you with the tools to help clean up a customer's file.  I use that part of QuickBooks Online the most.  You can reconcile from there, reclassify transactions from there, set closing dates from there, enter journal entries.  Almost every task you need is in that briefcase.  You can undo a bank reconciliation for a customer.  Something you can do in one click and they would have to to one by one, manually.  

Last piece of advice: It is worth it!

So all you have to invest in is your time.  Intuit provides you with the tools.  You cannot beat that.  I became certified in 2002 and haven't looked back.  I can honestly tell you that each year that I am tested, I learn something.  Even if it is something small.

If you have any questions or would like to see a future video on another topic, please reach out to me on Facebook.

Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her clients thrive and become profitable. Lynda is a member of the Intuit Trainer Writer Network. She is an alumni member of the Intuit Advisory Board. Additionally, she is the first Expert Columnist for the QB Community forum. She is also a co-founder in a Facebook group called QB Community Live!