Starting a successful business is a bit like putting together a puzzle.  You have various pieces such as staffing, marketing, office space, and payroll.  One of the most important pieces (definitely a corner piece!) is the business accounting and bookkeeping. These processes manage one of the main reasons you started in the first place – the cash flow!  In order to ensure that the puzzle piece fits exactly right, you may want to consider hiring a QuickBooks ProAdvisor.

What is a QuickBooks ProAdvisor?

A QuickBooks ProAdvisor (QBPA) is a bookkeeper, accountant or CPA who has passed one or more exams administered by the software creator, Intuit, to show that they are proficient in one or more QuickBooks products.  The advisor must pass the certification exam every year to maintain their status as a QBPA. This requirement ensures you are working with an expert who is up on the latest developments in the software and values continuing education to keep their skills sharp.

What Can a QuickBooks ProAdvisor Do For Me?

QBPA’s are well-versed in an array of accounting and bookkeeping services.  For example, they can handle invoicing customers, paying bills and reconciling your accounts.  Basically, they act as an outsourced accounting department for your small business.

These professionals can also be onsite to help you with QuickBooks setup and customize the software to your business and specific industry.  Once this is set up, the certified QuickBooks Online ProAdvisor can continue to act as a consultant and help troubleshoot and answer any technical questions that may arise.

If the advisor is also a CPA, they will be able to offer tax return and monthly/quarterly book preparation as well.  This is a valuable asset for tax planning and ensuring compliance with all IRS code.

If this impressive list isn’t enough to convince you, QBPA’s also get discounts on all QuickBooks products they can extend to their clients.  They are the first to be notified of all new product alerts and updates, and they have access to a dedicated customer service team who can help you set up the accounting and bookkeeping system that is perfect for your business model.

Will I Need To Purchase Expensive Software to Utilize This Service?

QuickBooks Online (QBO) is an extremely affordable program that comes with many valuable benefits.  It is a U.S. product, so unlike its competitors that are programmed in a different country, its processes and flow are much easier for a domestic business owner to understand.  Because of its popularity, the volume of user feedback enables Intuit to quickly improve any “bugs” and roll out improvements quickly. Another advantage of QBO over the desktop version is the convenience of being able to access your data on a Mac, PC, tablet or phone.  Using the QBO app, you can quickly send an invoice to a customer or run payroll, all while being untethered to your desk. This means more time for building connections, generating leads and growing your customer base. And because QBO has an open interface, third party programmers are free to develop apps that interface seamlessly with QuickBooks, making almost any accounting or payroll task automated.  If this sounds too good to be true, you can try QuickBooks online free for 30 days and experience the benefits for yourself.

You’ve Convinced Me – How Do I Find a QuickBooks ProAdvisor?

Every employee at Williamson Advisors is a certified QuickBooks ProAdvisor.  We work smarter using the latest technology in order to free you up to work on growing your company.  To learn more about how we can help you and your business, please schedule a chat with Nancy to discuss your unique needs.  

Hiring a QuickBooks ProAdvisor is a smart decision for your company.  They will ensure that one of the most important aspects of your business is set up correctly and works for you!  Before you know it, you will have that corner piece to your puzzle of success!