What is a QuickBooks ProAdvisor? - CFO Source
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What is a QuickBooks ProAdvisor?

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When you were looking for QuickBooks training in Maryland or for someone to help you set up QuickBooks for your business, you’ve probably seen the designation QuickBooks ProAdvisor used by some accountants. But what does it mean? Does it even matter in choosing a QuickBooks consultant? Let’s tackle these questions one by one.

What is a QuickBooks ProAdvisor?

A QuickBooks ProAdvisor is a person, typically a CPA or a business consultant, who completed the course, took the test and became certified in QuickBooks. There are different types of certifications one can apply for, including QuickBooks Online, QuickBooks Point of Sale, QuickBooks Enterprise, etc. And there are different levels of knowledge too, with advanced being the highest. Someone who holds an Advanced certification in QuickBooks is knowledgeable in all the ins and outs of this software.

What Does a QuickBooks ProAdvisor Do?

QuickBooks ProAdvisors help business owners and their accountants get the most out of QuickBooks by:

  • Helping you choose the right version of software for your business.
  • Setting up QuickBooks properly, creating or importing the company file and completing the chart of accounts.
  • Customizing QuickBooks to the unique needs of your business.
  • Training your employees on what they need to know about QuickBooks in their role.
  • Cleaning up your QuickBooks installation and company file to reduce size and eliminate clutter.
  • Generating relevant financial reports to keep a pulse on your data.
  • Consulting on how to use QuickBooks to grow and improve your business.

Do I Need to Hire a QuickBooks ProAdvisor?

Think about it: if you want to learn how to use QuickBooks for your business, or expand your existing knowledge, a QuickBooks ProAdvisor is the closest thing to learning from QuickBooks directly. Reading blogs or watching online instructional videos can be helpful to an extent, but this information is often rehashed and filtered through multiple sources. With a QuickBooks ProAdvisor you get straightforward advice and information that is accurate, up to date and answers your questions. So to answer your questions, if you want to become a QuickBooks power-user, there is no one better than a QuickBooks ProAdvisor to teach you.

How Do I Find a QuickBooks ProAdvisor?

You’ve just found one! Craig Kershaw of The CFO Source is a certified QuickBooks ProAdvisor with years of experience in accounting, taxes and bookkeeping. So if you live in Halethorpe, MD or surrounding areas, feel free to get in touch with us! If you are from another state or other parts of Maryland, go to the ProAdvisor website and search within your zip code. In addition to that, you can look for the ProAdvisor badge many QuickBooks-certified CPAs have on their website and LinkedIn accounts.

Have any other questions about QuickBooks or ProAdvisors? Don’t hesitate to get in touch!

What Our Clients Say...

"We struggled for several years with high turnover in our bookkeeper position, which resulted in missed billings and duplicate payments. Craig Kershaw was able to locate a high caliber person who quickly took over the accounting and is now helping to expand the business into new markets. I no longer worry about whether my accounting is being done properly."

-Bryant Brambeck, Owner, Liberty Emblem Company

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