What to Look for in a QuickBooks Training Instructor - CFO Source
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What to Look for in a QuickBooks Training Instructor

Accounting software such as QuickBooks is very powerful and complex. It can help propel your business forward if you know what you are doing, or it can hold you back if you don’t. Whether you are switching to QuickBooks from a different platform or think you or your bookkeeper could use some hands-on user knowledge, QuickBooks training is a good investment. But how do you find the right QuickBooks training course in Maryland? And where do you even start looking? Don’t worry, we’ll get to it in a second!


What Makes a Good QuickBooks Instructor

As you already know, there are plenty of “experts” in every field of knowledge. But just like having a Facebook account doesn’t make one a social media expert, simply knowing your way around QuickBooks is not enough to be a good trainer. Look for someone who:

  • Is intimately familiar with different versions of QuickBooks;
  • Currently uses QuickBooks for their own business;
  • Has experience teaching both workshops and one-on-one sessions;
  • Teaches QuickBooks professionally, rather than offering this service on the side.

Finding a QuickBooks Instructor

If you are looking for a QuickBooks instructor in Maryland, there are a few ways to tell that they may be a good fit for your needs. Below are some of the qualifications and certification you may find a typical QuickBooks instructor carry in Maryland.


First of all, you want your QuickBooks instructor to be someone who received formal education. In the accounting industry, the title for an established accountant is Certified Public Accountant (CPA). By hiring a CPA, you make sure that the person teaching you knows not only QuickBooks, but also the bookkeeping challenges your business is facing. This way they will be able to address the specific issues you may be having, instead of offering a generalized advice.

QuickBooks ProAdvisor

QuickBooks has a ProAdvisor program that offers various degrees of training for qualified accountants. Program participants have access to and receive training in many aspects of QuickBooks, including QuickBooks Online, Point of Sale, Enterprise, as well as advanced techniques. ProAdvisors can continue their training year after year, which allows them to stay on top of any software updates and new trends.

MACPA Membership

MACPA stands for Maryland Association of CPAs. Members of MACPA have access to many resources and opportunities to grow their professional skills. MACPA also offers seminars and courses at a discounted rate for its members. If your in-house bookkeeper is a member of MACPA, this is a good place to start looking for a QuickBooks training instructor.

The CFO Source is always happy to offer you professional advice and guidance when it comes to QuickBooks. Our President Craig Kershaw is a Maryland CPA, QuickBooks ProAdvisor and a MACPA member who teaches beginner, intermediate and advanced QuickBooks courses for accountants.

Call us or contact online if you need someone to help you become a better QuickBooks user.

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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