QuickBooks ProAdvisor: Roles, Benefits, and Certification Process

In that case, it is necessary to talk to them about the services you’re looking for, the operation your company is into, and the challenges you face. Trained QuickBooks ProAdvisor will assist to manage the financial system’s complexity and give practical business solutions. It won’t be difficult for you to find the ideal solution for both you and your company.

• We use tracking to pin-point how small business owners can grow their businesses.
• “Ginger is whip smart, attentive, efficient, a strong communicator, and provides major value for money.
• Accounting & Management Company provides QuickBooks services for well-known Pittsburgh companies.
• At a glance, you can see accurate project numbers and compare which projects are profitable and which are costing you money.
• Get more out of your QuickBooks accounting software and request a free consultation today.

He is an active member of the Maryland Society of Accountants & Tax Professionals . David is a graduate of the University of Baltimore and has over 36 years of experience in public accounting. He is an expert in small business and individual tax preparation, review and planning. David also has heavy experience with information systems and the ability to integrate software across all platforms and operating systems. Reconciliations are an important element of good internal control, and Quickbooks enables reconciliation for any balance sheet account. In addition to bank accounts, you may have other balance sheet accounts that require periodic reconciliation in order to generate accurate financial statements from your accounting data.

Step 1: Sign Up for QuickBooks Online Accountant

Your worries will diminish knowing that these particular advisors ensure compliance with all IRS code too. Joe is a Tax Partner in our Baltimore office with over 17 years of experience reviewing and preparing a variety of federal and state tax returns. He has a bachelor’s degree from Georgetown University and a Master of Business Administration degree with an accounting concentration from Loyola University Maryland. Financial reporting and taxation, including cost control principals, ledger analysis, financial statements, budgeting, taxation, and economic regulations.

With thousands of QuickBooks implementations across many industries, our team of certified QuickBooks ProAdvisors has you covered. Get more out of your QuickBooks accounting software and request a free consultation today. Yes, anyone can become a ProAdvisor as long as they are willing to prepare for and pass the exam. If you are an accountant or bookkeeper, then becoming a QuickBooks ProAdvisor helps you advance your career and obtain QuickBooks benefits, such as free or discounted QuickBooks products and free CPE credits. Additionally, you unlock the QuickBooks Online Advanced Certification exam, which helps improve your visibility on the directory, giving you more opportunities to connect to new clients. Depending on your client’s needs, you can choose to be certified in QuickBooks Online or QuickBooks Desktop—or both.

Startup QuickBooks & Consulting

Kelly received a Bachelor of Arts in Psychology from Salisbury University and a Master of Business Administration Degree in Accounting from Wilmington University. She became a CPA in 2017 and joined YHB in 2021 with several years of tax experience in public accounting. Along with her experience in public accounting, she was also an adjunct professor at Delaware Technical Community College for several years teaching business and accounting. A tax specialist who works in depth with his clients, his focus is on banks and closely held businesses of any size.

• However, the salary can vary depending on the job location, industry, and level of experience.
• During that interim year, he studied for and passed all four parts of the CPA exam and joined the AICPA and VSCPA.
• Track income and expenses, manage Accounts Receivables and Accounts Payables.
• In addition to serving clients, Josh provides mentoring and training for YHB staff members and is a member of the firm’s Human Resources Committee.
• She became a licensed CPA in 2000 and later went on to get her Master’s in Taxation from Robert Morris University in 2006.

Bob is an IRS Enrolled Agent and regularly represents clients before the IRS and state taxation authorities when needed. Monica values communication with clients, while being responsive to specific quickbooks certified proadvisor needs. She communicates in a manner that is best tailored to individuals’ needs. A Frederick County native, Elaine has been with Yount Hyde Barbour since beginning her accounting career in 1994.

What is covered on the QuickBooks user certification examination?

William joined YHB in October of 2010 and continues to provide tax and advisory solutions to clients throughout the area. He is a member of the Virginia Society of Certified Public Accountants and the American Institute of Certified Public accountants. As the leader of our Family Wealth Services Team, she provides comprehensive tax, estate, trust, and gift planning and advisory services to wealthy families and individuals.

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.

He regularly speaks and writes articles on these relevant topics as they arise. In addition to being a licensed CPA, Chris has also earned a CSPM designation through MentorPlus®. This designation allows Chris to provide value to his clients above and beyond tax, audit, and other compliance services.

In advising clients, he focuses on helping them understand how their money is being spent, so they can spend it more efficiently. Scott has a hands-on approach to client service that’s based on taking time to develop an understanding of key concerns facing the client. Scott, YHB’s Managing Partner, has been with Yount Hyde Barbour since entering the accounting profession in 1988.

How Long does it Take to Become a QuickBooks ProAdvisor

QuickBooks Online Accountant comes with a free ProAdvisor Program membership for accountants. I’m very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is assisting us with the data conversion, and they’ve been extremely knowledgeable and helpful. We had a short deadline and Fourlane in to make sure we were able to meet it, as well as to patiently explain the process. I can’t say enough about the confidence we have in Fourlane and what a pleasure it is to work with them. Having performed thousands of QuickBooks implementations and engagements in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner.

To finish all five portions of the test, it requires a total of three and a half hours. There are numerous marketing materials available through ProAdvisor certification that will help you stand out from the competition and produce leads. Putting together corporate tax filings and conducting data analysis to look for any potential problems with the return. Your project commences with the end goal of getting the right data to make informed business decisions. Receive open and authentic communication from our team on which products are right for you. We begin by understanding your systems and current processes to discover root issue and potential challenges.