Intuit Accountants News Central

The QuickBooks ProAdvisor® Program: How Becoming Certified Helped Boost My Accounting and Tax Practice

Article Post Date
June 5th 2012 by Reesa McKenzie

I routinely hear questions from other accountants, CPAs, enrolled agents and professional bookkeepers regarding the QuickBooks ProAdvisor® Program. Is it really a good investment? How important is getting certified? I focus on tax preparation, so how can it benefit me?

I love to share how becoming a Certified QuickBooks ProAdvisor has benefited my accounting and tax practice!

I began planning to open my own practice amidst record high unemployment in my state. The market was saturated with other qualified applicants, so how was I going to overcome this challenge? Then, it dawned on me! This was my chance to be my own boss, set a flexible schedule and reap my own rewards by parlaying my talents into a viable business.

The dilemma was how to make that happen … sooner, rather than later! After much thought and research, I concluded that one of my first steps would be to join the QuickBooks ProAdvisor Program and get certified in QuickBooks.®

It was one of the best investments that I could have made! I have quickly added to my client base and grown my practice. The membership and certification were strategic tools in this process.

I didn’t waste any time getting certified. It is important to master the software to avoid major problems. Obtaining the certifications really demonstrates a high level of commitment to product knowledge. There are a lot of folks out there claiming to “know QuickBooks;” certification will win you clients and set you apart from the rest.

The certifications have helped bring in new tax clients as well. Some businesses will try to save money by doing their own bookkeeping. This usually means that the QuickBooks file is a mess (or non-existent) and they want help with it before getting the tax return done. Many of these clients tell me that their current tax preparer doesn’t “know QuickBooks!” These clients see me first; therefore, I have an excellent opportunity to bring them on as a new tax client.

My certifications ensure I am listed in the Find-A-ProAdvisor referral database for visibility and that I know how to decipher the QuickBooks file efficiently. Once the cleanup is done, it is a snap to get the information into my tax software. In addition, I receive the latest QuickBooks software as long as I continue to be a member of the ProAdvisor Program and I don’t have to worry about what version the client has.

The ProAdvisor program rewards those who become certified with special benefits. This includes increased discounts on software, better placement on the referral database (Advanced Certified) and unlimited U.S. based technical support. Silver-level (non-certified) ProAdvisors lose the U.S.-based tech support after 90 days in the program and are not listed in the referral database.

The certification learning tools are designed to take between 16-20 hours to complete; however, the more you already know about QuickBooks, the less time it will take. Experienced users may be able to pass without the training.

ProAdvisors are eligible to take the Advanced QuickBooks exam after obtaining the certification in three product years. The training materials and exam cover more in-depth issues such as advanced installation and setup, a look at different job costing accounting methods using QuickBooks, running payroll, and advanced troubleshooting to aid in coming to your clients’ rescue.

If you are looking for an edge over the competition and a boost for your accounting or tax practice, I strongly urge you to join the QuickBooks ProAdvisor Program and get certified in QuickBooks. To learn more about the program visit the ProAdvisor website.

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  • About Reesa McKenzie

    Reesa McKenzie Reesa is an Advanced Certified QuickBooks ProAdvisor and owner of AbilityBooks Bookkeeping in Lansing, MI. She is a member of the Intuit Trainer/Writer Network and recently wrote and recorded 5 of the 10 ProAdvisor 2014 Desktop Certification training courses. She has also presented QuickBooks Online training for accounting professionals for Intuit Academy in both live seminar and webinar formats. See all of Reesa's articles…

    You can also visit Reesa's Website

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