
This allows you to become an expert in a specific area and tailor your services to unique client needs, as discussed in this QuickBooks ProAdvisor guide. You could also expand into areas like managed accounting, providing comprehensive financial management solutions. Learn more about FinOptimal’s managed accounting services to see how Outsource Invoicing you can incorporate similar offerings. The more value you offer, the more indispensable you become to your clients. As a certified ProAdvisor, you’ll have more opportunities to connect with potential clients.
- The ProAdvisor Program offers resources that can help build your career as a specialist.
- Dive into this article as we explore everything from what this program entails to how you can upskill your accounting prowess and offer your clients unmatched service.
- By automating these repetitive tasks, you free up valuable time to focus on higher-level services like financial analysis and strategic planning.
- With the ProAdvisor discount, you receive our best long-term savings option for clients new to QuickBooks, including our only ongoing discount.
Join the ProAdvisor Program

When you select this option, Intuit will bill your firm each month for all eligible client subscriptions and you can enjoy the ongoing savings month after month. Becoming a QBO (Certified QuickBooks ProAdvisor) is a valuable credential for professionals in the accounting and bookkeeping fields. The certification not only enhances one’s technical skills in QuickBooks but also opens up opportunities for increased revenue, client trust, and professional recognition. Whether you’re looking to improve your service offerings or find a local ProAdvisor to streamline your business finances, the QuickBooks ProAdvisor program is a strategic choice for professional growth. A QuickBooks ProAdvisor is a QuickBooks Certified professional that has been trained, examined and certified by Intuit as an Advisor. That is proadvisor program eligible for guiding the QuickBooks clients to set up and use QuickBooks software.
Real-Life Examples: Maximizing ProAdvisor Benefits

The certification can also enhance your career prospects within existing accounting roles. One of the biggest challenges for QuickBooks ProAdvisors is effectively managing their time. Juggling CARES Act client work, continuing education, and administrative tasks can be overwhelming. When you focus on a specific area, like retail or restaurants, you become an expert in addressing the unique challenges those businesses face.

Tips for Small Businesses to Get the Most Out of Their ProAdvisor Program
If you know your way around it, you can unlock a plethora of opportunities to make your accounting tasks more efficient. The interface is designed with the accountant in mind, offering a range of functions that make complex tasks simpler. After you’ve completed your course, you can take the certification exam to prove your mettle. And don’t worry; you’ll have multiple chances to pass, should the first attempt not go as planned. This path not only enriches your skill set but also enhances your resume.
- You can find qualified bookkeeping professionals through referrals or online resources like QuickBooks ProAdvisor.
- With their help, you’ll have clean books, peace of mind, and one less thing to worry about.
- Only the primary admin and full-access users can enroll a firm in the revenue share program.
- You can choose between “Foundation” certifications, which cover the core aspects of QuickBooks, and “Specialty” certifications, which focus on specific areas like payroll or advanced reporting.
Choosing the right financial professional can make a world of difference for your business. A QuickBooks ProAdvisor offers distinct advantages, bringing specialized skills and knowledge to the table. When you register, you unlock access to an endless array of training resources, study guides, webinars, and practice exams, all designed to ensure successful preparation. Sign up for a free account or sign in if you already have an account. Once you sign into your QuickBooks Online Accountant account, you will see a ProAdvisor tab on the left where you can access free training for using the software and earning certifications.
QuickBooks ProAdvisor: Roles, Benefits, and Certification Process
Learn more about the steps to becoming a QuickBooks Certified User. Spend time exploring its features, from creating invoices to generating reports. Practical experience is the best teacher, so set up a sample company file and run through various scenarios.


Networking with other professionals offers opportunities to share best practices, learn new skills, and stay inspired. Pursuing advanced certifications within the ProAdvisor program not only enhances your expertise but also demonstrates your commitment to professional growth. And, don’t underestimate the power of celebrating your wins, no matter how small. Acknowledging your accomplishments helps maintain a positive outlook and fuels your drive to succeed. Continued professional education and certifications are essential for maintaining motivation and growth.





