When it comes to finding accounting professionals to help you manage your small business books, you likely want people you can rely on to help with a wide range of financial and technical tasks. And if your business uses or is starting to use QuickBooks, these professionals should include at least one QuickBooks Certified ProAdvisor. Why? Here are a few of the many reasons not to settle for just anyone.



1. ProAdvisors Know the Details

Many people have used QuickBooks — some for many years — but that does not mean they know all the ins and outs of the software. They may have done the same functions for most of that time, perhaps straying little and rarely into new features. 

The ProAdvisor designation was created to help laypersons and business owners know that someone has actually trained and been tested in providing real service using QuickBooks. They know why the platform works a certain way, what is going on behind the scenes, and how to find root causes.

2. ProAdvisors Clean Up Your Messes

You are not an accounting professional. So there will be times when you do not get your own bookkeeping right. There is no shame in this. But you should want someone skilled enough to step in and fix what is not going properly. Because a ProAdvisor is trained in many aspects of the software, they will know the fastest and easiest ways to fix anything from incorrect original setup to unreconciled accounts. 

3. ProAdvisors Boost Efficiency

Certification as a ProAdvisor goes beyond just knowing how to use the system. They are also always on the lookout for ways to use it better. Can you replace some invoices with recurring automatic billing? Are there ways to link more outside systems to automatically feed information so you do not do redundant data entry? Are you utilizing all the available reports? And what new features might help your business?

It can be difficult for established businesses to make changes in the way they do things. But as you grow, it is always important to work smarter, not harder. So seek outside professionals like ProAdvisors who look at things from a different perspective and can help reduce redundancy, waste, and inaccuracy. 

4. ProAdvisors Can Fix Technical Issues

Sometimes, you need more than just an accountant. Sometimes, you need technical support. Your ProAdvisor is skilled enough in the details of QuickBooks that they can often help with backend issues like technical glitches with bank feeds or problems connecting with other apps. They also have an established network and resources at Intuit to help address technical issues beyond their personal scope. 

5. ProAdvisors Train Others

The ProAdvisor position is set up to help the advisor teach others how to better use QuickBooks. This way, they make your in-house bookkeeping staff—no matter how basic their work or how much they do with your finances—better at their jobs too.

Along with being trained themselves and usually having an accounting background, they have access to training tools like videos and guides designed specifically for QuickBooks. And because they are a local person in your community, they provide both online and hands-on training tailored to your staff's needs and styles of learning. 

Could a QuickBooks Certified ProAdvisor help your small operation use its resources better, keep more accurate books, and encourage growth? Yes. Start learning how by meeting with the team at Bliss & Tuttle CPAs. Our staff of certified pros will work with you to identify your business goals, strengths, and weaknesses to find the best ways to help you. Call today to make an appointment or learn more.