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Quickbooks Proadvisor Pricing Detailed Analysis [in 5 min]
Is managing your business finances with QuickBooks giving you a headache?
You're not alone. Using QuickBooks can be tricky, especially if you're not getting the most out of it.
What about having an expert who can set up QuickBooks for you, who can make your financial tasks easier, and provide ongoing support. Sounds great, right?
Guess what? You're in the right place!
Hiring a QuickBooks ProAdvisor can make a big difference for your business.
In this guide, I'll explain everything you need to know about QuickBooks ProAdvisor pricing, the benefits of working with a ProAdvisor, and how you can become one yourself.
Here's what you'll learn:
📝 What a QuickBooks ProAdvisor does and how they can help your business.
📝 Details about the QuickBooks ProAdvisor Program and its different levels.
Busy? No problem! I'll also cover:
📝 How to get the most benefits from the ProAdvisor program to help your business grow.
Plus, I'll share real-life examples of businesses that have succeeded with the help of a ProAdvisor.
Don't miss out on this guide that can change how you handle your finances with QuickBooks.
Ready to make your QuickBooks experience easier and more efficient? Let's get started!
What is a QuickBooks ProAdvisor?
A QuickBooks ProAdvisor is a certified expert who knows a lot about using QuickBooks to help businesses with their finances.
They can set up QuickBooks, handle payroll, manage inventory, and create reports.
ProAdvisors help businesses use QuickBooks better and make their accounting tasks easier.
What are the Benefits of Working with a ProAdvisor?
Here are the benefits:
Expert Guidance
ProAdvisors give you advice on how to use QuickBooks well, so you can get the most out of it.
Customised Solutions
They can set up QuickBooks to fit your business's specific needs, creating custom workflows.
Training and Support
ProAdvisors teach you and your staff how to use QuickBooks and provide ongoing support to fix any issues.
Increased Efficiency
With a ProAdvisor’s help, you can make your accounting processes faster and reduce mistakes.
Improved Financial Management
ProAdvisors help you manage your finances better, offering insights and strategies for growth.
How to Become a ProAdvisor?
Here’s what you need to do to become a QuickBooks ProAdviser:
Training
ProAdvisors go through detailed training on QuickBooks, learning all about the software.
Examination
After training, they must pass a certification exam to prove their skills.
Continued Education
To keep their certification, ProAdvisors must continue learning about new QuickBooks features and accounting practices.
Certification Levels
There are different certification levels, such as QuickBooks Online, Desktop, and Advanced. Each level requires specific skills and knowledge.
Overview of QuickBooks ProAdvisor Program
Let’s talk about the QuickBooks ProAdvisor Program. It has different levels to help you learn how to use QuickBooks for helping businesses.
Here are the main levels:
QuickBooks Online ProAdvisor
Focus: Getting good at QuickBooks Online.
Skills: Setting up QuickBooks Online, managing transactions, creating reports, and using other apps with it.
Who It's For: If you work with businesses using the cloud-based version of QuickBooks, this is for you.
Benefits:
- Free Membership: You get training resources and basic certification for free.
- Software Discounts: You can get QuickBooks products and services at a discount.
- Support: Basic help from the QuickBooks ProAdvisor team.
- Marketing Tools: Your name will be listed in the QuickBooks ProAdvisor directory, which can help you get new clients.
QuickBooks Desktop ProAdvisor
Focus: Getting good at QuickBooks Desktop versions.
Skills: Installing, setting up, managing payroll, tracking inventory, and making financial reports.
Who It's For: If you help businesses using the desktop version of QuickBooks, this is for you.
Benefits:
- Annual Subscription: Access to QuickBooks Desktop software, including Pro, Premier, and Enterprise versions.
- Comprehensive Training: Lots of training materials to help you master QuickBooks Desktop.
- Priority Support: Better support to quickly solve client problems.
- Client Resources: Marketing materials and tools to help you grow your client base.
QuickBooks Online Advanced ProAdvisor
Focus: Getting really good at QuickBooks Online.
Skills: Handling complex accounting tasks, advanced reporting, and business analytics.
Who It's For: If you already know QuickBooks and want to offer higher-level services, this is for you.
Benefits:
- Advanced Training: Access to advanced training and certification.
- Premium Support: Priority access to top-level support for tricky issues.
- Enhanced Directory Listing: Better visibility in the ProAdvisor directory, showing your advanced skills.
- Exclusive Resources: Access to special webinars, events, and advanced tools for top QuickBooks users.
The Additional Benefits of the QuickBooks ProAdvisor Program:
- Continuous Learning: You keep getting education and updates on the latest QuickBooks features and best practices.
- Networking Opportunities: You can connect with other ProAdvisors and industry experts through events and online groups.
- Certification Badge: You earn a badge to show on your website and marketing materials, which boosts your credibility.
Detailed breakdownQuickBooks ProAdvisor Program Pricing
The QuickBooks ProAdvisor program offers exclusive discounts, tools, training, and events to help you grow your business. Signing up is free, and the benefits improve as you advance through the program.
Here’s a breakdown of what you get at different levels.
ProAdvisor Tiers
Silver (0-499 pts):
- Access to basic marketing tools
- QuickBooks Online migration toolkit
- Digital badges
Gold (500-2399 pts):
- All Silver benefits plus:some text
- Client engagement email templates
- Listing in the Find-a-ProAdvisor directory
- Discounts on QuickBooks Payments and Mailchimp
Platinum (2400-6999 pts):
- All Gold benefits plus:some text
- Firm growth consultation
- Enhanced support
- Higher discounts on ProConnect Tax and Intuit Tax Advisor
Elite (7000+ pts):
- All Platinum benefits plus:some text
- Special events
- Promotions
- Exclusive industry events
Benefits at a Glance
- Marketing Tools and Templates: Includes Mailchimp marketing automation, client engagement templates, and listing in the Find-a-ProAdvisor directory.
- Product Perks for You and Your Clients: Free QuickBooks Online, Payroll, and Time subscriptions, along with discounts on other software, services, and supplies.
- Special Benefits and Collaborations: Contests, promotions, and exclusive industry events for Elite ProAdvisors.
- Free Trainings and Certifications: On-demand or real-time training from beginner to advanced levels, earning CPE credits.
- Premium ProAdvisor Support: Faster access to knowledgeable, US-based support.
- Accountant-Approved Apps: Recommendations for third-party apps to improve client efficiency.
Pricing for QuickBooks ProAdvisor Software Bundles
If you need desktop software, here’s the pricing for exclusive QuickBooks ProAdvisor bundles:
- ProAdvisor Premier Software Bundle: $799/year. Includes QuickBooks Accountant Desktop 2024, training and certifications, and 24/7 customer support.
- ProAdvisor Enterprise Software Bundle: $1,299/year. Includes all Premier benefits plus QuickBooks Enterprise Accountant Edition 24.0 and QuickBooks Desktop Mac Plus 2024.
How can you Earn Points?
You can earn points through various activities and subscriptions:
- 25 Points: Active Contractor Payments & 1099 filing client subscription.
- 50 Points: Active QuickBooks Online Payroll client subscription.
- 75 Points: Active QuickBooks Online Advanced client subscription.
- 100 Points: Purchase ProAdvisor Premier or Enterprise for desktop (once per year).
- 200 Points: Current advanced certification for QuickBooks Online.
Getting Started
To start benefiting from the QuickBooks ProAdvisor program:
- Sign Up for QuickBooks Online Accountant: It's free and gives you access to the ProAdvisor program.
- Earn Points: Engage in activities and subscriptions that earn you points.
- Enjoy Benefits: As you earn more points, unlock better benefits to help grow your business.
Is Becoming a ProAdvisor Worth It?
Let’s see:
Initial Investment
Becoming a QuickBooks ProAdvisor doesn't cost much compared to other accounting certifications. You can start with a free QuickBooks Online ProAdvisor membership and upgrade when needed.
Return on Investment
Here’s why it can be worth it:
- Increased Client Base: Certification can help you attract more clients who use QuickBooks. It builds trust and credibility.
- Enhanced Service Offerings: With advanced certifications, you can offer specialized services and make more money.
- Software Discounts: As a ProAdvisor, you get discounts on QuickBooks products, saving you and your clients money.
- Marketing Benefits: Being listed in the QuickBooks ProAdvisor directory gives you visibility and can bring in new clients.
Considerations for Small Businesses
Assessing Needs:
- Small businesses should think about their specific accounting needs to see if hiring a ProAdvisor or becoming one is helpful.
- If your business relies heavily on QuickBooks, a ProAdvisor can be especially valuable.
Evaluating Costs:
- Compare the costs of certification with the benefits, such as better financial management, time savings, and increased efficiency.
Top Tips for Managing ProAdvisor Costs
Here are the strategies for Budgeting for ProAdvisor Expenses
- Create a Professional Development Budget:
- Allocate a specific portion of your annual budget to cover certification costs, continuing education, and additional resources.
- Monitor your spending and adjust the budget as needed to ensure you can cover all necessary expenses.
- Take Advantage of Discounts and Offers:
- Look for discounts or special offers provided by Intuit for ProAdvisor certifications and training.
- Utilize software discounts available to ProAdvisors to save on QuickBooks products and services.
- Plan for Recertification:
- Schedule recertification exams and training in advance to spread out costs and avoid last-minute expenses.
- Set aside funds each year specifically for recertification and continuing education.
ProAdvisor Benefits: How Can They Be Used to Reduce Costs?
Here’s how:
Use Marketing Tools Effectively:
- Make full use of the marketing resources and directory listings provided by the ProAdvisor program.
- Show off your ProAdvisor certification on your website, social media, and marketing materials to attract more clients.
Offer Specialized Services:
- Use your certification to offer specialized QuickBooks services, such as setup, customization, and advanced reporting.
- Charge higher rates for advanced services to increase your revenue and cover certification costs.
Maximize Software Discounts:
- Pass on software discounts to your clients as a value-added service, making your services more appealing and possibly increasing your client base.
- Use discounted QuickBooks products for your own business needs to reduce operating costs.
Tips for Small Businesses to Get the Most Out of Their ProAdvisor Program
Here’s what you can do:
Choose the Right ProAdvisor Level:
- Assess your business needs and select a ProAdvisor with the right certification level (Online, Desktop, Advanced) that matches your requirements.
- Look for ProAdvisors with experience in your industry for more tailored support.
Utilize ProAdvisor Expertise:
- Engage your ProAdvisor in setting up and customizing QuickBooks to suit your specific business processes.
- Seek their advice on best practices for financial management, reporting, and compliance to optimize your accounting operations.
Schedule Regular Reviews:
- Schedule regular check-ins with your ProAdvisor to review your financial data, address any issues, and make adjustments as needed.
- Use these reviews to gain insights into your business’s financial health and identify areas for improvement.
Real-Life Examples: Maximizing ProAdvisor Benefits
Example 1: A small retail business hires a QuickBooks Online ProAdvisor to set up and manage their inventory system. The ProAdvisor’s expertise helps streamline inventory tracking, reduce errors, and save the business significant time and money. This allows the business owner to focus more on growth strategies and less on day-to-day accounting tasks.
Example 2: A freelance accountant becomes a QuickBooks Desktop ProAdvisor and starts offering advanced payroll and tax services to small businesses. The additional certification attracts new clients, and the accountant’s revenue increases by 25% within the first year. By reinvesting part of this revenue into further training and marketing, the accountant continues to grow their business.
Here are some Practical Tips for Aspiring QuickBooks ProAdvisors
Start with Free Resources:
- Use free training materials and webinars offered by Intuit to begin your certification journey.
- Join online communities and forums to learn from other ProAdvisors and share resources.
Network with Other ProAdvisors:
- Attend industry events and webinars to connect with experienced ProAdvisors.
- Collaborate and share insights to stay updated on best practices and new QuickBooks features.
Continuously Improve Your Skills:
- Stay committed to ongoing education and recertification to maintain and enhance your ProAdvisor status.
- Explore additional certifications, such as Advanced ProAdvisor, to broaden your service offerings and attract higher-value clients.
Conclusion
If you made it this far, you're obviously interested in understanding QuickBooks ProAdvisor pricing and how it can benefit your business.
First, consider what you need help with. Are you looking to streamline your accounting processes, get expert advice, train your staff, or improve your financial management?
Identifying your goals is crucial. It helps you decide which level of ProAdvisor certification is right for you and what specific services you need.
Once you have a clear idea, the QuickBooks ProAdvisor Program makes the rest easy. Whether you need basic support or advanced financial strategies, there's a ProAdvisor ready to assist you.
Additionally, if you're looking for a workflow automation tool to further enhance your financial management, consider Xenett.
Xenett offers innovative solutions to optimize your accounting processes and ensure your business runs smoothly.
Discover how Xenett can support your financial goals and take your business to the next level.
