What is a Quickbooks ProAdvisor?

A ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success.  I am advanced certified in Quickbooks Online which means that I’ve completed hours of online training on complex transactions and passed the certification exam. My understanding and knowledge of Quickbooks Online leads to efficiency to help save you time and money. I am also able to pass on discounts on Quickbooks products to clients.

What other Programs and software are you familiar with?

Quickbooks Online is my software of choice for most small business accounting needs. I am a big proponent of using technology to save my clients time and money. Many of these technologies include Bill.com, T-Sheets, Third Party Quickbooks Apps, and Hubdoc. I am able to set these tools up from scratch or provide a seamless transition between technologies so that you are using the best software for your needs.

What will you need from me to get started?

I will need all new clients to complete my New Client Questionnaire. Upon receipt of this questionnaire, I will schedule a complimentary consultation by phone or meet you in person at your place of business to discuss your answers in greater detail and understand your business needs.

I have worked with many different types of businesses in many industries. Here are industries I’ve worked in:

  • Not for Profit

  • Higher Education

  • Healthcare

  • Fitness Facilities

  • Engineering

  • Professional Services

If your industry is not included on the list, please send me a message and we can discuss whether or not your business is a good fit for my services.

What industries do you work with?