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Learning to exceed our expertise

Without a doubt, QuickBooks® training and certification are the supreme resources in the pursuit of accounting excellence.

As the old saying goes, “From the numbers, knowledge.” This accounting truth is one of the Society of ProAdvisory’s core beliefs. The more we know, the greater our ability to guide clients toward success and bring balance to the books. It is our duty as their trusted advisors to relentlessly push the limits of our knowledge and skill sets in order to better serve them. As we all strive to exceed our expertise, we begin to fulfill our unique ideas of success and build the business we envision.

To commence this journey, Society members can always consult the training and certification tab found within the ProAdvisor section of QuickBooks Online Accountant.

QuickBooks Online training provides not only the necessary knowledge to help ProAdvisors impact small businesses in meaningful ways, but the confidence, credibility, and expertise to excel as entrepreneurs. Clients take note of advisors who are truly fluent in the product and come to realize how hard it would be to live without such an indispensable asset.

In addition to client retention, ProAdvisors who earn their QuickBooks certification amplify their appeal to potential clients and obtain a spot on the treasured Find-a-ProAdvisor directory.

With this listing, not only do ProAdvisors join a network of world class accounting talent; they become renowned for their choice to go above and beyond. For these reasons, certified ProAdvisors are the first people small business owners call for help, and the Find-a-ProAdvisor directory is their beacon of opportunity. With over a million potential clients routinely searching the network for an accounting or bookkeeping professional, the right attitude is just as critical as expertise. As one Society member said, certification affirms that ProAdvisors are adaptable to change, willing to embrace technology, and enthusiastic about helping clients with a tool that’s easy to use.

If that’s not enough, certification alone propels people halfway to gold ProAdvisor status and the next tier of training benefits. It’s hard to argue with those numbers.

Beyond QuickBooks certification, the free education available to ProAdvisors is staggering. Webinars, tutorials, and specialty training abound. Certified ProAdvisors can undertake advanced certification to multiply their mastery of the accounting arts, and elite tier ProAdvisors gain access to master classes.

More training options are always emerging, and there are still ways to grow even without access to the ProAdvisor Program’s top tier benefits. As Society members have attested, one of the best ways to stay up to date on product changes is to practice within QuickBooks Online itself.

Training isn’t just a tool to help ProAdvisors themselves; it’s a resource to improve client habits. Small businesses need help learning how to use the software, and they look to their ever-present advisors to guide them on issues ranging from where to send files to payroll and transaction troubleshooting. Supplemental QuickBooks Online training guides go more in depth and can be great jumping off points for ProAdvisors to start their own training programs with clients. Even becoming familiar with other existing products, such as QuickBooks Online Advanced or QuickBooks Enterprise, is a simple but valuable way to recommend services for mid-market clients with special needs.

The Society community has worked hard to mold ProAdvisory into a culture of learning over the years. Since much of the knowledge available is produced by ProAdvisors and shared among peers, there will always be new ways to grow greater together. And as the Society continues to invest in every member’s future, it’s important to remember that expertise is only the first step on the path of ProAdvisory.

Get QuickBooks certified to attain your expert status, claim your spot on the Find-a-ProAdvisor directory, and start guiding clients in your direction. Then earn your advanced certification to magnify your mastery of the accounting arts and stand out among your fellow ProAdvisors.

Follow @SocietyofProAdvisory on Instagram to acquire the next key training insights.

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