For high-net-worth families at the helm of family-owned enterprises, retirement planning is a multifaceted challenge…
What is a QuickBooks ProAdvisor?
A QuickBooks ProAdvisor is a person, typically a CPA or an accounting technician, who completed the course, took the test, and became certified in QuickBooks. There are different types of certifications one can apply for, including QuickBooks Online (QBO). Someone who holds an Advanced certification in QBO is well-informed in all the ins and outs of this software.
What Does a QBO ProAdvisor Do?
QBO ProAdvisors help business owners get the most out of this software by:
- Helping you choose the right version of software for your business.
- Setting up QBO properly, creating or importing the company file and completing the chart of accounts.
- Customizing QBO to the unique needs of your business.
- Training your employees on what they need to know about QBO in their role.
- Cleaning up your QBO file to reduce size and eliminate clutter.
- Generating relevant financial reports to keep a pulse on your data.
- Consulting on how to use QBO to grow and improve your business.
Why Choose a Shajani QBO ProAdvisor?
Reading blogs or watching online instructional videos can be helpful to an extent, but this information is often rehashed and filtered through multiple sources. With a Shajani QBO ProAdvisor you get straightforward advice and information that is accurate, up to date and answers your questions. The set up is taken care of and links to your bank and credit card feeds are monitored for proper recording.
Using a QBO ProAdvisor from Shajani LLP also gives you advisor access to the Shajani LLP team of Chartered Professional Accountants and Tax Experts. This is of immense value considering the data will be used for financial statement presentation and compiling tax returns.
The Shajani team is also handy if you really don’t want to do the work yourself, or just need a short-term break. Our accounting techs would be happy to do that work at your request.
How Do I Get Started?
Send any of our team members an email or get in touch with me email@example.com I would be happy to assist.
This information is for discussion purposes only and should not be considered professional advice. There is no guarantee or warrant of information on this site and it should be noted that rules and laws change regularly. You should consult a professional before considering implementing or taking any action based on information on this site. Call our team for a consultation before taking any action. ©2022 Shajani LLP.
Shajani LLP is a CPA Calgary, Edmonton and Red Deer firm and provides Accountant, Bookkeeping, Tax Advice and Tax Planning service.