Marketing For Accountants


Serving clients across Tampa, Florida, and all over the United States. Enjoy free QuickBooks Online, payroll, and time-tracking for your practice right when you join ProAdvisor. You’ll also get discounts on services and supplies.

QB-Pro-Advisors-Help-02.pdf – Email sent to ‘QB Pro Advisors Help’ cancelling service. QB-Pro-Advisors-Help-01.pdf – Letter mailed to ‘QB Pro Advisors Help’ cancelling service. I have not used this service nor contacted ‘QB Pro Advisors Help’ for assistance or use of this service since the day of this instance which was February 20, 2019.

Earn extra income as a member of Intuit’s growing team of experts on TurboTax Live and QuickBooks Live. As a ProAdvisor who has been certified for the last 10 years, I recommend that you have your study guide open to the section of the exam that you are taking.

While “Alex” was working remotely on my computer, I received and invoice # via email. Finally, I talked with a lady “Ron” and described my situation. I asked if “QB Pro Advisors Help” is a QB company. I then discussed what the expense is for technical support from QB; I was told $299.95 per year, $89.95 per assets = liabilities + equity 3 months or $35.00 per month. “Ron” informed me that QB does not offer any technical support in greater than annual periods, she suggested I immediately stop payment. We discussed the possibility of this being a fraudulent transaction since “QB Pro Advisors Help” had misrepresented themselves as being QB.


I was very frustrated because of getting lots of errors while working. I contact QB Proadvisor Help for QuickBooks Support.

Professional Tax Support

On February 21, 2019 I sent a letter to ‘QB Pro Advisors Help’ demanding cancellation of service via USPS Priority Mail tracking number . March 28, 2019 and April 1, 2019 'QB Pro Advisors Help’ aka QUICKBOOKKEEPINGEXPERTS has reapplied the charge of $3395.00 ($2500.00 + $895.00) to my business credit card. Consumers love to do business with someone that can admit mistakes and state how they made improvements.

Check your eligibility for federal relief programs, calculate the potential loan amount, and estimate how much of the loan may be forgivable with Intuit Aid Assist. A ProAdvisor is a QuickBooks-certified independent accounting pro who can provide strategic insights to drive small business success. Get the desktop software and training you need to maximize productivity, at an exclusive QuickBooks ProAdvisor price. Get access to a limited free version for your clients. Get 30% off for your firm, and 20% off for clients.

By accessing and using this page you agree to the Terms and Conditions. Sign up for QuickBooks Online Accountant to automatically unlock ProAdvisor perks and resources, and start growing and managing your practice under one login.


We include a suite of software and services to help you automate your business operations so you can earn more and work less. A QuickBooks ProAdvisor is a person, typically a CPA or a business consultant, 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, QuickBooks Point of Sale, QuickBooks Enterprise, etc. And there are different levels of knowledge too, with advanced being the highest. Someone who holds an Advanced certification in QuickBooks is knowledgeable in all the ins and outs of this software.


I allowed ST to sign on to my computer remotely. ST informed me that my company file was 79% corrupted and when that corruption reached 84% that my company file data would be unrecoverable and lost. I was very concerned; I cannot afford to lose 10+ years of accounting data. COVID Wage Growth Report How the pandemic has affected wages across the U.S.Pay Transparency Report Does pay transparency close the gender wage gap? College Salary Report Which alumni earn the most after graduation? Keep your clients on track with our in-house tool that makes performance and progress tracking a breeze.


For client subscriptions the connected accountant will receive points as long as they are connected to the account, and the account has an active subscription. For full details about how to earn, log into your ProAdvisor dashboard today. Craig Kershaw of The CFO Source is a certified QuickBooks ProAdvisor with years of experience in accounting, taxes and bookkeeping. So if you live in Halethorpe, MD or surrounding areas, feel free to get in touch with us! If you are from another state or other parts of Maryland, go to the ProAdvisor website and search within your zip code. In addition to that, you can look for the ProAdvisor badge many QuickBooks-certified CPAs have on their website and LinkedIn accounts. Generating relevant financial reports to keep a pulse on your data.

Sign Up For Quickbooks Online Accountant

I recommend downloading the study guides to your computer to follow along and take notes as you watch the webinar. If you can’t finish a webinar in one session, the program will save your progress so that you can pick up where you left off easily.

You must be a Certified QuickBooks to be listed on the Find-a-ProAdvisor online directory. Find-A-ProAdvisor basically launched my whole book of business, and I have nothing but glowing things to say about it. Rack up points for the things you need to keep your practice thriving. Save time and money requesting the signatures you need for key documents. Up to 25% off top-rated apps when you manage billing for your client.

  • Once approved, your response will appear beneath the review, helpingmaximize your profileand attract ProAdvisor perusers to your firm.
  • We’ll help you save time, save money, and ignite growth through our all in one suite of bookkeeping, tax, payroll, and business app services.
  • There is no cost to take the exam which has a total of 55 questions, which are broken down into seven sections.
  • In addition, there are advanced certifications available for both QuickBooks Online and QuickBooks Desktop.

Access free training from beginner to advanced levels designed by and for accounting professionals. Available as on-demand and real time virtual, all while earning CPE credits. In proadvisor replying to negative reviews, you should have two objectives in mind. First, if the concerns are actionable and legitimate, you can take this opportunity to rectify the situation.


TSG ProAdvisor is suited for anyone who wants to start a tax and accounting business or grow their existing practice. There are plenty of website services out there for accountants, but oftentimes these are pre-fabricated templates that are not unique or personal to your business. Showcase your services to a vast, diverse network of potential clients. Land clients with a listing on our Find-a-ProAdvisor1 directory, plus get advanced marketing and partner resources. The ProAdvisor Program offers benefits and resources that only get better as you grow. Simply sign up for QuickBooks Online Accountant to start turning progress into perks—from discounts to marketing tools and training.

I’m a hands-on learner so, sometimes, I will pause the webinar and practice doing something that I just learned. If you prefer live instruction, you can check the schedule for a list of all upcoming QuickBooks workshops. Before you attend a live workshop, be sure to download the study guides to your computer so that you can follow along with the instructor. Once you create your QuickBooks Online Accountant account, you have access to all of the study guides, webinars and exams for free. Like any exam, you need to study in order to pass the exam successfully. The extensive training is broken up into seven modules, which are about 6.5 hours of time that you will spend watching the webinars and go through the study guides. You don’t need an accounting or bookkeeping background or any type of formal education to take the certification exam.

A ProAdvisor is a QuickBooks-certified accounting pro who provides strategic insights to drive small business success. I was really satisfied with the service to resolve my issues. They resolve my issues on time and I was so amazed by the high quality of services that QB Proadvisor Help give to me. They are really focused to provide excellent, and fast service.

Intuit Marketing Hub Ready-to-use resources to market and grow your practice. Pricing & Promotions Essential products & supplies with discounts just for pros.

We do provide support with our software but the accountants on our list can offer numerous benefits. For example, you may prefer to save yourself time by having them do the SOS set up for you, or provide on-site training for you and your team. Note that these ProAdvisors do charge a fee for their extra services. Your practice belongs among the 600,000 tax and accounting professionals who lean on us to make an even bigger difference for their clients.

Core products built to meet your and your clients’ unique needs. This will only anger the writer of the review, and is also a huge red flag to potential clients. Invite the client to contact you to address their challenges. Be polite – thank your client for their review to your business. Your replies will go through our standard approval process and post in about 72 hours. Once approved, your response will appear beneath the review, helpingmaximize your profileand attract ProAdvisor perusers to your firm. I have not contacted ‘QB Pro Advisors Help’ for their services or received any contact from ‘QB Pro Advisors Help’ offering their services since that horrible day February 20, 2019.

Author: Ken Berry