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Choosing a Certified QuickBooks ProAdvisor.

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A ProAdvisor is an accounting professional certified by Intuit to set up, clean up, manage, and troubleshoot QuickBooks files. Here is what the credential covers, what it doesn't, and what to ask before you hire one.

Fixed fee, agreed in writing once the free review of your file is done.

Online & Desktop

Reviewed before delivery: before the file comes back to you, each account in it is reconciled to its statement and anything unresolved is written down. The six review steps.

Quick answer

The ProAdvisor title is an Intuit software certification, not a tax license or a CPA designation. If you need your books kept rather than QuickBooks taught, check two things separately: the certification, in Intuit's directory, and whether the firm reconciles every account to its statements and reviews the work before delivery.

Credentials

What the credential covers — and what it doesn't.

An Intuit certification shows that a bookkeeper has been trained and tested on the software. It doesn't replace bookkeeping judgment, and it isn't a license to file taxes. It is a useful filter — one of several things to check before you hire.

Every engagement is reviewed by a Certified QuickBooks ProAdvisor. Credentials held: Intuit QuickBooks Certification Level 1, Intuit QuickBooks Certification Level 2, QuickBooks Online Payroll Certification, Client Advisory Services Foundations and Intuit Bookkeeping Certification. Verification available on request.

QuickBooks and ProAdvisor are Intuit trademarks. More about the firm.

Check it yourself

How to verify a ProAdvisor's certification yourself.

A badge on a website is a claim. Intuit's directory is where the certification can be checked.

  1. Open Intuit's Find a ProAdvisor directory at quickbooks.intuit.com/find-an-accountant.
  2. Enter a location (zip code, town or address) and filter by industry, services and preferred software.
  3. Open the firm's listing and check the credentials it shows.
  4. Read a certification for what it is: a passed Intuit QuickBooks proficiency certification exam; ProAdvisors are independent, not Intuit employees.
  5. A ProAdvisor who doesn't recertify is de-certified and the profile is unpublished, so a live listing reflects current certification.
  6. Ask the firm for its Credly badge or certificate; Intuit issues ProAdvisor certification badges through Credly.

Method checked on against Intuit's directory and ProAdvisor program pages. Intuit changes its program; where its pages differ from these steps, follow Intuit.

A timeline of a QuickBooks ProAdvisor certification: the person passes Intuit's proficiency exam, a software certification rather than a degree or CPA license; Intuit issues the badge through Credly; certification is renewed in a window every May and June; and a ProAdvisor who misses recertification is de-certified and the profile unpublished, so a live directory listing reflects a current certification.
Figure data as a table
A ProAdvisor certification's year, and how to tell a listing is current
DateEventDetail
On passingCertifiedPassed Intuit's QuickBooks proficiency exam: a software certification, not a degree or a CPA license.
After passingBadge issued through CredlyAsk the firm for its Credly badge or certificate.
Every May–JuneAnnual recertificationQuickBooks Online Level 1 and Level 2 certifications are renewed in this window.
Window missedDe-certified, profile unpublishedSo a live listing in Intuit's Find a ProAdvisor directory reflects a current certification.
Source: Intuit ProAdvisor program pages. Checked: 2026-09-29.
Checking the directory tells you the certification is current; whether a firm reconciles every account and reviews the work before delivery is a separate question to ask.

What we handle

The whole QuickBooks job, from setup to monthly management.

QuickBooks cleanup

Inflated balances and broken reports diagnosed and rebuilt to tie out.

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QuickBooks setup

A proper foundation — chart of accounts, feeds, and rules — from day one.

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Desktop → Online migration

Move to QBO with balances intact and a verified cutover.

Learn more

QuickBooks support

Answers and fixes when your file has a problem — not a hold queue and a ticket.

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Looking for the ongoing service rather than the credential? See QuickBooks bookkeeping and management →

QuickBooks Live, compared

Two different ways to get QuickBooks help.

Two ways to get QuickBooks help: QuickBooks Live and our approach
QuickBooks LiveOur approach
Scheduled hours within a published scopeA scope set in writing for your file after a free review.
Priced in tiers by your monthly expensesA fixed fee based on your actual volume and complexity.
Covers the work in Intuit's published scopeReconciled, closed, and CPA-ready.

Checked: , the QuickBooks Live column against Intuit's help article on the bookkeeping service.

Full comparison: QuickBooks Live vs ProAdvisor, scope by scope →

FAQ · Updated October 2026

The questions owners ask before working with a ProAdvisor.

A Certified QuickBooks ProAdvisor is an accounting professional certified by Intuit — credentialed to set up, clean up, manage, and troubleshoot QuickBooks files. The certifications are specific to the software and the task, so it's worth checking that the credential matches the work you need done. The credentials our team holds are listed on this page.
QuickBooks work happens inside the file, so a ProAdvisor doesn't need to be in your city. We work on QuickBooks Online and Desktop remotely, for businesses across the US, Texas-first. Get a free books review to start.
Both, and the credential doesn't change which one we'll work in — whichever you're already on. Setup, cleanup, and migration between the two versions with balances kept intact are all in scope. Ask about your specific version and we'll say plainly whether it's the right fit or whether switching makes sense.
We scope the work in writing once the free review of your file is done, do the hands-on setup, cleanup, or monthly management, and review every engagement before delivery. You keep your own QuickBooks subscription and admin rights throughout.
Check that the certification matches the work — QuickBooks Online, Desktop, or Payroll. Ask how the work is reviewed before it's handed back. Ask for the scope and the fee in writing. Keep the QuickBooks subscription and admin rights in your own name. And confirm the ProAdvisor will work alongside your CPA rather than around them.
A flat monthly fee for ongoing management, or a one-time fixed fee for cleanup, setup, or migration — confirmed in writing once the free review of your file is done. No hourly billing, and the fee is settled before work begins.
QuickBooks Live is Intuit's bookkeeping service — a team working scheduled hours within Intuit's published scope. Our approach is a fixed fee scoped to your file, with the work reconciled to source and every engagement reviewed before delivery. The full comparison is on the QuickBooks Live vs ProAdvisor page.
No — and we say so plainly, because the ProAdvisor credential covers QuickBooks skills, not a tax license. What it gets you is a file that's accurate and ready to hand to whoever does your taxes; the filing itself, tax advice, and any audit work stay with your CPA.

Want to talk it through? Request a call.

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A call to look at your QuickBooks and tell you the truth about what it needs. A written scope with one fixed fee follows; no price is guessed on the call.

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