What is a QuickBooks ProAdvisor? Your Tour Guide…and translator through the foreign country of accounting, Bookkeeping, and QuickBooks. A QuickBooks ProAdvisor is a tour guide for businesses through the world of bookkeeping and QuickBooks. A tour guide is needed for two different reasons.
#1 Accounting is a Foreign Language: Let’s be honest, accounting is a Foreign Language with its own terms and lingo, based in math. To understand accounting, it must be studied and learned as if it’s a complicated language, only in numbers and Formulas instead of words. The field of accounting/bookkeeping is usually limited to those of us born with the ‘Math Brain’. Those of us without the ‘Math Brain’, tremble in fear upon hearing the words: math, algebra, geometry, accounting, bookkeeping, and TAX season!
#2 Foreign Language of QuickBooks: Tour Guide through QuickBooks. QB on the surface appears user friendly. Underneath is a sophisticated bookkeeping program with many “Bells And Whistles” that are often overlooked by users.
QuickBooks Co-pilot
In one way a QuickBooks bookkeeper is like being an airline co-pilot. You the business owner being the captain with your focus on flying the aircraft, running your business. I’m your co-pilot watching the gauges, monitoring how the airplane is performing. Monitoring monthly Balance Sheet, Income Statements, Cash-flow. These three financial statements are the primary gauges to monitor the financial health of every business.
These three financial statements Balance Sheet, Income Statement, Cash-flow Statement, are the primary gauges. These statements are the source for the in-depth accounting business ration’s (Liquidity, Efficiency, Solvency, & Profitability).
Getting the most from QuickBooks
As a salesman selling QuickBooks products and services, from my time combing thru QB, I will be honest it’s a much better program when it’s set-up correctly and thoroughly. Best description is QB is thirsty for information, more details added the better QB will perform. QB looks very user friendly for clients to use, having a quality bookkeeper makes it smoother to use. Wanting to ensure my knowledge of QB would be expert level, so my clients get the most out of QB for the money. QuickBooks problems and issues arise when QB is set up with half the details, meaning you will not get the total benefit for your money.