Quickbooks Proadvisors

As a QuickBooks Certified ProAdvisor, YHB is certified to provide your business with the tools you need to harness the power, features and functionality of QuickBooks. No matter your needs, YHB can tailor our approach to assist you with anything from initial QuickBooks setup to providing custom QuickBooks training and ongoing accounting support. All Certified QuickBooks ProAdvisors are specially trained experts who have earned their credentials by passing a third-party administered QuickBooks certification course. Although you should note that taking the classes through Intuit does not necessarily make you more qualified for the certification exam.Through an authorized accounting organization.

Alex has also obtained the Personal Financial Specialist certification from the AICPA in September bookkeeping 2017. Riley graduated from Auburn University in 2010 with a bachelor’s degree in business.

Quickbooks Training Class Columbus

Besides helping to manage the firm’s Culpeper office, Chris is a member of YHB’s construction and business consulting teams. His experience includes preparation of financial statements and corporate/partnership income tax returns for private company clients, as well as service in the U.S. Cathie joined YHB in 2020 with a Bachelor of Arts degree in Accounting from Michigan Online Payroll Maker State University. She has over 30 years of public accounting experience including having owned and operated her own firm. Cathie has served clients in a variety of industries by providing tax, accounting and consulting services. Cathie has used her tax expertise not only to serve her clients, but also her peers through leading tax training courses and tax talks.

quickbooks pro advisor training

While he has broad experience working with clients, his focus over the last several years has been working with corporate and government contracting clients. A passionate accountant who loves working at Yount Hyde Barbour, Tom has been with our firm since beginning his career in 1984. in accounting from Shepherd University and has been recognized as a “Master Rainmaker” by the Rainmaker Academy and a “Super CPA” by Virginia Business magazine. Lynn graduated from Virginia Tech with a Bachelors of Science in Accounting. She is a licensed CPA with over 38 years of accounting experience in the public and private sector.

Tip 1:  Watch The Online Trainings For Each Module

Depending on your clients’ needs, you can choose to be certified in QuickBooks Online or QuickBooks Desktop, or both. While QuickBooks Online is best for companies that have multiple users or need remote access, QuickBooks Desktop allows you to do accounting for multiple companies. It is also flexible enough to accommodate the needs of farmers and ranchers as well as construction companies, with the QuickBooks Desktop Premier Contractors Edition. You don’t need an accounting or bookkeeping background or any type of formal education to take the certification exam. To become a certified QuickBooks Online ProAdvisor, you must complete an 81-question exam successfully with a passing score of 80 percent or better. Most people should plan to invest at least 12 to 16 hours of studying to prepare for the exam. You can take the exam up to three times if you don’t pass on your initial attempt.

  • When you are ready, take the ProAdvisor certification exam to show the world your expertise in QuickBooks.
  • In addition, Adrian believes communication is critical and is continually working with clients to keep them up to date on current developments and tax law changes.
  • You don’t need an accounting or bookkeeping background or any type of formal education to take the certification exam.
  • There are online tutorials available on the official QuickBooks website that you can access for free.
  • She performs innovative income tax planning, complex tax return preparation and review for individuals, corporations, partnerships and trusts.

Shelley is a graduate of Shepherd University and regularly leads bank tax training for our staff and clients. As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved. He also provides strategic guidance and planning for clients involved in stock option transactions and wealth transfer. At YHB, Jim is the principal in charge of our IT systems, serves on the firm’s Retirement Plan Committee and is heavily involved in training staff. Kevin excels in advising construction businesses and their owners on ways to minimize taxes and achieve their objectives.

Brian is readily accessible to provide advisory services on technical questions and simple ones. He regularly meets with bankers, attorneys, real estate agents and various other service providers to assure his clients always have access to the experts they need. Jeanette has over 30 years of experience in public accounting, specializing in construction accounting and tax. bookkeeping Since 1980, her career has focused on accounting for closely held companies. In serving clients, Jim above all looks for different ways to provide value. To this end, he takes a team approach characterized by a high level of communication and responsiveness, so if he personally is not available to answer questions or help with an issue, another member of our firm will be.

In addition, she has a thorough understanding of estate planning issues, as well as a proven ability to work with family dynamics. As a result, she can meet the full range of a client’s tax and estate planning needs, from serving as a trustee and managing finances to helping with business succession planning. She is especially good at helping clients get caught up with past-due tax returns.

Since most people need flexibility to learn on their own schedule, many courses are either on-demand videos or live virtual classrooms. In general, there are no prerequisites required to take a QuickBooks course.

While some individuals may benefit from a QuickBooks certification, others may find it unnecessary. While you cannot claim to be “certified” with QuickBooks without the certification process, that doesn’t stop you from otherwise becoming proficient in—or even mastering—the software. While you should always learn how to use your chosen accounting software correctly, you don’t require a personal certification to do so.

Posted by: Romain Dillet

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