Certified QuickBooks Online ProAdvisor

I am a Certified QuickBooks Online ProAdvisor. What does that mean? I can assist your small business in elevating its financial success by fine-tuning bookkeeping and record-keeping processes and delivering actionable insights to fuel business growth. To be clear, I am a bookkeeper, not an accountant. (See Accountant vs Bookkeeper below.)

QuickBooks Online (QBO) comes in different levels, depending on your company's needs. Completing the Client Assessment form will help me understand your needs.

If you already own a version of QuickBooks, that's great. I can still help you. But if not, visiting the QuickBooks Plans page will let you know what features are included in each plan.

Schedule your no-risk FREE consultation today!

View my ProAdvisor profile on Intuit.com.

Accountant vs Bookkeeper

What is an Accountant?

An accountant is someone who performs essential tasks for businesses relating to their finances. They may complete bookkeeping tasks, but also perform tasks such as developing budgets, filing taxes, providing tax advice, preparing financial statements and ensuring businesses are following all financial guidelines and regulations. For example, an accountant may create a cash flow statement and file an income tax return for the organization that employs them, among various other responsibilities. They also use accounting software and may work for a variety of businesses or have their own firm, serving independent clients and businesses. ¹

What is a CPA?

What is an Accountant?

A certified public accountant (CPA) is an accountant who passes an exam and earns a professional certification. They have accredited expertise within the accounting field and can provide valuable insight into taxes, government financial regulations and auditing. They may conduct audits of entire organizations, represent organizations during interactions with the IRS, file tax returns and advise on budgeting. A CPA’s potential clientele includes businesses, non-profit organizations, government agencies and individuals. ¹

What is a Bookkeeper?

What is an Accountant?

What is a Bookkeeper?

A bookkeeper is an administrative professional who records and maintains financial data for a business. Some types of data bookkeepers commonly record and maintain may relate to invoices, loans, payroll, customer transactions and supplier purchases. For instance, a bookkeeper may write the number of all customer transactions and the items they purchased within a daily record, also known as a ledger. They often use software systems to analyze and organize data and can work independently or in a team with accountants. ¹

Certified QuickBooks Online ProAdvisor

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QBO & Bookkeeping Blog

Accountant vs Bookkeeper

What is an Accountant?

What is an Accountant?

What is an Accountant?

What is a CPA?

What is an Accountant?

What is an Accountant?

What is a Bookkeeper?

What is an Accountant?

What is a Bookkeeper?

Not Just QuickBooks

Microsoft Excel

Certified QuickBooks Online ProAdvisor

FREE EXCLUSIVE CONTENT

QBO & Bookkeeping Blog

Accountant vs Bookkeeper

What is an Accountant?

What is an Accountant?

What is an Accountant?

What is a CPA?

What is an Accountant?

What is an Accountant?

What is a Bookkeeper?

What is an Accountant?

What is a Bookkeeper?

Not Just QuickBooks

Microsoft Excel

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