#QUICKBOOKS PRO ADVISOR PROFESSIONAL#
Today – more than 12 years later – I still refer back to the ProAdvisor Program benefits and resources for new ideas, when I am making shifts in my professional journey and brainstorming new creative ways to connect with my ideal clients. It was like my sales and marketing toolkit all-in-one. This updated version of the ProAdvisor Program not only provided training and marketing resources I could use to obtain new clients, but also engagement letters I could implement to best protect myself and clients when engaging in new services. I quickly realized that the ProAdvisor Program had evolved into a significant resource center for new and growing accounting and bookkeeping professionals. I needed a sales and marketing plan, and those were two areas I had very limited knowledge in. Coming from an entrepreneurial background, I knew that my accounting and corporate experience would not be enough to bring the clients in the door. In 2009, after a decade in corporate accounting, I decided to take the leap into entrepreneurship. That’s a big deal, and something I’ve really been able to use to my advantage.” This quote still rings true today, and probably even more so. There are over 200,000 of us, and the biggest value comes from being able to say that one of our partners is Intuit. To quote myself in an interview with the Intuit Marketing Team several years back, “I think for anyone considering the ProAdvisor Program, it’s not just about the Certification. The ProAdvisor Program is our strategic partner
As I reflect back 20 years later on those experiences, I can clearly see what a significant impact it has made in my professional development. He recognized the importance of having a deeper knowledge of the technology we used with our clients, and even supported his team in our career choices to go out on our own when we were ready. My employer, a CPA and one of my very first mentors on my professional accounting journey, encouraged us all to become a QuickBooks Certified ProAdvisor. I knew this program well since I started using QuickBooks right out of high school in 1997, when I worked my way through college at a small accounting and tax firm. In December of 1996, Scott Cook, co-founder of Intuit, introduced the first version of the QuickBooks ProAdvisor Program, designed to help the accounting and bookkeeping professional get educated on QuickBooks® Desktop and Intuit’s product offerings. My first encounter with QuickBooks and the ProAdvisor Program Let me share with you my QuickBooks ProAdvisor journey through different stages, which I believe may connect best with where you are today and where you may aspire to be, as you build your strategic partnership alongside the Intuit® family. My journey goes back quite a long time – more than 20 year to be exact. When I was asked to share my QuickBooks ProAdvisor® journey for the Firm of the Future blog, I was ecstatic and overwhelmed – at the same time.
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