As a ProAdvisor, you know how accounting software works and how to best leverage its features for your clients. But there’s always more to learn. To build upon your knowledge, check out this list of QuickBooks books that are a favorite among successful ProAdvisors.
No matter the Intuit QuickBooks products or versions of QuickBooks you use, you’re sure to learn a trick or two from these great reads.
7 must-read QuickBooks books for ProAdvisors
1. Fin-Tech innovation: From robo-advisors to goal based investing and gamification (Paolo Sironi)
There’s no doubt that this is a good book that you’ll learn a lot from. Although it doesn’t focus solely on QuickBooks training, it does share a novel take on:
- The intersection of financial services and technology.
- Organizing and analyzing past events to predict future outcomes.
This book is an important read for ProAdvisors because although QuickBooks is versatile, it’s not the only technology on the market. This book provides a great overview of the latest accounting trends and business management strategies that you should share with your clients.
Reasons to read this QuickBooks book
- Understanding broader industry trends can help you plan your future career trajectory.
- This book will help you formulate strategies to remain in control while communicating with clients. When questions are raised, you’ll be ready to respond with just the right answer.
2. QuickBooks 2018 all-in-one for dummies (Stephen L. Nelson)
This book may be ‘for dummies,’ but QuickBooks ProAdvisors will be pleasantly surprised by the level of detail inside.
Written in a conversational tone with easy-to-follow instructions, this is a valuable resource from a CPA who knows his stuff.
Nelson has written eight mini-books, each on its own separate topic, and combined them into one master guide. From managing payroll to cash flow, this is a great reference manual to check when you have an accounting question.
Bonus: there’s also a handy refresher of the accounting principles that form the basis of QuickBooks in this book.
3. Bank 2.0: How customer behavior and technology will change the future of financial services (Brett King)
Being a QuickBooks ProAdvisor may not mean much to your busy clients if they’re not familiar with the term. What might be more effective is instead, branding yourself as an all-around financial guru for small business owners.
This QuickBooks book gives you the details you need to understand modern customer behavior and financial technology. It also looks at how these factors are changing the way that banking occurs today.
As you gain a solid understanding of what clients need and want from the future of banking, you’ll be better prepared to adapt your business model and provide relevant advice to clients as the industry moves forward.
4. How women decide (Therese Huston)
Contrary to the title, this book isn’t just about how women think — it’s about how both sexes arrive at decisions.
It does, however, focus on how the average woman feels rather detached from the financial world.
This knowledge presents QuickBooks ProAdvisors with an opportunity to appeal to female clients on a very different level.
By reframing financial concepts and bringing clients up to speed on the state of financial technology, ProAdvisors stand a better chance at success when they adapt their communication style for different clients’ needs.
5. Blockchain revolution: How the technology behind Bitcoin and other cryptocurrencies is changing the world (Don & Alex Tapscott)
Blockchain technology is the famous underlying concept behind cryptocurrency, but it can be used for far more than just trading Bitcoin.
From standard online banking transactions to smart contracts, blockchain is slowly redefining how we view the concept of moving money from one place to another.
This technology is fascinating because it offers a streamlined way to conduct financial transactions without the risk of being hacked.
This book takes you deep into the blockchain world so you can stay on top of this ongoing revolution in the financial industry.
6. Successful QuickBooks consulting: The comprehensive guide to starting and growing a QuickBooks consulting business (Michelle Long)
There’s no doubt that gaining an understanding of “trendier” financial topics is important.
However, sometimes you need a book that relates specifically to your everyday practice.
Although the technology Long wrote about ten years ago maybe a little outdated, don’t let that deter you as her principles for growing your QuickBooks consulting business remain every bit as relevant today.
Whether you wonder how to raise your rates or want to learn more about how to better communicate with clients, this QuickBooks book covers everything you need to know to keep your business going strong.
7. The FINTECH book: The financial technology handbook for investors, entrepreneurs, and visionaries (Susanne Chishti & Janos Barberis)
No matter how in-depth your financial knowledge is, it likely doesn’t include the expansive industry expertise found in this book.
Yet, this book is far more than a random hodge-podge of loosely related stories. Instead, it contains information geared towards helping you understand your role in the larger economic climate.
With detailed explanations of industry developments and insights from diverse thought leaders, this book will help you piece together which key factors are driving the changes in the world around you.
And as a result, you can start to develop the flexibility you need to stay relevant in a fast-paced world.
Wrap up: Why these QuickBooks books will fuel your success
QuickBooks products are complex and accounting technology is always changing. As a result, ProAdvisors need access to QuickBooks-specific resources that help them brush up on their skills and stay up-to-date on new features and shortcuts.
Long story short, is that if you feel that your expertise is stagnating, the financial and QuickBooks books listed above will help get you out of a rut and onto a more lucrative path.
See how Method:CRM helps you deliver more value to your clients with a free demo of the #1 rated CRM for QuickBooks users.
