Certified QuickBook Pro Advisor

Intuit Pro Advisor for Tri-Cities

What is a QuickBooks Certified ProAdvisor?

You receive additional training in QuickBooks and QuickBook add-on products such as point of sale and merchant services.

Serve any QuickBooks Client with a Complete Suite of Software

  • QuickBooks Accountant Plus
  • NEW! Intuit Statement Writer
  • QuickBooks Online Plus
  • QuickBooks Enterprise Solutions for Accountants with Advanced Inventory
  • NEW! QuickBooks for Mac
  • Intuit Merchant Services
  • Intuit Connected Services Bundle
  • QuickBooks Point of Sale Free 30-day trial

Why Consult with a ProAdvisor?

  • TROUBLE SHOOTING ProAdvisors like Loretta are a great resource if you run into trouble with QuickBooks. Besides her own extensive knowledge Loretta has access to Intuit's US based support team.
  • TRAINING Loretta can create a training program just for you. You'll get one-on-one advice at your pace and that serves your needs.
  • OPTIMIZATION Customize QuickBooks to work just the way you need it.

QuickBooks Support that Works for You

Find out more about what Optima can do for you in Tri-Cities

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"I had some experience with Quickbooks and tax reporting but by no means was an expert.  Thanks to Loretta and the time she took with me I am now well versed in all things Quickbooks and tax reporting.  Her business ethics and knowledge have been a tremendous help to me and the company I work for. "

--Lisa McGaughey, &Yet Web Designs

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