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Making it easier for new clients to find you

By Jake Martin

2 min read

During the next two weeks, we will be rolling out the first phase of the Find-a-ProAdvisor directory redesign to drive more connections between small businesses and Certified ProAdvisors. This is the first step in a carefully planned process to create a more modern and engaging directory that demonstrates your expertise to the 700,000 small businesses that search for a ProAdvisor each year.[1]

The biggest change for now is a more robust profile tab within the ProAdvisor Portal in QuickBooks Online Accountant. You’ll now see how your profile is performing, including your profile views, number of leads, and clicks on your social media links. Based on profile strength, we’ll also recommend actions to improve your profile.

ProAdvisor 1

ProAdvisors can now add years in business, links to social networking sites and languages. Please note that while these fields will not be added to public profiles on the Find a QuickBooks Online expert directory until early 2017, the new fields will be visible to any small businesses that search for a ProAdvisor when they’re in QuickBooks Online. We encourage you to take this opportunity to add this new information and make sure your profile is up-to-date.

ProAdvisor 2

Additional Changes:

ProAdvisor 3

  1. You can preview how your profile will now appear in the directory inside QuickBooks Online and what it will look like on Find a QuickBooks Online expert starting in early 2017.
  2. A more prominent ‘Advanced ProAdvisor’ designation helps to differentiate ProAdvisors with an Advanced Certification.
  3. Phone numbers are now limited to office and mobile – and will display in that order. We encourage you to verify that your numbers are accurately listed.
  4. Your certifications more clearly demonstrate your product expertise.

What’s Next?

Once the newly designed, mobile-responsive profile pages are completed, the next major improvements will include a better search experience that outlines the information small businesses most want to know about your practice at a glance. Stay tuned for more announcements about your profile.

Not Yet On the Directory?

The Find-a-ProAdvisor directory listing is available exclusively to Certified ProAdvisors. Not yet certified? Feel welcome to call the team on 1800 618 521 to learn more.

[1] You must be a Certified ProAdvisor to be listed on the Find-a-ProAdvisor online directory, which receives more than 700,000 visitors annually and is growing (based on average number of unique visitors to the Find-a-ProAdvisor online directory from May 2014 to April 2015).

To read more articles related to product updates, visit here.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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