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Certifications & Professional Badges

We keep the books, you build the fortune—backed by trusted credentials. Serving East Texas locally and businesses across the U.S. remotely.

Certifications & Professional Badges

Why Certifications Matter

Our clients rely on accurate books, compliant payroll, and clear reporting. These credentials demonstrate current training and verified skills across bookkeeping, payroll, tax workflows, and client communication.

QuickBooks ProAdvisor badge

QuickBooks ProAdvisor® - Levels 1 & 2

QuickBooks ProAdvisor®
What it means: Intuit-recognized expertise in QuickBooks setup, workflow design, bank feeds, reconciliations, and troubleshooting to keep your file clean and useful.
How this helps you: Faster onboarding, fewer errors, and best‑practice processes tailored to your business.

Gusto Payroll Certification Badge

Gusto Payroll Certification

What it means: Verified proficiency in setting up and running payroll with Gusto—company setup, pay schedules, tax registrations, automated federal/state filings (e.g., Forms 941/940), garnishments, PTO policies, contractor payments, and year‑end W‑2/1099 processing.
How this helps you: Accurate, on‑time payroll with automated tax payments and filings, streamlined onboarding and direct deposit, and reduced compliance risk.

Certified Quickbooks Payroll ProAdvisor Badge

QuickBooks Payroll ProAdvisor®

What it means: Intuit-recognized expertise in QuickBooks setup, workflow design, bank feeds, reconciliations, and troubleshooting to keep your file clean and useful.
How this helps you: Faster onboarding, fewer errors, and best‑practice processes tailored to your business.

Gusto People Advisory Certification Badge

Gusto People Advisor Certification™

What it means: Training in people‑ops basics using Gusto—payroll, benefits workflows, onboarding, and HR‑adjacent best practices.
How this helps you: Smoother hiring and onboarding, accurate payroll, and clearer employee records.

certification badge Intuit trained bookkeeper

Intuit Trained Bookkeeper

What it means: Assessed knowledge of bookkeeping fundamentals—A/P, A/R, month‑end close, and financial statements—using Intuit standards.
How this helps you: Consistent, GAAP‑aligned bookkeeping procedures and tidy books.

certification badge Intuit Academy Tax Level 2

QuickBooks Tax Exam — Levels 1 & 2

What it means: Demonstrates understanding of how QuickBooks supports common small‑business tax workflows (e.g., 1099 preparation, sales tax tracking, and period‑end reporting).
How this helps you: Your books stay tax‑ready so your CPA can file quickly.

How We Keep Credentials Current

  • Annual/ongoing continuing education
  • Regular platform training and product updates
  • Peer and vendor documentation reviews

Need a copy for your records? We’re happy to provide verification on request.

Ready for credentialed support?

Book a free consult to talk bookkeeping, payroll, or setup. We’ll recommend the right service level and get your books moving in the right direction.

Proudly serving clients locally in East Texas including Lindale, Tyler, Longview, Kilgore, and Mineola. Remote services available nationwide.