ProAdvisor Certification Practice Test

Question: 1 / 465

Which three areas does the New Client Checklist tool focus on for selecting the right QuickBooks Online subscription?

QuickBooks Features and Solutions, Client Profile, Needs Assessment

The New Client Checklist tool is designed specifically to help advisors ensure that prospective clients are matched with the most appropriate QuickBooks Online subscription based on their individual needs. The focus on QuickBooks Features and Solutions allows advisors to evaluate the specific capabilities of the software that would best benefit the client's business operations.

The Client Profile is important as it provides a comprehensive view of the client's business structure, size, and characteristics that influence subscription needs. A thorough Needs Assessment enables advisors to identify the client's unique requirements and challenges, ensuring that the selected subscription aligns with their operational goals and processes. This focus on these three areas ensures that clients receive a tailored solution that maximizes the utility of QuickBooks Online, ultimately fostering their satisfaction and success.

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Accounting Standards, Financial Practices, Client Feedback

Pricing Models, Industry Trends, Market Research

Software Updates, Technical Support, User Training

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