Very Special QBTalks for November: Reimagined ProAdvisor Program

I had the good fortune of meeting with Jaclyn Anku, Intuit's Leader of ProAdvisor Training and Certification at Intuit Connect. She enthusiastically shared a vision of a reimagined program that provides new opportunities and services to the ProAdvisor Community. 

At November's QBTalks you will also have the opportunity to hear Jaclyn discuss Intuit's 'evolving' ProAdvisor Program. Set your calendars for next Wednesday, November 19th, at 2:00 PM (Eastern) when she will give us a glimpse into the various enhancements and changes that are currently underway, and in the immediate future.

In fact, Intuit has already made the 'Beta' version of the new Intuit Accountant Suite (IAS) available to QuickBooks Online Accountant users. I, for one, have already switched to the trial version and have been checking it out ever since I got back from 'Connect'. I'm impressed by the new layout (which has some new nomenclature and icons), and the new functionalities, especially those designed to streamline firm management and client collaboration. And new capabilities like Client Insights (seen below) are sure to be popular with firms that must monitor large numbers of clients. 

And the new ProAdvisor Program goes hand-in-hand with IAS. You will find all the ProAdvisor Benefits with active links to benefits that matter most like Certification badges, ProAdvisor profiles and Training opportunities. 

Another example of the relationship between the ProAdvisor Program and IAS is the new Training Manager Dashboard that provides firm-wide visibility into team training progress and certifications. (CPE Hint: This is one of the webinar's learning objectives.) This feature not only allows firms to track training and certification, but will soon offer the ability for firms to assign team members to complete specific training(s).

You may have noticed that I've mentioned 'firms' several times already. Part of the 'reimagined' ProAdvisor Program centers around providing greater opportunities for advisors within firms to participate collectively in the training, certifications and benefits the Program offers. (CPE Hint: This is one of the webinar's learning objectives.) Accordingly, the new Program will offer innovative tools and educational resources to help firms thrive in the rapidly changing landscape in which ProAdvisors 'advise.' 

      "Your firm's future is full of possibilities. Intuit wants to 'build it together' with you." 

And speaking of educational resources to help ProAdvisors 'advise', the new Client Advisory Services (CAS) training curriculum is designed to equip firms with the skills needed to deliver strategic insights to their clients. (CPE Hint: This is one of the webinar's learning objectives.) The new Client Advisory Services Foundation curriculum encompasses the Intuit Bookkeeping Certification, QuickBooks Online Certification Level 1, the new AI for Accounting course, a new course on Communicating and building trust, and another new course offering: Analyzing and interpreting financial reports. 

A new Resource Hub has also been incorporated into the offering with customizable Enablement Tools to enhance each firm's branding and communication efforts. 

If you are a QuickBooks ProAdvisor, or you have a firm using QuickBooks Online-Accountant, you absolutely won't want to miss this very special edition of QBTalks on Wednesday, November 19, 2025 at 2:00 PM (Eastern). 

About the Webinar's CPE and CPE Learning Objectives

To ensure this webinar qualifies for CPE credit, we must have meaningful learning objectives. So, by completion of this one-hour webinar participants will be able to:

1. Identify how the ProAdvisor Program is transforming to deliver more value for firms.
2. Understand how to assign ProAdvisor training to team members through the new Training Manager Dashboard in Intuit Accountant Suite. 
3. Discuss the value of the new Client Advisor Services training curriculum.

(Note: Be sure to review the 'CPE Hints' in the above content to assist you with meeting these learning objectives.)

Participants who attend a minimum of fifty (50) minutes of the one-hour webinar, and answer ALL three (3) of the CPE Polling Questions (related directly to the learning objectives), will be eligible for one-hour (1 hr.) of CPE. 

How to Register for the Webinar

If you are already registered for QBTalks, you will receive your Zoom notifications automatically with further event details. If you are NOT already registered: 

REGISTER HERE for QBTalks. 

Intuit, QuickBooks and the QuickBooks ProAdvisor Program are proud sponsors of the 2026 Top Advisor Awards.

                                                     
Speaking of the 2026 Top Advisor Awards, Insightful Accountant is currently accepting applications for the Top 100 U.S. ProAdvisors, the Top 25 Up-n-coming ProAdvisors, the Top 50 International ProAdvisors, and the Top 25 Tax Advisors (a new award group for 2026). You can apply directly, or you can nominate a fellow advisor. 

Go HERE to Apply for the 2026 Top Advisor Awards. 

The 2026 Top Advisor Awards are sponsored by:

You can find out more and support our 2026 Advisor Award sponsors by visiting our ProAdvisor Awards Sponsors webpage!