Does anyone have any insight into Intuit’s Pro Advisor program for either tax preparers or bookkeepers? Was it worth it? How many clients were referred to you the first year? The second year? Any insight would be appreciated.

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Posting as :
works at
You are currently posting as works at

You’re effectively a customer service agent for like $25/hour. You can’t go off script so you really aren’t helping anyone.

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Alright, so I misread your prompt. Sorry. I get the occasional referral but I haven’t ended up accepting any of them as clients for various reasons.

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My mom was a pro advisor and made decent cash for several years when she was able to fully work it. You do have to weed through the clientele for just what you want. She only kept clients with 1M business. She was CFO level and could find and fix serious issues companies had. She loved it.

个人经验和结果可能因人而异,对于 Intuit 专业顾问计划的价值和成效,

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