Samantha Dickens, with over 16 years bookkeeping experience, has worked at MMB Advisors since 2021. She has taken a significant step forward in her accounting career by achieving the esteemed QuickBooks ProAdvisor certification. Building upon her background in tax, legal administration, and real estate, Samantha’s newfound expertise in QuickBooks software will greatly benefit MMB’s clients as she concurrently pursues a bachelor’s degree, double majoring in Accounting and Management at Wilmington College.

The ProAdvisor certification equips Samantha to assist business owners and their internal staff accountants in harnessing the full potential of QuickBooks. Here’s how her certification can support MMB clients:

  • Selecting the appropriate software version: Samantha can help identify the ideal QuickBooks version that suits each company’s unique requirements.
  • Installation and configuration: Samantha is proficient in setting up and configuring QuickBooks for seamless integration within the business’s operations.
  • Data migration: Samantha can efficiently import or generate company information from other accounting software platforms, ensuring a smooth transition to QuickBooks.
  • Customization: Samantha possesses the expertise to adapt QuickBooks to accommodate specific operational needs and streamline processes for enhanced efficiency.
  • Training and support: Samantha can provide comprehensive training tailored to the specific job roles within the organization, empowering employees to make the most of QuickBooks.
  • Financial reporting: Samantha can develop customized financial reports that deliver relevant monthly data, enabling companies to make informed decisions based on accurate and up-to-date information.

By leveraging the knowledge and experience of certified ProAdvisors like Samantha, businesses can optimize their accounting software and unlock its full potential. This ensures peak performance, automates complex processes, boosts productivity, and facilitates expansion, with QuickBooks serving as the solid foundation for these advancements.

About Samantha

In her free time, you will find her participating in obstacle challenge runs like the Spartan, Tough Mudder and Muddy Princess. She also enjoys trivia nights with friends, playing music, and taking her children on adventures.

Originally from the Anderson suburb of Cincinnati, she spent many years moving around and traveling the U.S., before settling back in Anderson.

She is a continual learner and is in the process of earning a licensing as an Enrolled Agent and a Certified Public Accountant (CPA).

QuickBooks ProAdvisor

QuickBooks ProAdvisor is an esteemed certification exclusive to accounting and bookkeeping professionals. Individuals who earn this certification undergo comprehensive training, pass a two-hour exam with a minimum score of 80%, and participate in annual recertification exams. As per the QuickBooks website, ProAdvisors are equipped with advanced knowledge and skills specific to QuickBooks, making them the go-to experts in the field.

It’s worth noting that despite the evolution of accounting software as a necessity for organizations, a surprising 18% of businesses still do not utilize any software at all. To ensure your company’s organizational efficiency right from the start, hiring a QuickBooks ProAdvisor is crucial. Such proactive measures can save your company countless hours and resources by avoiding potential troubleshooting and ensuring accurate financial statements. Properly setting up QuickBooks, facilitated by a ProAdvisor like Samantha, mitigates the risk of costly errors and maximizes your company’s financial well-being.