Sandra Bellweather
Bookkeeper, Bellweather Accounting Partners
LinkedIn verifiedWe put our larger clients on Advanced deliberately
As a practice we steer clients who have outgrown Plus onto Advanced rather than off QuickBooks entirely, because the reporting and batch tools handle their growth while keeping them in a platform we know inside out. It has saved several clients a disruptive migration.
Keeps growing clients in a familiar platform we support deeply. Batch tools handle their higher volumes. Custom reporting answers their board questions. Priority support helps when a client hits something tricky.
Not every client needs it, and the price means we only recommend it when the need is genuine. The reporting builder rewards experience, so we often set it up for clients rather than leaving them to it.