QuickBooks Platinum ProAdvisor
QuickBooks Platinum ProAdvisor for Business Owners
Verified by Intuit. Built for owners who want their numbers to actually mean something.
Willard Tax & Financial is a Platinum-Tier QuickBooks ProAdvisor — Intuit's highest tier — serving Orange County business owners. We build accurate, current books that create the financial visibility proactive tax strategy depends on.
The real problem
Most owners don't have
a tax problem.
They have a visibility problem.
You can't plan taxes, price with confidence, or protect wealth on numbers you don't trust. Accurate bookkeeping is the foundation of every good decision — and QuickBooks, run properly, is where that foundation lives. As a Platinum-Tier QuickBooks ProAdvisor (Intuit's top tier) and an IRS Enrolled Agent, Jason D. Willard runs QuickBooks the way it's meant to work: a live strategic read on your business, not a year-end scramble.
Why Platinum matters
A verified signal,
not a sticker.
Platinum ProAdvisor status is a third-party verification from Intuit — proof of QuickBooks expertise you can check for yourself.
Verified expertise
Intuit's highest ProAdvisor tier — externally certified, publicly verifiable, and continuously maintained.
Ecosystem fluency
Setup, cleanup, migration, payroll, and reporting across the QuickBooks stack — done right the first time.
Books that feed strategy
Clean financials that connect directly to proactive tax planning and long-view wealth strategy under one roof.
What we do in QuickBooks
Set up. Clean up.
Run it right.
Setup & migration
Chart of accounts, integrations, and workflows built for how your business actually runs.
Cleanup & catch-up
Behind or miscategorized? We get the books current and reconciled — the prerequisite for any tax strategy.
Ongoing bookkeeping
Monthly closes, reliable reports, and a live read on the numbers — from $475/mo. See engagement tiers →
QuickBooks, answered
Common questions
What is a QuickBooks Platinum ProAdvisor?
Platinum is Intuit's highest ProAdvisor tier — an external, verifiable designation earned through advanced QuickBooks certification and active client work. It signals that Jason D. Willard sets up, cleans up, and runs QuickBooks at an expert level, not as a year-end scramble but as a live, strategic read on your business.
What does a QuickBooks ProAdvisor actually do for a business owner?
More than software setup. Willard builds and maintains the financial system underneath your business — accurate categorization, clean monthly closes, reliable reports — so the numbers you make decisions from are trustworthy, and so proactive tax planning has a solid foundation to stand on.
Do you offer QuickBooks cleanup and catch-up?
Yes. Many owners come to us with books that are behind, miscategorized, or reconciled inconsistently. We clean them up, get them current, and then keep them current — which is the prerequisite for any real tax strategy.
How is this different from just hiring a bookkeeper?
A bookkeeper records the past. As a Platinum ProAdvisor and IRS Enrolled Agent, Jason connects your books to your tax posture and wealth plan — so clean books become the entry point into a coordinated, year-round financial strategy. We call it stewarded, not sold.
Start with the books
Let's get your numbers telling the truth
A short, no-pressure strategy call.
See where your books, tax posture, and wealth plan stand today — and what moving them under one roof would unlock.
Book a Strategy Call