You gain points for doing specific things, like earning QuickBooks certifications or onboarding new clients. After 12 months, it revert to the listed monthly charge for the service. 2. 1. Below is a series of steps for accepting an invitation from the client to become their accountant user: Open the email account you use for your Intuit ID. Note: ProAdvisor Preferred Pricing replaces the wholesale discount program for new subscriptions added on or after July 15, 2021. Note: If your certification expires, you'll lose the points you earned when you became certified. Up to 30% off subscriptions for your clients: This can help you provide cost-effective solutions. W-2s now available in the Payroll Tax Center. ProAdvisor Preferred Pricing launches on July 15, 2021 for new QuickBooks Online, QuickBooks Online Payroll and QuickBooks Time subscriptions. The ProAdvisor Preferred Pricing program provides best-in-class discounts for QuickBooks online, QuickBooks online payroll and Quic. What are the benefits of yoga. by QuickBooks. ProAdvisor. Optimized for 1280×1024 screen resolution or higher. Sign In; How It Works;. When you sign up to QuickBooks Online Accountant, you automatically tap into a collection of benefits which we call the ProAdvisor Programme. We would like to show you a description here but the site won’t allow us. View the full answer. When choosing a proadvisor-preferred pricing structure, there are pros and cons to consider. In the Billing and payment history section, review your past bills. 00*. Get Deal. The platform allows accountants to enroll clients with the firm by. HW 1. Beginning July 15, 2021, QuickBooks users will be able to buy one copy of QuickBooks Online Plus at the ProAdvisor discount price, and add up. QuickBooks Online is more than accounting software. Ask your client to invite you to become their accountant. Get ProAdvisor pricing and discounts for: QuickBooks Online Accountant; QuickBooks Accountant Desktop; Checks and supplies The ProAdvisor Preferred Pricing program offers numerous benefits, and among them, two particularly stand out: Up to 30% off subscriptions for your clients: This allows you to offer discounted software services to your clients, making your firm more competitive and attractive to potential clients. Discounts on Software and Apps 2. When you add a new Self-Employed client When you set up a new client with a QuickBooks Online subscription When you complete a tax return for a client When a member of your team passes the certification exam When your QuickBooks Online Accountant has. February 06, 2023 12:05 PM. Up to 30% off subscriptions for your clients: This can help you provide cost-effective solutions to your clients, which can increase customer satisfaction and loyalty. Your client will need to give you permission to take responsibility for paying all invoices for the subscription over billing by following the steps outlined here . To get answers to your questions instructors are available for 44 hours per week. • 173 • Updated 1 day ago. This helps you provide the best long-term pricing for your clients and set them up for success. Your answer: Expert review. Free QuickBooks Online, Payroll, and time-tracking. QBO ProAdvisor Test Section 1 Study online at What are the key benefits of the Client Overview tab? Select all that apply. See which plan is the right fit. Instead of your work sprawling across multiple projects, QuickBooks helps you access and track financial data, create reports, manage. ProAdvisor (we bill your firm) Direct (we bill your client) QuickBooks Online. Cannot be combined with any other Intuit offer. If your client changes their mind after transferring to direct billing, they can return to ProAdvisor discount on the 50% ProAdvisor subscription discounted pricing. You have only 3 chances to pass the examinations. Just as QuickBooks Online Accountant is built for pros, QuickBooks Online is designed for small businesses. Review your payroll-specific expenses. Read our Xero Practice Manager review. Simple Start. What are 2 benefits of the ProAdvisor Preferred Pricing program? Itemized billing of all firm-billed subscriptions. Ask your client's primary admin to sign in to QuickBooks Online. for quickbooks online accountant customers who take advantage of the 30% off the then-current list price for quickbooks online simple start, essentials, plus, or advanced subscription for the first 12 months of the subscription with proadvisor preferred pricing client discount. Stay up to date on the latest features and earn CPD credits with a variety of free self-paced and live training options. It gives you access to free training, marketing support and resources, plus your own dedicated account manager. Like bookkeeping services,. D. $18/mo. With three new tiers, Member, Elite, and VIP, Pros will enjoy more benefits than ever that keep building as they spend. Upgrade or downgrade your. If you upgrade or downgrade a client's subscription, or move them to a new accountant, they will be eligible for the ProAdvisor Preferred Pricing discount. Learn how ProAdvisor Preferred Pricing works so you can pass discounts on to your clients. QuickBooks Time. 1445 Research Blvd Suite. Silver. Review your current and next bill. Learn how to manage clients who are on your firm-billed ProAdvisor discount and review your monthly charges. QuickBooks Online Essentials, Plus, or Advanced. proadvisor preferred pricing - direct discount terms and conditions. Make a client inactive. Eligibility criteria may apply to certain. Under the ProAdvisor Preferred Pricing program, there is only monthly billing. Payroll Charge New. You can add more than one preferred vendor to each product/service item You can create a new vendor from the product/service information screen Preferred vendors must be assigned to utilize the Price rules feature You can reorder your list of preferred vendors. Ability to add the client to your team. Intuit is committed to working with them to help small businesses thrive. docx. Click on the tabs below to see the breakdown of the discounts and prices. Update your W9. . Transferring the primary admin to your client removes them from your ProAdvisor discount plan. 95 $209. At Right Networks we offer state-of-the art security to ensure that customer data is protected, including utilization of Tier 4 data centers, multi-factor. Q6a: Which three subscriptions offer your clients Exclusive discounts with Proadvisor Preferred PricingWhich of the following benefits will you gain by becoming a ProAdvisor? 1. Flexibility - Wholesale discount gives your firm flexibility for what it can offer. Announcing changes to QuickBooks products and pricing + QuickBooks Online FAQs Click here to Download &nb. Ability to choose between monthly or annual billing. The Client Overview screen The right value of your services Before taking on a new client, you should review their books to estimate how long it might take to complete the clean-up and the. for quickbooks online accountant customers who take advantage of the 30% off the then-current list price for quickbooks online simple start, essentials, plus, or advanced subscription for the first 12 months of the subscription with proadvisor preferred pricing client discount. Payroll expert to. preferred vendor. Expert Answer. See Open Positions. Intuit Practice Management. Features & Benefits; Cloud Accounting; Invoice; Accounting Reports; Inventory Management; Accountants & Bookkeepers. Learn about the changes with ProAdvisor in terms of benefits, tiers, and points. Start reaping the benefits immediately uponsigning upand turn progress into perks. QuickBooks Self-employed client's books. Identified Q&As 18. If this changes, we will let you know 30 days in advance. for quickbooks online accountant customers who take advantage of the 30% off for quickbooks online simple start, essentials, plus, or advanced subscription for the first 12 months of the subscription with proadvisor preferred pricing client discount offerIntuit will continue to honor the 50% off wholesale discount for subscriptions enrolled before the launch of the ProAdvisor Preferred Pricing. Pricing is based on the average of your. For the latest pricing info, check out the QuickBooks Online Accountant Pricing and Promotions page. If you fail to do so, you will have to wait another 60 days to attempt the exam again. **Discounted Software:** ProAdvisors can access QuickBooks software at a discounted rate, making it more cost-effective for their clients. . Sign in to QuickBooks Online Accountant. Revenue share is our way of giving back to you as you help us grow QuickBooks. This helps you. 80/mo per employee or contractor: Elite:. 2. For developers. With our ProAdvisor Preferred Pricing, what percentage discount off the list price of a QuickBooks Online subscription can you offer your clients? 30% Which section in the New Client Checklist helps you understand your client's needs to determine the features and solutions required? Q4 What are 2 benefits of the ProAdvisor Preferred Pricing program? Edit answer Your answer: Itemized billing of all firm-billed subscriptions Ability to add the client to your team Up to 30% off subscriptions for your clients Q5 Which 2 QuickBooks Online Payroll subscription levels include QuickBooks Time? Here are some of the key benefits: 1. Downgrade a client's subscription level. Add a client to a bureau license. Your client will need to give you permission to take responsibility for paying all invoices for the subscription over billing by following the steps outlined here . Log in Join. Question 4. Preferred Pricing Provides More Revenue – Proadvisor Preferred Pricing allows you to charge higher prices for more. It is designed to help professionals like you, grow their. To become a qualified QuickBooks Online ProAdvisor, you must score at least 80% on each section of the exam. 2. Intuit’s QuickBooks ProAdvisor Program is available for accounting, bookkeeping, tax, and consulting professionals who are providing services to third-party clients. proadvisor preferred pricing - direct discount terms and conditions. Without the QuickBooks ProAdvisor discount, QuickBooks Online Payroll pricing is as follows: Core costs $45 a month plus $5 per employee per month. thank you for responding! I am still having trouble with this. 99% APR equals. proadvisor preferred pricing - direct discount terms and conditions. Find answers to your questions about wholesale discount with official help articles from QuickBooks. There are a few advantages to Preferred Pricing that Proadvisors take advantage of: 1. message, don't worry. QuickBooks Online Training. com, you will find this under the My ProAdvisor drop down, then select “Profile”. The advisor or the accountant will need to manage these tasks on their behalf. Saturnino Urios University. Spread The Wealth With Proadvisor. Under the ProAdvisor Preferred Pricing program, there is only monthly billing. Make sure this won't take away features they currently use. , QuickBooks Online Accountant, 1. 2 Johanna's Jams and Jellies is looking to be set up on QuickBooks Online. SECTION 1 Question 1 You’ve signed up a new client who has been using QuickBooks Online. Integrated pivot tables in QuickBooks Online Advanced custom reports. . Studies show that close to 50 percent of software features never. Question 8 What are 2 benefits of the ProAdvisor Preferred Pricing program? Ability to add the client to your team Free upgrades for your clients Itemized billing of all firm-billed subscriptions Ability to choose between monthly or annual billing Up to 30% off subscriptions for your clients. Or you could simply invoice customers. Question 4 What are 2 benefits of the ProAdvisor Preferred Pricing program? • • Itemized billing of all firm-billed subscriptions • • Ability to choose between monthly or annual billing • • Free upgrades for your clients • • Ability to add the client to your team • • Up to 30% off subscriptions for your clients Edit answer Your answer: QuickBooks Online Plus ° Q4. QuickBooks Online vs. ; Find the client and select Edit client on the license you wish to use. Click the Allow billing transfer to your accountant link. Estimated renewal amount: $1,149. Question 8 What are 2 benefits of the ProAdvisor Preferred Pricing program? Ability to add the client to your team Free upgrades for your clients Itemized billing of all firm-billed subscriptions Ability to choose between monthly or annual billing Up to 30% off subscriptions for your clients. Solutions Available. , 12/13/2018 1:27 pm PST - Intuit Inc. Sales > Products and services > Edit under the Action column > Preferred vendors dropdown. As of 2019, there were already 3. Find answers to your questions about subscription management with official help articles from QuickBooks. These include: Mobile devices and QuickBooks Online QuickBooks Online is available via browser across several mobile devices including iOS and Android. 40/mo per employee or contractor; Premium: $75$52. Add a profile picture, fill out contact info, and then make sure the “Public” selection at the top is set to “On”. The Client Overview screen The right value of your services Before taking on a new client, you should review their books to estimate how long it might take to complete the clean-up and the. You begin by asking them to open the Banking tab in the Left. QuickBooks Online files are also easier to share because you only need to invite a ProAdvisor to your company file, and they’ll have 24/7 access to your books. QuickBooks Online helps you track income, expenses, and much more! This free QuickBooks Online training series is designed to help you to learn how to manage everything about your business – from cash flow and tax prep to inventory and entering. Good luck with your QuickBooks ProAdvisor Exam. Preferred Pricing Provides More Revenue – Proadvisor Preferred Pricing allows you to charge higher prices for more comprehensive services. 50/mo+ $4 $3. Question 4 What are 3 benefits of the ProAdvisor Discount Program? Ability to add, remove, or change clients' subscriptions Free upgrades for your clients Itemized billing of all firm-billed subscriptions Ability to choose between monthly or annual billing Up to 30% off subscriptions for your clients. Learn how. As a ProAdvisor,. What are 2 benefits of the ProAdvisor Preferred Pricing program? Itemized billing of all firm-billed subscriptions. The main difference between QuickBooks Pro and QuickBooks Premier is that Premier has industry-specific editions—manufacturing and wholesale, retail, contractor, nonprofit, and professional services: QuickBooks Pro is more affordable and works best. 60. We bill you. Being an Intuit ProAdvisor, OmniClerk offers ProAdvisor discounts on QuickBooks Online, Intuit Payroll, and various other Intuit products. Pricing, terms and conditions, including service options, are. Instead of paying a higher commission on your investments through a traditional advisor, you can pay a lower commission through proadvisor preferred pricing. We help Small Business Owners find a qualified QuickBooks accounting professional. Core $45 $31. Simone Biles Makes History with Record-Breaking Gold. Note: ProAdvisor Preferred Pricing replaces the wholesale discount program for new subscriptions added on or after July 15, 2021. Submitted reviews go through a review process. Follow the steps in the "Transfer clients who pay for their own QuickBooks Online subscription" section. . Subscriptions enrolled before July 18, 2022 through the ProAdvisor® Preferred Pricing program or legacy accounts that still have wholesale discounts - price will change on or after September 1, 2022. University of the People. We also empower those very. Get answers to commonly asked questions about QuickBooks Online training and certification. This list of cons is much longer and it is up to you if these cons outweigh the potential pros. -Read the reviews of. Terms and Conditions. Add a new team memberSign in to QuickBooks Online Accountant as. Skip to content 0Simplify client subscriptions with ProAdvisor Preferred Pricing. docx from COMM 204 at McNeese State University. Swipe to see rewards. The more points you collect, the sweeter the perks. 3. Select a course to learn more and sign up. If you’re a QuickBooks ProAdvisor, you can take advantage of the ProAdvisor Preferred Pricing program. QuickBooks Online has four pricing tiers and offers 50% off for the first three months when you purchase. ¹. As a ProAdvisor, you can advise your clients on the best solution to suit their business. Intuit is replacing the previous model with the ProAdvisor Preferred Pricing program. : If you don’t see the changes immediately, refresh your web browser. . *For more information on wholesale billing, please see Manage your ProAdvisor Preferred Pricing plan and ProAdvisor discount clients. Expert-verified. 30% off base subscription. Below is QuickBooks Pro’s pricing breakdown per user: $549. Doc Preview. Overview. . Study with Quizlet and memorize flashcards containing terms like Which 3 navigation features are missing in a Reports Only user's view?, Your client has called for help with their bank feeds in QuickBooks Online. Simple Start. Get more users and 14. What are 2 benefits of the ProAdvisor Preferred Pricing program?Itemized billing of all firm-billed subscriptionsAbility to add the client to your teamFree u. Otherwise, you will be moved to the ProAdvisor Preferred Pricing program. In QuickBooks Online Accountant, go to Settings ⚙ and then Billing and subscriptions. ANSWER. Attached services will be at standard ProAdvisor Preferred Pricing (PAPP) pricing. 2. Learn how ProAdvisor Preferred Pricing works so you can pass discounts on to your clients. 0 or iOS 12 or later. docx. She has specifically decided to target service-based solopreneurs and freelancers with no current need to track accounts receivable, accounts payable. Overall, the main differences when comparing QuickBooks Premier vs Enterprise come down to price, users and reporting. ProAdvisor Preferred Pricing - ProAdvisor Discount: see. With the ProAdvisor discount, this discount is available for the duration of the client’s subscription—and with a Direct discount, the discount is valid for 12 months of the service. Select the Accountant-billed subscriptions tab. Users can benefit from the ProAdvisor Preferred Pricing program, which is exclusive to accounting professionals, and includes our only ongoing discount option. 2. QuickBooks Online client's books. Learn about the changes with ProAdvisor in terms of benefits, tiers, and points. Any new subscriptions, upgrades or downgrades on or after July 18, 2022 will be at the new prices. Discounted software and services: ProAdvisors enrolled in the program can receive. 50. The latest evolution of the program, built into QuickBooks Online Accountant, focuses on key changes based on feedback from members as well. Q4 To which 3 subscriptions does the ProAdvisor Preferred Pricing program apply?Edit answer Your answer:. To which 3 subscriptions does the ProAdvisor Preferred Pricing program apply? · QuickBooks Online Payroll · QuickBooks Time · QuickBooks Online. for quickbooks online accountant customers who take advantage of the 30% off the then-current list price for quickbooks online simple start, essentials, plus, or advanced subscription for the first 12 months of the subscription with proadvisor preferred pricing client discount. Access to Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. QuickBooks Time Products (Premium, Elite): Currently if QuickBooks users buy one copy of QuickBooks Online Plus at full wholesale price, they can add up to 14 companies for $5 each per month for 5 years. Annual billing cycle advantages. We understand that this is the kind of news that’s never easy to hear. Which 2 statements are true regarding the new Business view in QuickBooks Online? A. Module 1: Advanced categorization. Get answers for QuickBooks Online Accountant AU support here, 24/7. The Training Will Establish and Deepen Your QuickBooks Knowledge. Add a Client. For more detailed steps, check out this article: Transfer clients to your firm-billed subscriptions. Ability to choose between monthly or annual billing. the ProAdvisor Portal. Simplify client subscriptions with ProAdvisor Preferred Pricing. The more points you earn, the more rewarding the programme gets. Key benefits. 30% off base subscription. Learn more about ways you can earn points and how much you earn. Intuit has announced changes to the current ProAdvisor pricing program. 2. MGT. What are three benefits of the ProAdvisor Discount Program? Up to 30% off subscriptions for your clients. Select the Your subscriptions tab. Grow yourself and get more benefits like: Get discounted returns of Pro Connect Tax Online. Look for the appropriate POS app through the Search by name or category field or using the Browse category button. The QuickBooks Online Accountant Certification exam includes many topics that are focused on the accountant perspective using QuickBooks Online Accountant. The ProAdvisor Bundles have not changed as of yet. . Total views 36. QuickBooks Accountant is a software program made for the needs of accountants and bookkeepers who serve multiple clients. Learn how to get started with the QuickBooks ProAdvisor Preferred Pricing revenue share program. In QuickBooks Online Accountant, select the Gear icon and then select Subscriptions and billing under Your Company. Everything you need to know about ProAdvisor Preferred Pricing. Terms and Conditions. Section 1 QuickBooks Online Certification:How it works Leave Exam Submit section Review Answers Take a minute to review your. Transfer clients to your ProAdvisor Preferred Pricing program in QuickBooks Online. Save money and gain exclusive access to resources with ProAdvisor Preferred Pricing. Which 4 sections ofQuickBooks ProAdvisor program member guide for brand use. Select the team members you want to have access to the account. Your QuickBooks Online clients can track your requests by due date so you’ll get what you need on time. Here’s how to add and update info for your team. Level 2. When logged in to accountants. docx. Highest rating: 3. Add and manage your accounting team in QuickBooks Online Accountant. The all new ProAdvisor program A membership program enjoyed by over 125,000 accountants, bookkeepers and consultants globally Your benefits at a glance! Free training & certification – A globally recognized certification! Free QuickBooks Online Plus account after you sign up your first client! Higher margins - 50% discount for QBO – No. Complete Your Proadvisor Profile; Ongoing Support; Quickbooks Reports; Less Than 1% Of Qb Consultants Are Intuit Certified In Qb Point Of Sale And That Would Include Us; Intuit Quickbooks Advisory Council Member And Advanced Certified ProadvisorSale price/rate is $1250 6. 50/mo+ $4 $3. Every business is different, but all can benefit from the powerful features of QuickBooks Online by using a method of recording and categorizing transactions that’s right for them whether its’ by location or project. Sales > All Sales > New Transaction > Estimate. 29,000. Follow these steps to add new customers to ProAdvisor discount and. It takes a village to run a business, especially its. Mon - Fri, 5am - 6pm PST. On approved credit. Question 4 What are 2 benefits of the ProAdvisor Preferred Pricing program? • • Itemized billing of all firm-billed subscriptions • • Ability to choose between monthly or annual billing • • Free upgrades for your clients • • Ability to add the client to your team • • Up to 30% off subscriptions for your clientsEdit answer Your answer: QuickBooks Online Plus ° Q4. MidTerm Study. As of 23rd March 2021 Members can earn Points in the Program by completing Qualifying Activities on behalf of the firm. How do you earn points for your firm through the ProAdvisor Program? 1. Flexibility - Wholesale discount gives your firm flexibility for what it can offer. Many small to medium business owners use QuickBooks. What are the benefits of becoming a ProAdvisor? Becoming a ProAdvisor helps grow your firm, accounting skills, and QuickBooks expertise. ProAdvisor Exam. A marketing plan is a strategy or step-by-step process your small business will use to improve the company’s outreach, customer service and revenue. Select the Accept button to accept the invitation. . QuickBooks Premier Plus is the midtier desktop accounting plan. Review the ProAdvisor clients section. ; Once the client’s name has been changed, select the Go to QuickBooks link in the toolbar to go into the client’s. Save money and gain exclusive access to resources with ProAdvisor Preferred Pricing. for quickbooks online accountant customers who take advantage of the 30% off for quickbooks online simple start, essentials, plus, or advanced subscription for the first 12 months of the subscription with proadvisor preferred pricing client discount offerThe two benefits of the ProAdvisor Preferred Pricing program are: 1. The MSRP price is subject to change at any time in Intuit’s sole discretion. . Payoff to match your prestige. Go to “ProAdvisor” on the left panel and click on the “Training” tab. Select the discount option you prefer: ProAdvisor discount (we bill your firm) or Direct discount (we bill your client). If you’re a QuickBooks ProAdvisor, you can take advantage of the ProAdvisor Preferred Pricing program. When customers enroll in Pro Xtra,. The ProAdvisor Preferred Pricing program provides best-in-class discounts for QuickBooks online, QuickBooks online payroll and Quic. While asset-based fees remain the dominant fee structure, according to Cerulli the number of advisors charging fixed fees for financial planning continues to rise, increasing from 33% in 2013 to nearly 50% in 2017. We'll show you how to set up and make the most of recurring templates. you’ll become a certified QuickBooks ProAdvisor and unlock several benefits. proadvisor preferred pricing - direct discount. Being a Certified QuickBooks ProAdvisor has several advantages. Have a look, and know in which QuickBooks product you will get how many discounts. Note: Not all clients are eligible for ProAdvisor discount. MidTerm Study. Discount rates are same as ProAdvisor discount but each discount valid for only 12 months from the date of enrollment. Gusto is a payroll services company, not a bank. Long-term discounts - Wholesale discount provides long-term discounts to your firm and clients. Billing date: Mar 06, 2023. docx. Answer: introduction of Wholesale billing in QuickBooks Online With a wholesale discount plan, on the off chance that you pay for your customer's membership, you can offer limits off the current rundown cost with the choice to drop whenever. Your firm will be listed in the Find-A-ProAdvisor directory. What are 2 benefits of ProAdvisor Preferred Pricing? Free upgrades for your clients Ability to pay using cryptocurrency *Itemized billing of all firm-billed subscriptions Ability. com Claim offer. Review Answers. Which products are included in proadvisor preferred. Plans & Pricing; Support; For Support: 1800 046 038 . These short courses cover everything from basic. To receive Preferred Pricing, such Member(s) must: (i) enter or scan their Pro Xtra ID at time of any in-store purchase; or (ii) be. Upgrade or downgrade wholesale discount clients' QuickBooks Online subscription. Payroll free trials don't apply to ProAdvisor discount units. 30% off base subscription. The latest version of Quickbooks software offers several capabilities such as remote accessibility, online. Get certified and showcase your QuickBooks Online expertise with your digital ProAdvisor badge. Your cancellation will become effective at the end of the monthly billing period. Once your account is created, you’ll be able to access the ProAdvisor program and its resources. info@advisorspreferred. Learn how. Following are the five reasons of how QuickBooks ProAdvisor fits your business needs and is essential for success. Review the available QuickBooks and payroll products in each section. Gear icon > Estimate. The client is charged the then-current monthly list fee at the end of the 12-month period. In the Billing and payment history section, review your past bills. Choose the Billing & Subscription tab. docx. Add to it, when you sign up for QuickBooks Online Accountant, you get a bird’s eye view of all the projects and the clients too, making you. This allows the ProAdvisors to offer competitive pricing and. Select Add New Bank in the dropdown, enter the correct name for the account, and then select Next. ProAdvisor Preferred Pricing - ProAdvisor Discount. If you’re an accountant with clients on ProAdvisor Preferred Pricing: Change the preferences for your clients. This means you can generate more revenue and cover costs associated with other marketing solutions more easily. What are the benefits of becoming a ProAdvisor? Becoming a ProAdvisor helps grow your firm, accounting skills, and QuickBooks expertise. Follow the instructions given below to prepare for the QB ProAdvisor Exam: Login to “QuickBooks Online Accountant”. BUSI busi-2012. In QuickBooks Online, the Products and Services list contains the items that will appear on your client's purchase and sales transactions. The two benefits of the ProAdvisor Preferred Pricing program are: 1.