Referral Program for Small Business Professionals

Date Time Webinar Topic
September 22, 2015 11:00 am - 11:30 am (PST) FREE - Partner Webinar (30 minutes - no CPE) PDF Handout
December 4, 2014 Recording

Becoming Your Client's Intuit Hero  (Handout)

We have always been committed to our primary customer (QuickBooks Professionals, Accountants, Bookkeepers, EAs, etc) and now we have a brand new way to prove it! We love supporting the work of other professionals through our newsletters, webinars, blog postings, special projects, and especially as serving as an Intuit Liason. We always pass along the best pricing we can get from Intuit and help you and your client decide on the best products at no charge. And while this provides some benefit from solidifying the relationship with the client, improving client service based on our connections, and even removing some of the non-billable time (and stress) of dealing with Intuit, it does not put more money in your pocket. So, we have come up with a creative way to do just that by having you do more work with your clients.

Win - Win - Win

This is a win for you, since it puts money in your pocket while solidifying your relationship with your client.

It is a win for your client since they just received a great price on the Intuit products and services they would have purchased anyway.

And it is a win for us, since we have the opportunity to work with you in a way that makes a real difference. In addition, this helps us to keep up our numbers with Intuit which results in many benefits to our firm.

Get Started!

All you need to do to get started is to call 1-800-787-8744 or fill out our Contact Us form so we are sure to have all your contact information. That's it. As you or your client's process an order with us, we just send you a check. If you are interested in an order form you can provide to your clients to make the process even easier for you: Download Hardware/Software Order Form, ACH Payment Form, Check Order Form and/or Client Flyer.

For assistance with QuickBooks Enterprise Clients, please complete this form. It does not change your relationship with the client, or their relationship with Intuit. It does not allow us to make any changes to the account, it just lets Intuit know you are working with us so we have visibility into their account.

How Much Can You Earn?

Really there is no limit, but here is how the consulting payments are structured. . .

We will purchase $75 of your consulting time on behalf of your client when they purchase QuickBooks Enterprise Solutions through us. PS There are usually special offers. Contact us to find out the most current information.

QuickBooks Enterprise Solutions
QuickBooks Point of Sale powered by Revel
QuickBooks Point of Sale (hardware and software)

Intuit Payment Solutions:
We will purchase $50 of your consulting time on behalf of your client when they are approved for any Intuit Payment Solutions product through us. This includes merchant credit card processing via QuickBooks, QuickBooks Point of Sale, eCommerce, GoPayments, an online portal, even a terminal for those clients that don't even use QuickBooks. If they sign up for several products, you will receive several checks. Also, we often have amazing deals from Intuit that we will pass along to your client to make the benefit to them even greater. See current special offers on our Intuit Payment Solutions page. PS There are usually special offers when approved for merchant services. Contact us to find out the most current information.

We will purchase $25 of your consulting time on behalf of your client when they purchase the other Intuit products and services we resell:

There are usually special offers. Contact us to find out the most current information.
PS If you find a lower price compared to our cost, and can provide us a website link to confirm, we can match that price.

How it works

We really want to serve in a support role to help Small Business Professionals as they work with QuickBooks clients. We have never done income tax work, for example, so there is not a potential conflict of interest. Those who work with us know that we are not interested in the on-going work they provide to the clients, we only want to help where appropriate with the purchase of the Intuit products and services. So, now we have an easier way to put our money where our intention has always been: Paying you to work with your clients.

We are looking to work with you figure out what the client needs, when appropriate, but most importantly, streamline the process for you when your clients needs QuickBooks products and services. QuickBooks and related add-ons are all we have done since 1997, and we even supported the product well before that, so we have the longevity and experience to help you provide awesome client service. So, when you enlist our help, we will send you a check for consulting services and send your client a gift certificate to use with you for those services.

Get Started!

All you need to do to get started is to call 1-800-787-8744. If you are interested in an order form you can provide to your clients to make the process even easier for you: Download Hardware/Software Order Form, Check Order Form and/or Client Flyer.

For current pricing, you can fill in the form with as much information as you know and then we will complete the pricing and send it back you for your discussion with your client. If you prefer to have us contact your client to help them decide which products they need, just fill in the top section and let us know; we can fill in the product details and obtain their credit card information on our call then send you an update. If you have any questions, or prefer to just discuss the situation on the phone, don't hesitate to call us.

For assistance with QuickBooks Enterprise Clients, please complete this form. It does not change your relationship with the client, or their relationship with Intuit. It does not allow us to make any changes to the account, it just lets Intuit know you are working with us so we have visibility into their account.

We are very happy to work with you and do not want to ever do anything to jeoparize that relationship. You can feel confident that we will refer any professional services back to you.