The ConnectBooks Partner Program is an affiliate initiative for accountants, bookkeepers and business consultants to earn revenue promoting ConnectBooks.
Advisor Alliance is one way we here at Insightful Accountant can assist you in improving your business related to the various apps and software offerings we write about. In many cases, working with these developers can discount your cost or the cost to your clients, earn you more revenues through promotional assets and opportunities, and, by providing training and possibly product certification, increase your confidence in using, recommending, and integrating their products with your clients' software.
ConnectBooks Partner Program
This week's Advisor Alliance feature looks at the partner program offered by ConnectBooks. The ConnectBooks Partner Program is an affiliate and referral program designed for accountants, bookkeepers and business consultants enabling them to earn recurring revenues by promoting ConnectBooks software.
Partners bringing their client to ConnectBooks can receive discounted pricing, white-glove onboarding, and a platform their clients will actually thank them for. The program offers wholesale pricing that scales based on the number of clients the partner brings to the platform, the tiers are built for growing practices.
The Partner Program is designed for accountants, bookkeepers and business consultants who manage clients that can benefit from ConnectBooks software. These partners typically find it easy to market ConnectBooks because it addresses critical pain points for those clients actively involved in eCommerce sales using platforms like Amazon, eBay, Shopify, TikTok Shop and Walmart. When these clients hear from their trusted advisor that ConnectBooks can accurately categorize and reconcile every eCommerce fee, expense, and return, and synchronize that data directly into QuickBooks or Xero, they are eager to explore the solution.
Key Partner Program Benefits
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Recurring Commissions: Partners can earn up to a 10% recurring commission for customers they refer who sign-up and subscribe to ConnectBooks.
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Special Pricing: Partners are provided with exclusive discounted pricing they can pass on to their clients as sign-up incentives. They can option to package the software as part of their services and receive the discount for themselves.
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No Earnings Cap: No limits on how much a Partner can earn over the customer's lifetime using ConnectBooks.
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Consolidated Invoicing: Manage all your clients from a single Partner Dashboard; one invoice, one renewal, and total cost clarity.
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30-day Free Trial: Partners have access to a 30-day free-trial of a full-featured version of ConnectBooks.
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Training and Certification: ConnectBooks offers partners on-demand training to assist them in analyzing eCommerce financial data, turning insights into action, and making informed decisions to prepare them for onboarding clients. ConnectBooks also provides 'Certified ConnectBooks Expert' certification with logo and marketing materials for those who obtain certification.
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Find a ConnectBooks Bookkeeper: A ConnectBooks hosted webpage to help partners generate new clients.
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"What's App" community: eCommerce focuses accountants, bookkeepers and business advisors who are ConnectBooks partners, sharing ideas and tips/tricks.
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Marketing Assistance: ConnectBooks' "PartnerStack" gives you the tools and resources you need to promote ConnectBooks to your current and future clients. It includes a 30-day cookie window and marketing materials to make promotion easy.
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Self-serve Onboarding: With some preliminary training in the use of ConnectBooks, Partners can quickly become ready to transition their clients to the solution. Since those partners already know what the client's accounting requirements are, and the pain points from eCommerce sales, they can bring them onboard without issues.
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White-glove Support: Get your questions answered thoroughly and quickly from a Partner dedicated support team.
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Feedback Always Welcome: Partners can provide feedback via their support team contacts or the partner "What's App" group. The ConnectBooks Founder and CEO is also available to visit with partners.
Want More Information
If you want more information about the ConnectBooks Partner Program head over to the 'Partner' webpage.
For more details about ConnectBooks software, visit their website, or read Insightful Accountant's App Aware feature on ConnectBooks HERE.