Leadership Practice Management QuickBooks

Leveraging Partnerships

Written by Carrie Kahn

Partnerships can help you unlock the power of QuickBooks.

QuickBooks has an amazing product line. With its combined offerings, it can accomplish so much for business owners. Even better, if you add on the right stack of apps and connections, it becomes extremely powerful. With thousands of available applications, over a dozen financial options and several integrated products, QuickBooks is truly an end-to-end solution that can wow customers!

What does all this mean to you, the QuickBooks ProAdvisor? While it can be very exciting to offer so many amazing tools to your clients, at the same time, it can be overwhelming. It’s literally impossible to learn all the applications available, as well as all of the many QuickBooks options.

At the last Quickbooks Connect conference, Brad Smith shared that QuickBooks ProAdvisors should “build your wolf pack.” What he meant was, you need to build a team of experts you can collaborate with when you need support. Being part of a group of experts can allow you to lean on them when a lead comes across your desk that is outside of your wheelhouse. Instead of turning away the business, you can leverage your partnership with experts to help you navigate through a challenging project.

As you build your support network, figure out what expertise you bring to the table. What area do you specialize in? You do not have to narrow it down to one specific niche or vertical, but do keep in mind the type of projects you enjoy doing. Think back on projects that brought you joy, or when a customer raved about your work and you felt very proud—this is your area of expertise.

One area that I specialize in—and where I shine—is cleanup. I love cleaning up a messy set of books, reconciling it to the penny, correcting or setting up inventory to flow correctly as the software was intended, and setting up payroll with the correct year-to-date figures from January until current so that a payroll can go live. There are other areas I can support but those areas bring me great joy! This is what I mean when I ask people “Do you love what you do?” It’s important to not only love what you do, but to take the time to become a leading expert in this area. Focus on learning everything you need to know to make your job easier and be the “go to” person for these types of projects.

When you become good at what you do, you may also find you have a bandwidth problem. What do you do when your schedule becomes overloaded? As you build your support network, you may find someone that loves the same areas you do with whom you can collaborate. You can also pass projects back and forth. It’s important to know your options when you get stuck. If you allow your support work to take over your time, your existing customers may suffer. Try to under-promise and over-deliver early to exceed customers’ expectation. 

Keep in mind that when you are creating an end-to-end solution for your customer, you may also need to bring in additional resources to fill in the gaps. It’s important to present a united front to your customers when collaborating with other experts. Be sure to create marketing material to share with prospects that include your solutions, as well as information about your team.

Many options include product purchase, so if you are a QuickBooks ProAdvisor that wants to accept commissions and residuals, you can find partner programs as a great way to add to your bottom line. At a minimum, become a certified QuickBooks ProAdvisor so that you appear in searches for “find a QuickBooks ProAdvisor.”

You should also make sure you are charging enough for your level of expertise. As you are finding your preferred vendors, you should also join a partner program with a QuickBooks reseller. In these programs, they share commission and become a resource to help you select the right product and pass along low prices. Partner programs are also a great way to meet experts in your field that you can collaborate with.

Learn more about the CBG partner program here.

About the author

Carrie Kahn

Complete Business Group helps small businesses purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts to provide high level customer service so that they use QuickBooks® the way it was intended. With the many offerings from online to desktop we understand the benefits and limitations of each option to help you find the right solution. We have a team of certified ProAdvisors located all over the US ready to support you remotely or locally.

Carrie Kahn, CPA, the founder and CEO of Complete Business Group, has been helping small businesses purchase the RIGHT QuickBooks product at the best price and offers a team of experts to provide high level customer service so that they use QuickBooks®the way it was intended.

Carrie has been supporting and selling QuickBooks since Dos V1. She has been an Advanced Certified ProAdvisor since 2002. She joined the Intuit Reseller Program in 2008. In 2015 she launched the Complete Business Partner Program
mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. She is very involved in the QuickBooks community providing extensive resources for ABBO Facebook group , Scaling New Heights, School of Bookkeeping, CPA Academy, Intuit’s Firm of the Future, and CBG Blog. Carrie is a lead QuickBooks Author for the Accountex blog. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the Intuit Reseller Program Council. CBG has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She is currently serving on the IRP Council. Carrie’s company, CBG was named Partner Program of the year for 2017.