PBT Consulting Partner Program
Add a new profit Centre. Strenghten Client Relationships
Leading Consulting Partner Program
What is the program about?
The Consulting Partner Program (CPP) is a comprehensive suite of specialised tools and resources that PBT designed for their partners to expand consulting offerings to their clients. It’s designed for consulting firms prioritizing their clients’ overall success, going beyond financial metrics. The program equips partners with quality tools to offer expert advisory services, particularly for businesses transitioning from basic accounting tools like MYOB and Xero to more advanced ERP solutions.
Partners help clients navigate this phase, gathering insights and requirements specific to each client’s unique needs. Once you have worked through the Consulting Pack with your clients and established a strong set of requirements and goals for a new ERP solution, PBT will help you navigate the next phase of ERP software selection with your client. We will make software recommendations and provide custom demonstrations for your client to help them make the best decision for their business. Each step of this process offers consulting opportunities for your business.
The CPP is mutually beneficial, with PBT rewarding partners for client referrals. Essentially, it’s a collaborative platform where consulting firms can deliver comprehensive, client-focused solutions for the ongoing success of their clients.
Want more info about the Consulting Partner Program?
We would love to start a conversation with you about this great opportunity. Give us a call on 1300 720 767 or complete for form below.
Help Clients Grow Beyond MYOB & Xero
Identify the need early
As clients expand, entry-level finance tools like Xero, QuickBooks, and MYOB often hold them back. They face:
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Inefficiencies from disconnected systems
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Manual workarounds and spreadsheets
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Limited reporting and compliance challenges
The Consulting Partner Program (CPP) gives you the framework to identify these pain points early and guide clients through the transition to modern ERP solutions — with PBT as your trusted implementation partner.
The CPP is a structured toolkit, training, and support program designed for:
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Accountants & Bookkeepers: expand beyond compliance into advisory
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Business Consultants: deliver proven ERP evaluation frameworks
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MYOB & Xero Specialists: help clients confidently move to mid-market solutions
You remain the trusted advisor, while PBT supports the ERP selection and implementation process.
What is the Consulting Partner Program?
Become a Trusted Advisor
Why Partner with PBT?
A Comprehensive Solution for NDIS Transformation
With over 23 years of ERP implementation experience, PBT brings
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Proven Expertise: multi-disciplinary team of project managers, consultants, and developers
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Leading Cloud ERP Solutions: Sage Intacct, Microsoft Business Central, Employment Hero Payroll
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Trusted Methodology: smooth delivery, continuous optimisation, and long-term client success
When you refer clients to PBT, you can be confident they’re in the hands of an experienced team that understands both the technology & business outcomes.
What do you get as a Partner
As part of this program, you gain access to a suite of resources designed to help you deliver greater value to your clients and grow your consulting practice:
Consultancy Pack – A practical, step-by-step framework that helps you uncover client needs, operational challenges, and growth opportunities, giving structure to your advisory conversations.
Training & Enablement – Hands-on training that equips you with the skills to apply the pack effectively, build confidence in positioning ERP solutions, and identify the right growth pathways for your clients.
ERP Selection Support – PBT works alongside you to provide tailored software demonstrations, recommendations, and technical expertise, ensuring your clients choose the right solution with clarity and confidence.
Referral Rewards – We recognise the value of your client relationships. To avoid conflicts of interest, we reward referrals transparently through measurable discounts on project services and software licensing, directly benefiting your clients.
Ongoing Learning – Stay ahead with continuous updates on ERP advancements, compliance requirements, and industry best practices. This ensures you remain a trusted advisor in your client’s long-term journey.
We’ll also provide training on newly implemented systems so you can continue supporting your clients post-deployment. Combined, these benefits position you as a key partner in their growth story while strengthening your own service offering.
Download our free eBook to learn how to help clients transition beyond entry-level finance software and unlock new consulting opportunities.
What is behind the Consulting Partner Program?
Navigating your clients growth
In a rapidly evolving business landscape, it’s crucial to recognize when clients have surpassed the capabilities of platforms like Xero, QuickBooks, and MYOB. Our program offers a pathway to more comprehensive ERP systems. We equip our partners with a consultancy pack and on-going training that enable them to identify process improvements and efficiency gains. This collaborative effort with your clients determines the benefits and return on investment of transitioning to a Mid-Market ERP Solution.
Elevating Referrals with Leading Cloud ERP Solutions
You can take comfort that when you refer clients to us, you’re entrusting them to a team with depth of experience. Your referrals will encounter top-tier software solutions known for their reliability, scalability, and extensive features. Our suite of Cloud ERP Solutions includes industry leaders such as Sage Intacct, Microsoft Business Central, and Employment Hero Payroll (formerly Keypay), ensuring your clients receive a business software solution that aligns with their requirements as identified in your consulting process, positioning them for sustained success.
Experience & Expertise
With 23 years in the ERP implementation arena, we’ve honed a proven implementation methodology. We bring actionable and pragmatic approaches to our ERP implementations, and we understand the outcomes that can be derived from new ERP Projects. Our diverse team of Project Managers, Business Systems Consultants, and Software Developers collaborates to handle every aspect of implementation with precision and professionalism. Our proven methodology ensures smooth implementations, and we’re well-versed in delivering actionable and pragmatic approaches to ERP projects. We focus not just on the initial implementation but also on optimizing the ERP solution throughout its lifecycle, ensuring long-term business enhancements. You’ll directly interact with Project Managers and Implementation Consultants who hold responsibility for the project, ensuring a seamless engagement.
More Resources
To help you understand better the process of making the transition from entry-level finance solutions to Mid-Market ERP solutions, we invite you to explore our comprehensive 4 ERP Guides. These documents outline the process, considerations and what needs to happen to make this transition with your client successful.
We look forward to partnering with you in guiding your clients toward enhanced business solutions.
Ready to explore the NDIS Consulting Partner Program?
Get in touch with us today to discuss how we can work together to deliver smarter solutions for your clients.
Contact: partners@pbt.net.au
Phone: 1300 720 767