Accountants & Bookkeepers Referral Program
Our Accountants & Bookkeepers program is designed for accounting and bookkeeping firms that take a strategic interest in their clients (beyond the numbers) and want to provide advisor services in identifying and initiating the transitionary phase of clients outgrowing small business accounting tools and requiring more robust mid-market ERP solutions.
Recognising that a growing number of businesses are rapidly outpacing the capabilities of platforms like Xero, QuickBooks, and MYOB, we offer a pathway to more expansive ERP systems. We provide our partners with a consultancy pack and training in identifying process improvement and efficiency that they work through with clients to determine the benefits and return on investment of a change to a Mid-Market ERP Solution.
As our accounting firm & bookkeeping partners, you’re granted the assurance that your referrals are met with top-tier software solutions known for their reliability, scalability, and comprehensive features. With our rich suite of Cloud ERP Solutions, including industry stalwarts like Sage Intacct, Microsoft Business Central and Employment Hero Payroll (formerly Keypay), your clients are poised to receive a solution upgrade tailored to their evolving needs, ensuring they continue to thrive in an increasingly complex business landscape.
You can take comfort that when you refer clients to us, you’re entrusting them to a team with depth of experience. 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.
We take a holistic view of the ERP lifecycle, and we plan for your clients’ business optimisations well beyond the initial implementation. When you work with PBT, you don’t engage and discuss opportunities with sales people, but rather with the Project Managers and Implementation consultants themselves who will take responsibility for the project. From the outset, our diverse range of professional Project Managers, Business Systems Consultants and Software Developers combine to ensure that every aspect of the implementation is handled with expertise.
We continually keep you informed of the Mid Market ERP space and the Industry Verticals that our solutions excel in. This includes Not For Profit verticals to Inventory, Manufacturing & Service based solutions. We provide you with training in the new systems implemented so that you can continue to support your client. To avoid any conflict of interest, referral fees are provided back to the client by way of measurable discounts against the project services and or software licensing.
Our benefits offered to you include:
- Consultancy Pack to be used by you as an Advisory Service to your clients.
- Training in the application of the Consultancy Pack, the wide array of solutions and industry verticals they are best suited to.
- Product training in the new solution so you can continue to provide services to your client.
To understand more about the journey from moving beyond entry-level finance solutions to Mid-Market ERP solutions please read our 4 ERP Guides on:
- Navigating the ERP Selection Process
- Maximising the Success of ERP Implementation
- Optimising your new ERP System beyond Implementation