Advisor Alliance
Intuitive Accountant strives to provide you, our QuickBooks Specialist, Accountant and Business Consultant readers with information about opportunities to serve your clients, build your practice, and bolster your compensation through this series we call ‘Advisor Alliance’. The focus of this series will always be product developers and vendors who offer some form of alliance, partnership, or referral program that might be of interest to you and your practice.
Exact Online, a leading provider of cloud based software for wholesale/distributors and manufacturers that integrates with both QuickBooks (desktop) and QuickBooks Online, has a partner program for QuickBooks ProAdvisors, Accountants and Consultants who are seeking new opportunities for serving their clients. The program includes exclusive content, expertise and incentives that will enable partners to immediately leverage Exact Online to grow their businesses and bring more value to existing clients.
Recently I witnessed the effect of an integration between Exact Online and Logicbroker which provided increased capabilities to the CRM, logistics, production and inventory management functions that have been the core of Exact. This new functionality includes integration of E-commerce, EDI and advanced shipping capabilities. With these new features Exact should be an even more significant option with which their QuickBooks Partners can provide an enhanced consulting practice built around integration of Exact with their existing clients’ QuickBooks software.
James Cliame*, an Advanced QuickBooks ProAdvisor and owner of Net Result, a QuickBooks consulting firm based in San Diego, had this to say about Exact; “With the capabilities that Exact Online enables, from detailed job costing to inventory management and CRM, I can offer a more comprehensive solution to my customers in manufacturing.”
Designed for small business manufacturing and wholesale distribution, Exact Online streamlines a multitude of tasks. For many small operations Exact can provide a convenient solution to what has otherwise been a mixture of varied alternatives from paper documents to spreadsheets, and small software specific to individual components, none of which mesh with their accounting . But Exact Online replaces all of the manual pieces and small components and ties the sales, fulfillment (including production) and accounting all together.
In order to facilitate delivery of their products to QuickBooks users, Exact is offering two levels of their partner program; Exact Online Resellers, and Certified Exact Online Consultants (who act as value added resellers). Both levels feature recurring margins, product sales training, free demo versions of the software, marketing and sales kits, on-boarding materials, priority technical support and use of the Exact Online logo. Partners participating in the Consultant level also receive implementation training, continuing education, certification courses, access to Exact’s limited release program, and pre-qualified leads.
In regard to his participation in the Exact partner program James Cliame went on to say, “I am able to access new customers in a rapidly growing segment of the marketplace, and this provides an entirely new avenue to grow my business.”
If you are looking for an ‘advisor alliance’ that will generate repeatable revenues, differentiate your portfolio with domain expertise, enable you to gain greater insight into your clients’ business data, and provide an avenue for additional billable hours, the Exact Partner Program maybe just what you have been looking for. To learn more about the Exact partner program, visit their website for a link to sign-up, or contact Jeffery.Rice@exact.com.
* - Sidebar: James Cliame was also recognized as one of Intuitive Accountant's Top 100 ProAdvisors for 2014.