Consulting Partner Program
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.
Who is the program suitable for?
Add another profit centre to your accounting business through the Consulting Partner Program. Help your clients beyond the numbers and provide them with advisory services to identify the need to transition to a more robust mid-market ERP solution.
As a Bookkeper, you are at the forefront of recognising that your client has outgrown the capabilities of platforms like Xero, QuickBooks, and MYOB. We can help you offer a pathway to more expansive ERP system for them and along the way earn more consulting dollars.
As a professional services business the Consultant Partner Program can help you deliver even more value to your clients. As a trusted adviser, the program delivers another opportunity to further cement your relationship with your client.
Consultants specializing in MYOB and Xero play a crucial role in helping businesses leverage these tools effectively. But, as businesses grow and their operational requirements become more complicated, the Consulting Partner Program gives you another opportunity to keep working with your client.
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.
What do you get as part of the Consulting Partner Program?
As part of this program, you gain access to:
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A Consultancy Pack to work through with your clients. The output of this will provide you all the information you need to take the next step and determine priorities.
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Training on the application of the Consultancy Pack and expertise in various solutions and industry verticals.
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Product training in the new solution to continue providing excellent service to your clients.
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Continued Learning & Support
We keep you up-to-date with developments in the Mid-Market ERP space and the specific Industry Verticals where our solutions excel. We provide training in the newly implemented systems so you can continue to support your clients effectively. To avoid any conflicts of interest, we offer referral fees in the form of measurable discounts on project services and software licensing for the clients you refer to us.
Want to know more?
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.
Want to speak to one of our team about our Consulting Partner Program?
Give us a call to start a conversation.