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Episode Description
QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.
Sponsors
Digits - https://uqb.promo/digits
Bluebook - https://uqb.promo/bluebook
MakersHub - https://uqb.promo/makershub
AFWA - https://uqb.promo/AFWA
- (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
- (00:57) - Defining QSP and Its Evolution
- (02:48) - Benefits and Requirements of the QSP Program
- (06:05) - Challenges and Changes in the QSP Program
- (09:42) - QSP's Role in Client Solutions
- (18:38) - Vendor Partnerships and Commissions
- (31:29) - Collaborative Community and Support
- (36:05) - Direct Relationships with Intuit Reps
- (37:14) - Leveraging QSPs for Complex Migrations
- (38:00) - Understanding QuickBooks Pricing Programs
- (39:49) - Benefits of Partnering with CBG
- (41:19) - Changes in Merchant Services and Preferred Pricing
- (49:15) - Choosing the Right QSP for Your Needs
- (57:08) - Exploring Acumatica as an ERP Solution
- (01:02:09) - Wrap-Up and Future Plans
Resources
- Jeff Siegel, Siegel Solutions: www.siegelsolutions.com
- QSP: QuickBooks Online
- YouTube Tips and Tricks: Siegel Solutions - YouTube
- New Quickbooks FREE Webinar Registration: Meeting Registration - Zoom
- Carrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/
- Dan DeLong, School of Bookkeeping:
- https://www.schoolofbookkeeping.com/
- Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
- Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA
- QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
- New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
- Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
- RightTool.app - mention ROYALWISE for 20% off the Pro version
- Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
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