Accounting life is hard. SmartBooks Online’s partner program helps you be the trusted advisor to your clients, enabling your firm to grow.

Challenges that accountants face:

  • Retaining position as the ‘trusted advisor’
  • Providing accurate financial data in a timely fashion
  • Margins shrinking with the commoditisation of compliance services

So why partner with SmartBooks?

Be the trusted advisor

SmartBooks Online is not in the business of tax or advisory – nor do we want to be. Our scope is delivering high quality bookkeeping and reporting coupled with a team of Chartered Accountants. Take control of your clients’ financial data and be the advisor you want to be.

Have confidence in the data

SmartBooks Online partners have a clean and accurate view of their clients’ financial and non-financial data, making it easier for them to provide advice. But it’s not just about the numbers.

Build a dependable business

Many of our partners offer value-based services like virtual CFOs and business coaching. Having reliable and regularly-updated accounts coupled with a live metrics dashboard enables our partners to leverage their clients’ financial data to provide retainer-based advisory services and move away from the more commoditised compliance fees.

Your Path to Success

Build a plan for growth

Work with our partner onboarding team to integrate our services seamlessly into your practice and clients.

Keep up to date on what’s happening in the industry

Subscribe to our fortnightly blog updates for practice management tips and the latest and greatest in accounting tech.

Ready to be a better advisor?


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