CPAs, Accounting Firms and Outsourced CFO Firms

Small and mid-sized businesses work with many service providers but none are as critical, or as trusted, as their CPA or accounting firm. Many CPAs and accounting firms see the NetSuite Referral Program as a way to generate revenue, but others want to maintain impartiality in terms of software vendor selection. NetSuite offers several options to support your goal of being a valued partner to both NetSuite and your client:

• You can pass the Referral Fee on to your client in the form of a "Branded Discount"—a 10% discount courtesy of your company.
• You can take the Referral Fee in cash and add it to your bottom line or pass it on to your client as a credit for future services
• You can offer the Referral Fee to charity as part of the NetSuite Giving Program.
• You can refer clients but elect not to receive a referral fee. You will still benefit from membership in the program by gaining access to a better understanding NetSuite software and the advantages of SaaS; product demonstrations and new product information; industry news and information; and other services offered exclusively to NetSuite Referral Partners.

NetSuite software offers benefits to you and to your customer: NetSuite allows your firm to provide higher value services to a larger number of clients and has the potential to vastly improve a client's operational efficiencies. NetSuite's hosted software offers a TCO that is significantly lower than comparable tools, so introducing clients to this new method of using software will be seen as a service that your clients will appreciate.

NetSuite offers several benefits for CPAs, accounting firms and outsourced CFO firms:

Easy Access for Accountants: Since NetSuite is a web-based solution, you can securely access your client's accounts from anywhere in the world without problems associated with VPNs, firewalls, and other technical restraints. If you have multiple clients using NetSuite, you can log into one system and securely access all client accounts in one place.

Better Technology: NetSuite is a double-entry accounting system that allows you to close accounting periods, easily set view/edit/delete permissions, and automate many processes. NetSuite outperforms "traditional" software in many ways. First, NetSuite is a real-time system, so information is always up to date. Data in NetSuite is much easier for accountants to work with, and NetSuite allows users to easily create reports with a built-in reporting engine or export data to Excel, PDF, Word and other formats. Because NetSuite is an end-to-end system, CPAs and accountants do not need to spend precious time searching for information or re-keying data, but can focus on offering higher-value services to a larger number of clients.

Powerful Dashboards: NetSuite dashboards give you real-time snapshots of key performance indicators (KPIs) related to all aspects of a company's operations—finance, sales, marketing, operations, inventory, and project management—to easily identify and proactively address any issues that arise

Better Choice for Clients: Generally, companies outgrowing QuickBooks or already using "mid-market" software experience the biggest benefits from NetSuite. Companies that benefit most are using a "patchwork" of systems to handle different duties, such as accounting, customer management, order management, ecommerce, marketing, inventory, and project management. NetSuite can lower your client's costs by tens of thousands—or even hundreds of thousands—of dollars a year.

Lower TCO: NetSuite offers users enterprise-class infrastructure but has a TCO that is 30%-60% lower than comparative solutions. The system can generally be implemented in 90 days or less, and the service includes data back-up/business continuity, security, and all maintenance and upgrades. Staff members no longer need to spend time re-keying data or extracting, normalizing and combining data from multiple systems, which allows companies to reduce headcount, redeploy employees to higher value operations, and run more efficiently.

Take the next step toward offering more comprehensive services, securing longer-term client relationships, and helping your clients become more efficient and competitive. Join the NetSuite Referral Partner Program today.

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*Please see Terms and Conditions for complete information.