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Business Plan Template
Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Increase your firm’s value with the CustomBooks™ Partner Program. CustomBooks™ has the most cutting-edge features you need from bookkeeping software and was built with the accountant in mind.
Fill out the form to receive this guide as a PDF
Increase your revenue
Boosting your income by upgrading your product line or services and exploring new market opportunities.
Address larger clients
Expand your services to clients with higher profit margins. Target product clients who require sophisticated inventory monitoring.
Get Certified
Obtaining certification opens the door to the Rockstar portal, allowing you to attract more clients and elevate your company's profile.
Get more done
CustomBooks™ automates numerous repetitive tasks, enabling you to optimize your time and boost efficiency.
Get more clients
CustomBooks™ automations allow you to get more done in less time. Take your business to the next level
Get Certified
Certification enables you to join the Rockstar portal. Get more clients
By watching this video, viewers can gain insights into how CustomBooks™ simplifies accounting and financial management workflows, boosts productivity and efficiency, and enables firms to offer enhanced service quality to their clients.
CustomBooks™ certification enables you to join the Rockstar portal. Get more clients by listing your services on the Rockstar portal and promoting your firm’s value to businesses looking for an advisor. We don’t charge for certification and training, it’s completely free of charge.
View our RockStars ->
As a partner of CustomBooks™, you have access to a designated migration manager who will assist you in the conversion of your clients, provide guidance for initial setup and onboarding, and answer any questions you may have. Our migration managers are highly knowledgeable and possess a deep understanding of professional accounting.
Schedule with Partner manager ->
With CustomBooks™, you will have a direct line of communication with our team who can quickly address any issues that may arise, both on your end or your client's. This allows you to establish a trustworthy relationship with your customers. Connecting with us is effortless and we are always available via phone call, chat or email.
Schedule a Call ->CustomBooks™ provides CPE-eligible accounting webinars in partnership with the National Association of State Boards of Accountancy (NASBA). These webinars cover a range of topics, including the tracking of multi-channel inventory, boosting the efficiency and workflow of your firm, and enhancing communication with your customers.
Join our webinars ->
