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Business Plan Template

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1

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CustomBooks™ Free

Joining and using CustomBooks™ is completely Free, There is no cost to you or your Firm

2

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CustomBooks™ RockStar

Take CustomBooks™ Core Certification at No Cost and Gain CPE Credits

3

Reap the Rewards and Enjoy the Perks

Secure a 30% Margin and Get Featured on Our Advisor Finder Platform to get more clients

Exclusive to Our Accounting Partners

Dedicated Partner Manager
Personalized Support from a Dedicated Partner Manager.
Dedicated Training w/CPE
Acquire Over 15 CPE Credits through NASBA Certified Trainings.
Stable Pricing & Margin
Secure Your Pricing with the Onboarding of Your First Client.

What can CustomBooks™do for you?

Increase your revenue
This can be achieved by implementing strategies such as improving your product or service offerings and expanding into new markets

Address larger clients
Extend your offering to higher margin clients. Go after product customers that need robust inventory tracking

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Certification enables you to join the Rockstar portal. Get more clients & promote your firm

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Get more done
CustomBooks™ automates many redundant tasks, allowing you to maximize your time and increase efficiencies

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CustomBooks™ automations allow you to get more done in less time. Take your business to the next level

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Certification enables you to join the Rockstar portal. Get more clients

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Become an CustomBooks™ Partner

Discover product and partner solutions in a 1-1 call with the CustomBooks™ Partner Team. Schedule a demo right away or apply to become a partner and learn more about joining CustomBooks™ Rockstars.

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