by Sunburst Software Solutions, Inc.
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Playing games….

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Most Certified QuickBooks ProAdvisors (CQA), Intuit Solutions Providers (ISP), Enterprise Solutions Providers (ESP), Certified Public Accountants (CPA), what-have-you’s are really decent people—but the ones that drive me crazy are the ones that “play games”.

What do I mean by playing games?  Good question, let me explain!

On our main website I’m pretty clear (ok BLUNT) about “How Sunburst Works with ProAdvisors, CPA’s, etc.“; as a matter of fact sometimes I feel I’ve been pretty harsh and really need to tone it down a bit.  Well every time I get to feeling like this, something like this happens:

Ben, Linda, or I get an email or a phone call from one of these folks asking for a commission or referral fee for recommending our software.  We go through the “sorry, we don’t do that, instead, if you know your stuff, we’ll refer clients to you—-far more profitable situation for you, don’t you think?  Well off they go, and don’t you know, the next thing that happens is Ben, Linda, or I get either a call or an email from that EXACT same person, asking the EXACT same thing!

I’m sorry, but just because you are talking to a different person—do you expect a different answer?

And let’s face it, would you rather have a 2% commission on a $375.00 or $195.00 piece of software–or profitable consulting engagement with a possible full time client that generates on-going revenue?

And while we are on the subject or wanting commissions/referral fees….how would you feel if I called you up and said, look I have this client that I’m willing to recommend to you—but ONLY IF you are willing to send me 2% of your total fees that stem from this client?

Sounds a little bit like blackmail and bribery to me…….

Are you recommending 3rd party add-ons because they are the RIGHT choice for the client OR because you are getting a 2% commission?

2 Responses to Playing games….

  • What a sensational post! I did a sort of blogging for dummies over on one of the CPA Marketing forums and I guessed it was too simple for them, but the number of emails I got asking questions just like what you addressed was incredible. As young people today we have grown up with computers, but it’s easy to forget that even people just a a couple of years older have not! Really good post! 🙂

  • Nancy –

    I could not agree with you more. I think that ProAdvisors should recommend solutions, like yours, because they are the right choice for their clients. Doing a good job for your client, including recommending great add-on products will bring it’s own reward

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About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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