Podcast Episode Overview
QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit’s direct sales pressure and how these programs can generate new revenue streams for accounting
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Carrie Kahn
- Guest – Jeff Siegel
- Guest – Dan DeLong
Sponsors
Bluebook – https://uqb.promo/bluebook
MakersHub – https://uqb.promo/makershub
AFWA – https://uqb.promo/AFWA
Podcast Highlights
(00:00) – Welcome to The Unofficial QuickBooks Accountants Podcast
(00:57) – Defining QSP and Its Evolution
(02:48) – Benefits and Requirements of the QSP Program
(06:05) – Challenges and Changes in the QSP Program
(09:42) – QSP’s Role in Client Solutions
(18:38) – Vendor Partnerships and Commissions
(31:29) – Collaborative Community and Support
(36:05) – Direct Relationships with Intuit Reps
(37:14) – Leveraging QSPs for Complex Migrations
(38:00) – Understanding QuickBooks Pricing Programs
(39:49) – Benefits of Partnering with CBG
(41:19) – Changes in Merchant Services and Preferred Pricing
(49:15) – Choosing the Right QSP for Your Needs
(57:08) – Exploring Acumatica as an ERP Solution
(01:02:09) – Wrap-Up and Future Plans
Links & Resources
- Jeff Siegel, Siegel Solutions: www.siegelsolutions.com
- QSP: QuickBooks Online
- YouTube Tips and Tricks: Siegel Solutions – YouTube
- New Quickbooks FREE Webinar Registration: Meeting Registration – Zoom
- Carrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/
- Dan DeLong, School of Bookkeeping: https://www.schoolofbookkeeping.com/
- Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
- Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA
- QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907
- New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
- Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
- RightTool.app – mention ROYALWISE for 20% off the Pro version
- Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
