Join the Method:Partner Program

Partner with Method to provide powerful automation services for your clients.

Why partner with us?

There are great perks for you and your clients when you partner with Method.

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Two free accounts

Get one free account for managing your business or practice and a separate free account for sandbox and demo purposes.

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Earn commissions

When referring your clients to Method, gain a new revenue stream with a 10% lifetime commission.

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Empower your clients

From guiding your clients on how to start a small business to managing growing pains, Method can help.

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Training & Method updates

Get access to exclusive training webinars and be the first to know about new features.

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Become an expert

You can list your services here as a certified expert and receive Method:Certified badges you can display on your marketing material.

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Dedicated account manager

Receive ongoing support for you and your clients’ accounts.

To participate in the Method:Partner Program, proof of membership in one of the following organizations is required: Certified QuickBooks ProAdvisor, Intuit Premier Reseller (formerly ISP Program), Woodard Groups (formerly NAN), Sleeter Group Consultants Network, or Microsoft Certified Partner.

Method:Partner Program Terms of Service

Here’s why you’ll love being a Method:Partner

See how partners grow their business with the Method:Partner program.

John Sandy
Owner, John Sandy and Associates

John shares how the Method:Partner program enhances his consulting business to help you understand if the program is right fit for you.

Leif Dyrsten
Owner, Method Customization

Leif shares how the Method:Partner program fuels his business as well as his thoughts on the partner community’s benefits.

Gary Hawton
CEO, Home Watch IT

Gary shares the value Method provides his clients and how the partner program helped him start and grow his business.

Who is this program for?

The Method:Partner program is for business advisors and consultants who serve small businesses using QuickBooks or Xero.

Method believes that small business is big business. Our partners share the goal of bringing workflow automation to small businesses everywhere.

Enhance your advisory services and learn how to become a CRM consultant. Let’s work together to grow your business and support your clients.

Questions: Review our FAQs.

What happens after I sign up to become a partner?

After submitting your sign-up form, you will receive an email with access to your partner portal. This is the one-stop shop for everything you need to succeed! Then, you’ll begin your onboarding journey where we’ll share resources and introduce you to your dedicated account manager.

What commission will I be eligible to receive?

Once you have access to your partner portal, you can earn 5% immediately. However, all partners have 6 months after their sign-up date to complete the Method:Partner exam to become Method:Certified. By certifying, your commission increases from 5% to 10%, and you can apply for a second partner discounted account. If you do not get certified in the first 6 months, your commission will decrease to 0% and you will lose your discounted account. We also ask that you recertify annually to maintain the discounted accounts and commission.

Why do I need two Method accounts?

Most of our Method:Partners use one account for their practice management and the second for sandbox and demo purposes.

Where can I stay informed about the Method:Partner Program?

The Method:Partner Program hosts a bi-monthly partner update call where the Method team provides partner program updates, the latest marketing material, a sneak peak of the product roadmap, and live demos of upcoming feature releases from Product Managers. There is also a Facebook group, Slack channel, and Forum where Method:Partners and the Method team interact directly.

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