Method partner program
Join the Method Partner Program
Join the Method
Partner Program
Help your clients simplify operations while building a recurring revenue stream for your business.
Partner Program at a glance
Solve your clients’ growing pains.
Method adapts to how your clients actually work, with real-time, two-way QuickBooks sync, so you deliver more value without adding manual work.
Discover why partners choose Method
Why partner with Method?
Discover the tools, support, and revenue opportunities designed to help you and your clients succeed.
partner earnings
How much could you earn?
See your estimated recurring commission based on your client base.
How it Breaks down
| Method plan | $45 / user / month |
| Users per client | 5 users |
| Revenue per client | $225.00 / month |
| Clients referred | 3 clients |
| Total client revenue | $675.00 / month |
| Your commission (10%) | $67.50 / month |
Estimates
based on a 10% recurring commission rate.
Actual earnings may vary based on plan selection and usage.
Who is the Method Partner Program for?
The Method Partner Program is for advisors, consultants, and service providers who help businesses get more out of QuickBooks or Xero.
Your clients don’t just need another CRM. They need systems that support how their business actually operates. Method is built for businesses that have outgrown spreadsheets, manual workarounds, and disconnected processes.
As a partner, you can help clients implement a customizable CRM that adapts to their workflows, connects sales, operations, and finance, reduces double entry, and improves visibility across teams.
For growing advisory firms, the opportunity goes beyond referrals. Build a Method practice around the complex, operational clients you already serve.
How it works
Joining the Method Partner Program is quick, free, and built to get you earning fast.
Method Partner Program Terms of Service →
partner stories
See how partners grow their business with Method
The communication we get at the monthly partner meetings, to learn what’s coming, and to have all your team there, it’s unprecedented.
John Sandy
Owner, John Sandy and Associates
As a partner, I’m able to increase the work that I do with my existing clients, and bring their business to the next level with customization.
Leif Dyrsten
Owner, Method Customization
The partner program has been an integral part of my business and allowed me to scale tremendously.
Gary Hawton
CEO, Home Watch IT
View our full partner directory
Run your business better with the help of our small business experts.
get started
Ready to join our Method Partner community?
Fill out the form to get started!
Unlock new revenue opportunities, deliver more value to your clients, and grow your business as a Method Partner.
FAQs
Method Partner Program FAQs
After you sign up, our team will review your application to confirm eligibility. Once approved, you’ll receive an email with access to your partner portal, your central hub for referral tools, program resources, and more. You’ll also be able to book a 1:1 onboarding call with our team to learn how Method works and how to make the most of the partner program.
Once approved, you’ll earn a 5% recurring commission on the subscription value of every client you refer to Method. After completing the Method Partner Certification, your recurring commission increases to 10%. The certification is a multiple-choice test designed to validate your knowledge of Method and the partner program and position you as a Method expert. Check out our commission calculator.
As a partner, you’ll receive two free Method accounts — one for managing your own business, and the other for testing features, building customizations, and showing your clients how Method works.
We offer several ways to stay connected. Our monthly Partner Update Call includes product updates, exclusive previews, live demos, and insights from other partners. You’ll also receive weekly emails with tips and program updates, and you can join our Slack channel to connect directly with the Method team and fellow partners.
Method Pay processing fees are excluded from commission calculations, including any card processing fees, ACH processing fees, transaction fees, payment processing fees, or other fees paid by a client in connection with Method Pay. Commissions apply only to eligible Method subscription payments.