Reignite Your QuickBooks Affiliate Partnership and Earn Recurring Commissions
Turn Client Conversations Into Recurring Revenue
Picture this:
You're on a call with a client. They mention their payroll provider is nickel-and-diming them. Or their books are a mess because they're still using spreadsheets. Or they're frustrated with their current accounting software and thinking about switching.
Sound familiar?
Of course it does. As a fractional CFO or financial consultant, you're the trusted advisor. Clients come to you with these problems all the time. You probably gave them solid advice, maybe even recommended QuickBooks.
But here's the question: Are you getting paid for that advice? When your client buys QuickBooks based on your recommendation, do you earn anything from it?
Key Takeaways for Peak Advisers Affiliates
Spot QuickBooks opportunities in conversations you're already having with clients
Earn 50% recurring commissions when clients purchase QuickBooks products through Peak Advisers
Peak Advisers joins your calls, if you want us to—we handle product expertise, you maintain the relationship
Keep all consulting work—we only handle QuickBooks product sales
Simple 3-step process: identify opportunity, make introduction, earn recurring income
The QuickBooks Referral Opportunity You're Walking Past Every Week
You joined the Peak Advisers Affiliate Program because it made sense. 50% commission on QuickBooks products. Recurring monthly income. No extra work. All solid reasons.
But then you got busy doing what you do best—helping your clients with financial strategy, fractional CFO work, or whatever consulting services you provide. The affiliate opportunity fell to the back burner.
Here's the thing: you're already having the conversations where QuickBooks could be the solution. You're just not connecting the dots—and you're leaving money on the table.
How to Identify QuickBooks Opportunities in Client Conversations
These aren't sales pitches. These are problems your clients are already telling you about:
"Our payroll takes forever, and I'm worried about compliance."
"We need better visibility into cash flow."
"Tax season is a nightmare because our books are disorganized."
"We're using three different systems, and nothing talks to each other."
"I spend way too much time chasing down invoices and payments."
"We're growing, and our current software can't keep up."
Every one of those is a QuickBooks opportunity. QuickBooks Online. QuickBooks Payments. QuickBooks Online Payroll with built-in HR tools. QuickBooks Desktop Enterprise for more complex needs.
And here's the best part: you don't need to become a QuickBooks salesperson. You just need to recognize the problem and make a warm introduction.
How the QuickBooks Affiliate Referral Process Works
Let's be clear: we're not here to compete with your consulting work. You're the trusted financial advisor. You keep doing what you do best.
Peak Advisers only steps in to handle QuickBooks-specific needs—if you want us to. Here's how it works:
Step 1: You spot the opportunity
Your client mentions payroll headaches, messy books, or needing better tools. You recognize that QuickBooks could solve it.
Step 2: You make the introduction
"I work with a QuickBooks expert who specializes in [payroll/accounting setup/etc.]. Would you be open to a quick call to see if it's a fit?"
Step 3: We join the call
Peak Advisers handles the product conversation. We explain which QuickBooks solution fits their needs, answer technical questions, and handle setup. You don't pitch. You don't explain. You just maintain the relationship.
Step 4: You earn recurring commissions (when clients purchase)
If your client subscribes to QuickBooks products, you earn 50% of our commission—month after month, as long as they remain a subscriber. Not every referral results in a purchase, but when it does, the recurring nature of the income makes it worthwhile.
That's it. You stay focused on your consulting work. We handle QuickBooks. You get paid.
The QuickBooks Products Your Clients Actually Need
You don't need to memorize every feature. But here's a quick reference for the conversations you're already having:
QuickBooks Online
Who needs it: Small businesses that need cloud-based accounting. Manage income, expenses, invoicing, and reporting from anywhere. This is the starting point for most clients.
QuickBooks Online Payroll + HR
Who needs it: Any client with employees who's frustrated with payroll, compliance, or HR tasks.
The big win: Automated tax filings, direct deposit, and built-in HR tools (compliance alerts, document templates, 200+ employee training courses). Elite plans even include live consultations with certified HR advisors.
Why your clients care: Payroll + HR in one platform. No more juggling multiple systems. No more worrying about tax filing deadlines or compliance missteps.
QuickBooks Payments
Who needs it: Clients who invoice customers and want to get paid faster. Accept credit cards, debit cards, and ACH payments directly through QuickBooks with automatic reconciliation.
QuickBooks Desktop Enterprise
Who needs it: Larger single-entity businesses that need advanced inventory management, job costing, custom reporting, and multi-user access. This is desktop software for more complex operations.
Plus: Your Clients Save Money
When clients purchase through Peak Advisers, they typically get 30% off year-one pricing on QuickBooks Online and Payroll—plus expert setup and ongoing support. It's a better deal than buying direct from Intuit, and you still earn commissions.
The Power of Recurring Commissions
Here's what makes this program different from typical affiliate arrangements:
You earn 50% of the commission Peak Advisers receives from Intuit—and since QuickBooks products are subscription-based, you earn that commission every month as long as your client remains a subscriber.
Think about what that means:
You make one referral, but you earn commissions month after month
Multiple client referrals = multiple recurring commission streams
The more clients you refer who subscribe, the more predictable income you build
Of course, you only earn commissions when clients actually purchase QuickBooks products through Peak Advisers. This isn't passive income—it requires you to identify opportunities, make introductions, and help clients see the value. But when you do, the recurring nature of the commissions means your effort compounds over time.
3 Steps to Start Earning QuickBooks Affiliate Commissions
Ready to turn this into actual revenue? Here's what to do right now:
1. Scan your client roster
Think about your current clients. Who's mentioned:
Payroll or HR headaches?
Frustration with their current accounting software?
Cash flow visibility problems?
Disorganized books that make tax prep a nightmare?
Write down 2-3 names. That's your starting point.
2. Start the conversation naturally
You don't need a script. Just bring it up in your next conversation:
"I know you mentioned payroll was taking up too much time. I work with a QuickBooks expert who specializes in payroll + HR automation. Would you be open to a quick intro call?"
Or:
"Based on what you've told me about your accounting setup, I think QuickBooks could streamline things significantly. I can connect you with someone who'll walk you through it. No pressure—just see if it's a fit."
That's it. No sales pitch. No product demo. Just a warm introduction.
3. Loop us in
Call us at (303) 801-4772 or email info@peakadvisers.com. Tell us about the client and what they need. We'll schedule a call and handle the rest.
You stay in the loop, we handle the QuickBooks conversation, and you start earning recurring commissions.
Let's Make This Easy
Look, we get it. You're busy. You have clients to serve, strategy work to do, and a business to run. Adding another thing to your plate sounds exhausting.
But here's the truth: this isn't automatic. You still need to recognize opportunities, make introductions, and help clients see the value. What we're offering is support—we handle the QuickBooks expertise and sales process so you don't have to become a product expert yourself.
The work is in recognizing the opportunity when clients mention these problems—and then making it easy for them to get expert help. That's where Peak Advisers comes in.
You refer. We handle it. You earn. Simple as that.
Ready to Turn Conversations Into Commissions?
If you're already a Peak Advisers affiliate, you've taken the first step. Now it's time to put it into action.
Pick one client. Just one. Someone who's mentioned a problem that QuickBooks could solve. Make the warm introduction. See how the process works.
Not every conversation will result in a sale—that's reality. But when you identify the right opportunities and clients see the value, you earn recurring commissions that continue month after month as long as they remain subscribers.
And if you're reading this and thinking about becoming an affiliate? The opportunity is open. Zero cost to join. You maintain your client relationships and consulting work. Peak Advisers handles the QuickBooks side. Learn more at peakadvisers.com/affiliates.
📞 Call us: (303) 801-4772
📧 Email us: info@peakadvisers.com
💡 Let's strategize together: Not sure which clients to approach? Want to brainstorm conversation starters? Call us. We're here to make this as easy as possible.
The opportunities are already in front of you. Let's turn them into income.
Frequently Asked Questions
How much can I earn as a QuickBooks affiliate?
You earn 50% of the commission Peak Advisers receives from Intuit when clients purchase QuickBooks products. Commissions are earned when clients actually subscribe and continue as long as they remain active subscribers. The amount varies based on which products clients purchase and how many referrals you make.
What QuickBooks products earn affiliate commissions?
You earn commissions on QuickBooks Online, QuickBooks Desktop Enterprise, QuickBooks Online Payroll (including HR tools), QuickBooks Payments, and other Intuit products. Each product has its own commission structure based on what Intuit pays Peak Advisers.
Do I need to be a QuickBooks expert to earn affiliate income?
No. Peak Advisers joins your client calls to handle product demonstrations, technical questions, and sales conversations. You maintain the client relationship while we provide the QuickBooks expertise. Your role is to identify opportunities and make warm introductions.
Will Peak Advisers compete for my consulting clients?
No. You keep all your consulting work and client relationships. Peak Advisers only handles QuickBooks product sales and setup. If you provide financial consulting, fractional CFO services, or bookkeeping, you continue providing those services. We focus exclusively on QuickBooks products.
How often do QuickBooks affiliates get paid?
Peak Advisers pays affiliates monthly in three equal installments, matching how Intuit pays us. Payments are reliable and predictable for as long as your referred clients maintain their subscriptions.
What if my client already uses QuickBooks?
If they purchased through Peak Advisers originally and you were credited with the referral, you continue earning commissions. If they bought directly from Intuit or another source, you can still refer them for upgrades, add-ons like Payroll, or when they need consulting help with their QuickBooks setup.
How do I reactivate my affiliate account?
If you're already a Peak Advisers affiliate, simply contact us at (303) 801-4772 or info@peakadvisers.com. We'll help you identify opportunities in your client roster and provide support for making introductions.