How to Spot QuickBooks Opportunities in Your Client List
Key Takeaways
Many of your client conversations already point to QuickBooks opportunities.
Peak Advisers affiliates earn recurring income by recognizing these signals and making quick introductions.
You don’t have to sell — just connect your client with us, and we’ll handle the rest.
Helping Your Clients (and Your Business) Grow
If you already serve small business clients — as a consultant, accountant, or service professional — you’re sitting on opportunities to earn recurring revenue and help your clients work smarter.
Through the Peak Advisers Affiliate Program, you can earn commission income simply by introducing your clients to QuickBooks products through Peak Advisers. We take care of the product discussions, setup, and support, while you keep doing what you do best — maintaining trusted client relationships.
Why QuickBooks Opportunities Are Everywhere
Your clients mention small frustrations all the time — those are the openings. Here are a few of the most common signs your client is ready for a QuickBooks solution:
Manual or Outdated Systems
They’re using spreadsheets or outdated accounting software. QuickBooks Online brings automation and visibility that saves time instantly.Payroll Confusion
They’re struggling with pay runs, tax filings, or HR compliance. QuickBooks Online Payroll + HR makes these tasks easy and accurate.Disorganized Invoicing
They’re chasing payments or sending invoices manually. QuickBooks Payments creates faster cash flow and simplified bookkeeping.Disconnected Tools
They’re juggling multiple apps that don’t talk to each other. QuickBooks integrates with tools like ServiceM8, Shopify POS, and SOS Inventory to unify operations.Business Growth
They’re expanding and need visibility across multiple locations or entities. QuickBooks Desktop Enterprise or Intuit Enterprise Suite can handle complex operations.
Each of these scenarios is a real-world opportunity — and they happen more often than you think.
How to Bring It Up Naturally
You don’t need to make a sales pitch — just offer a helpful suggestion. Here are some simple conversation starters that open the door:
“You know, there’s a QuickBooks setup that would handle that automatically.”
“Peak Advisers can connect you with the right QuickBooks solution — and even save you 30% on your client’s first year.”
“Let me connect you with the Peak Advisers team — they’ll walk you through what’s best for your situation.”
When you make the introduction, our team steps in to handle everything from product fit to implementation. You stay in the loop, your client gets great service, and you earn a commission for helping them succeed.
Earn Recurring Revenue — Effortlessly
Every time you refer a client who subscribes to QuickBooks through Peak Advisers, you earn 50% of our commission — paid in three equal installments. That income continues as long as your client remains active.
There’s no training or technical setup needed. You bring the relationship; we bring the product expertise.
For a full overview of how the program works, read our other affiliate articles:
Take the First Step
You already have clients who need better financial systems. Identifying those opportunities — and connecting them with Peak Advisers — is all it takes to start earning.
Visit the Affiliate Hub to reconnect with your program, find referral tools, or learn how to join if you’re new.
Let’s make your next client conversation the one that grows your revenue too.
FAQs
Q: How much can I earn as a Peak Advisers Affiliate?
You earn 50% of Peak Advisers’ commission on QuickBooks product sales made through your referrals, paid in three equal installments.
Q: Do I need to sell or handle product questions?
No — you simply make the introduction. Our QuickBooks specialists handle the sales conversation, setup, and support.
Q: Can I refer existing QuickBooks users?
Yes — if they’re ready to upgrade or add new services, such as Payroll or Payments, those qualify as eligible referrals.
Q: Is there any cost to join?
No, the affiliate program is completely free to join.