Advisor Referral Programme
Accountants, financial advisors and business consultants regularly identify clients who have outgrown their current accounting software. Our referral programme gives you a trusted destination for those conversations. Refer with confidence, knowing the implementation will be delivered properly and your advisory relationship is protected.
Simple, Transparent, Protected
When you identify a client who needs to move beyond Sage, Xero, QuickBooks or any other accounting platform, you introduce them to Tres Tria. We take it from there, handling the discovery, scoping, implementation and ongoing support.
You receive a referral fee for every qualified introduction that progresses to an implementation. The fee is paid promptly and transparently. Your advisory relationship with the client is protected throughout. We provide ERP services only and will never compete for your accounting, tax or advisory work.
We keep you informed of progress so you can maintain your advisory relationship. If you provide ongoing accounting services to the referred client, we will work collaboratively to ensure that the Business Central configuration supports your reporting and compliance requirements.
Programme Benefits
- Referral fee for every qualified introduction
- Your advisory relationship is formally protected
- We provide ERP only, never accounting or advisory
- Progress updates throughout the implementation
- Collaborative configuration to support your reporting needs
- Zero failed implementations protects your reputation
- No minimum referral volume or commitment
When to refer a client
Outgrowing Sage or Xero
Client needs inventory management, project accounting or manufacturing capabilities that their current accounting software cannot provide.
Multi-Entity Consolidation
Client has multiple entities and spends excessive time on intercompany reconciliation and consolidated reporting.
Month-End Taking Too Long
Client's finance team spends days on manual data consolidation, reconciliation and reporting that should be automated.
Legacy System End of Life
Client is running NAV, Great Plains or another legacy system that is reaching end of support and needs to migrate.
Ready to Discuss the Referral Programme?
Book a confidential call to learn more about referral fees, client protection and how the programme works in practice.