One client portfolio
See feed health, unanswered transactions, close status, and overdue client decisions without opening every set of books.
In developmentCONSULBOOKS ADVISOR NETWORK
Help shape a faster review queue across clients.
Help build the accountant experience small firms actually need: one view of exceptions, clear categorization reasoning, client-controlled access, balanced exports, and no shared passwords.
Applications are open · Program software and economics are being built transparently
LIVE NOWFounding Advisor applications
Accountants and bookkeepers can apply now; applicants will be vetted before participating in product testing.
IN DEVELOPMENTPermissioned multi-client workspace
Client invitations, roles, consolidated exceptions, close controls, and accountant-ready packs.
AFTER UNIT ECONOMICSReferral or firm-billed benefits
Clear written terms and disclosures—never an unsustainable headline commission.
THE PRODUCT ROADMAP
The partner program has to save review time.
A referral link is not an accountant product. The planned Advisor Console is designed around the work firms repeat across clients.
One exception queue
Review suggested categories, rationale, and client answers. Keep questions in plain English and attached to the record.
Core workflow live; portfolio view plannedReal roles
Owner, admin, accountant, reviewer, and read-only access—with separate sign-ins, immediate revocation, and no credential sharing.
In developmentAccountant-ready pack
General ledger, trial balance, P&L, balance sheet, journal, categorized CSV, receipts, and close checklist as each capability ships.
P&L and transaction CSV exports live; journal and audit views liveClose controls
Preparer/reviewer separation, lock dates, bulk review, and complete histories for imports, suggestions, edits, approvals, and exports.
Audit history live; advanced controls plannedPrivate vendor memory
Keep vendor rules isolated by client. A decision in one business must never silently become a rule in another.
Per-business rules liveCLIENT CONTROL IS NON-NEGOTIABLE
Your clients keep control. You keep month-end moving.
The planned access model borrows the best governance lesson from mature accountant programs: ownership, access, billing, and offboarding must be explicit before a dispute happens.
- Client-owned by defaultThe business controls its account, financial connections, records, and exports.
- Invitation—not shared loginEvery advisor and staff member receives an individual role and must use MFA.
- Immediate revocationA client can remove a firm's access without losing its books or portability.
- Visible actionsImports, decisions, rule changes, approvals, and exports belong in the audit trail.
- Clean transferOffboarding should preserve direct client access and a complete export package.
A PROGRAM THAT EARNS ITS TIERS
Start small. Certify what is real.
Founding Advisor Council
We are recruiting a small group of U.S. accountants and bookkeepers and will verify participants before testing. The plan includes product feedback, workflow testing, roadmap sessions, and early onboarding support. No public badge or cash commission yet.
Registered Partner
Verified practice, product education, security terms, referral attribution, and a free accountant seat when permissioned access is ready.
Certified Advisor
Product, automation, and responsible-AI training as applicable; assessment, annual renewal, badge rules, and directory eligibility. Certification means product proficiency—not CPA licensure.
Economics come after evidence.
A $12 subscription produces $144 in first-year revenue before Plaid, AI, hosting, payment, support, fraud, and refund costs. The preview therefore makes no cash referral promise. A future option may use account credits first, then a capped referral or wholesale model after retained-client margins are proven.
DESIGNED WITH THE MARKET IN VIEW
What established programs teach us.
QuickBooks ProAdvisor demonstrates the value of education, marketing tools, client management, and structured partner economics.
Xero Partner Programme demonstrates tiered practice benefits and the importance of explicit subscriber and access control.
FreshBooks, Zoho, and Sage reinforce that consultants, certification, practice tools, and controlled referral rules matter more than a bounty alone.
ConsulBooks will combine those lessons with a simpler promise: fewer transaction questions and clearer client control.
FOUNDING APPLICATION
Help shape the workflow before we scale it.
We are looking for U.S. accountants, bookkeepers, tax professionals, and small-firm owners who work with service businesses and care about secure, explainable automation.
- Be willing to test a focused launch product
- Use individual accounts and authenticator MFA
- Give candid feedback about close and review work
- Put client ownership and disclosure first
PROGRAM QUESTIONS
What is live—and what is not.
Is the ConsulBooks Advisor Network open?
Applications are open for a small Founding Advisor Council. The public multi-client console, certification, directory, and paid referral economics are not live yet.
Does applying guarantee admission or leads?
No. Founding firms are reviewed for product fit and willingness to test securely. ConsulBooks does not guarantee admission, customer leads, income, exclusivity, or professional endorsement.
Who owns each client's data?
The business client controls its account and data by default. The planned model requires the client to invite and revoke each advisor, gives the client direct access and exports, and prohibits shared passwords.
Will there be referral compensation?
No cash commission is active during the preview. Any future referral or firm-billed discount will launch only after real unit economics are validated, with written terms and clear compensation disclosures.
Does ConsulBooks certification mean someone is a CPA?
No. A future ConsulBooks Certified Advisor label would show product proficiency only. It would not establish licensure, professional competence, fiduciary status, or endorsement of the person's accounting work.