Simply send us an email to begin. We’ll help you set up your own Sage account, ideally with your business name, so you're ready to build a professional presence when promoting and engaging with clients.

Once your account is ready, we’ll provide you with login details. With your Sage account online, you can start exploring its features, including Sage University, where you can become familiar with the software and earn a certification. This certification not only enhances your professional profile but also qualifies you for our referral program.

As we’ve reached capacity for new clients, we’ll refer all client inquiries to bookkeepers who’ve completed the Sage University certification, giving you more opportunities to grow your client base.

Each time you gain a new client, let us know, and we’ll secure the best-priced Sage licenses available to set up their accounts. You’ll have complete control over each client’s account, ensuring confidentiality between you and your client.

As the primary contact for your clients, you’ll be responsible for your monthly software fees. We’ll invoice you directly, so be sure to discuss and establish your fees with each client.