Partners / Practice Specialists

Reckon Practice Specialists

The Reckon Practice Specialist Program has been developed for professionals with relevant accounting experience and a strong desire to build their business by forming close relationships with professionals in the Accounting industry.  Reckon promotes Practice Specialists as the first point of call for all accountants who have software and training support requirements. Practice Specialists are able to position themselves as an authority in best practice accounting industry solutions and differentiate their business by providing accountants with specialist software sales and training support across the full spectrum of practice management, compliance and financial management solutions.

Reckon Practice Specialists focus on:

  • Specialising in a wider range of Reckon products and services, including practice management, compliance and financial management solutions
  • Providing the latest accounting best practice software and support solutions, and
  • Leveraging off the resources of Reckon, an Australian leader in accounting and financial management software.

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Key Program Benefits

Practice Specialists will benefit from extensive support, training and other resources, including:

Sales Support

  • Direct leads from Reckon for accounting firms and small business customers in your local area looking for extra assistance
  • Dedicated Business Development Manager support
  • Sales commissions on new product sales to accounting firms, plus commissions on renewals of Subscription and Advantage members
  • The opportunity to join Reckon at accounting industry events to drive promotion of your business
  • Your details listed on our website for accounting firms requiring assistance
  • Monthly teleconference between Reckon and all fellow Practice Specialists

Training

  • 3 days in-depth induction training on Reckon products, sales techniques and business building skills
  • Advanced hands-on QuickBooks product training
  • Ongoing product and sales technique training
  • Annual re-accreditation event

Resources

  • Extensive branding support and sales tools including co-branded collateral and an online sales management tool
  • Current versions of all products that you support
  • Reckon Events Guide and Marketing Guidelines
  • Access to special members-only section of the Reckon website, including a dedicated Practice Specialist forum
  • Regular e-newsletters with software tips, business information, new product information and special offers
  • Networking opportunities

Sales Tools

Practice Specialists receive a variety of sales tools that help them grow their business. These tools include:

  • An online sales management tool to manage and track sales activity and commissions
  • Introduction and sales follow-up letter templates for use in generating sales meetings and closing sales
  • Presentation template for all training and product demonstrations
  • Co-branded business shirt
  • Co-branded banner for events
  • Sales Packs that can be distributed to prospective clients, including:
    • Reckon Folders
    • Reckon Product Guides
    • Reckon Pens
    • Reckon co-branded A5 note pads
    • Reckon co-branded post-it-notes and stickers

Upon joining the program, Practice Specialists receive an initial allocation of 100 Sales Packs to help them get started. For additional co-branded merchandise, shirts or banners, orders can be placed with the allocated Business Development Manager.

Training

In addition to ongoing training and development activities, all Reckon Practice Specialists undertake a 3-day induction training course before commencing the program, which includes:

  • Introductory Product Training, including:
    • Reckon Elite practice management
    • Reckon Docs (formerly Reckon Espreon) and Reckon Shelco corporate services
    • Reckon Tools
    • Reckon Elite Desktop Super
    • QuickBooks
  • Sales Training
  • Presentation Skills
  • Event Training
  • Online Sales Management Tool

Dedicated BDM support

Reckon assigns every Practice Specialist with a Reckon Business Development Manager. The Business Development Manager will meet with the Practice Specialist regularly and provide the following services and assistance:

  • Assist with sales inquiries
  • Assist in performing product demonstrations to prospective clients
  • Organise promotional activities with the Reckon marketing team to promote your services
  • Provide assistance with sales administration activities
  • Assist in report generation and submission
  • Ensure you have the necessary collateral to sell and support Reckon products
  • Organise event participation and attendance
  • Work with you to facilitate the running of webinars and events
  • Ensure you have the required training needed to succeed as a Practice Specialist

Your responsibilities

Reckon Practice Specialists need to meet and maintain a number of key performance indicators in order to maintain Practice Specialist status, including:

Maintain Reckon Accredited Professional Partner and Reckon Elite consultant accreditation (or obtain accreditation if not currently accredited)

  • Maintain a specified volume of sales activity
  • Maintain a specified volume of training activity
  • Maintain a high standard of customer service for their clients
  • Maintain a commitment to ongoing personal development and the development of Reckon products
  • Participate in regular product and sales training provided by Reckon
  • Provide exclusive support to Reckon products (which can be progressively achieved over a 2 year period)

Detailed Key Performance Indicators are outlined in the Practice Specialist Program Application Form.

Entry requirements

If you have a strong desire to build your business and client base, the Reckon Practice Specialist Program is for you. To apply to be a Reckon Practice Specialist, you need to meet the following criteria:

Professional criteria - mandatory

  • A strong understanding of accounting practices and the accounting industry
  • Reckon Professional Partner Membership (or commit to obtaining membership upon acceptance into the Practice Specialist Program)
  • Reckon Accredited Professional Partner Membership (or commit to obtaining accreditation within 3 months of acceptance into the Practice Specialist Program)
  • Reckon Elite Accreditation (or commit to obtaining accreditation within 3 months of acceptance into the Practice Specialist Program)

Business Infrastructure criteria - highly desirable

  • Employs staff to ensure a high level of client support (or commitment to employ staff within 12 months)
  • Operates, or plans to operate within the next 6 months, from a corporate office space (not a home office)
  • Has reception and/or call centre facilities to support clients when unavailable
  • Is in a position to grow as demand for services grows
  • Has sufficient financial and personnel resources to comply with all Practice Specialist responsibilities
  • Presents a professional business image
  • Has facilities for mobile and/or remote access to email and internet
  • Maintains a corporate website

Professional Association Membership criteria - highly desirable

  • Have, or be eligible to apply for membership of
    • CPA Australia, or
    • National Institute of Accountants, or
    • Taxation Institute of Australia, or
    • Institute of Chartered Accountants of Australia as a practicing accountant.

You will need to provide evidence of your current or previous membership and experience to date.

Apply

If you would like to be considered for the Practice Specialist Program, please submit an expression of interest.

If you would like more information on the program, please contact our Professional Services Group on 1300 653 449.

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