Pittsburgh, PA – SoftLedger, a leading provider of multi-entity accounting and real-time financial reporting, today announced its revamped accountant partner program, offering accountants choice, flexibility and a true partnership.
SoftLedger Accountant Partners become just that: a partner. Not a sales rep, not a marketer, no quotas to fill or percentages to account for. Whether the partner is an accounting firm providing core accounting, business advisory, or CFO-level services, working with a service provider that understands the needs of each partner, as well as those of their clients, makes all the difference.
SoftLedger has built the platform of choice with a partner model that is built specifically for any company with clients that have multi-entity or multi-currency pain points. SoftLedger requires no add-ons or high costs, keeping our Partner Program simple, free, and most of all, mutually beneficial.
What Partners Get
- A favorable percentage discount for clients to enjoy
- A platform that requires everyone involved to spend less time managing multiple entities.
- All customers in one place with the ability to sign into any partner accounts
Bonus – Partners get the ability to play an integral role in the platform’s development and future, as they become honorary members of the development Partner Advisory Board.
Partner Levels
- Alliance Partner: A contract-based partnership where partners purchase and bundle SoftLedger with their own services.
- Direct purchase and bundling
- Volume pricing available
- White-label options
- Channel Partner: A referral partnership with percentage-based commission structure for successful client transitions.
- Referral commission structure
- Sales support provided
- Marketing materials included
“SoftLedger was founded based on my personal frustrations as an accountant using legacy general ledger software. For more than a decade we’ve been building with a sole focus — providing better software for accountants,” Ben Taylor, CEO & Co-Founder.
What’s more is all Accountant Partners receive a high level of expert support, that includes full sandbox access, comprehensive training, as well as an individual point of contact.
Some of SoftLedger’s existing Partner Program members include: Ark Financial, Baldwin Advisory and Digital Ascension Group. Joining them is easy. Just complete this form to connect directly with SoftLedger.
How Budgeto Can Help SoftLedger Clients (Optional Section)
Budgeto enhances financial planning through its intuitive budgeting and forecasting tools. Some of the benefits include:
- Automated Budget Creation: Generate accurate budgets in minutes, improving efficiency and decision-making.
- Scenario Analysis: Compare best-case, worst-case, and projected financial scenarios to prepare for market uncertainties.
- Seamless Integration: Connect Budgeto with SoftLedger for real-time financial data synchronization, ensuring up-to-date reports.
- Collaborative Financial Planning: Work with CFOs, accountants, and stakeholders to align financial strategies and drive business growth.
By integrating Budgeto with SoftLedger, businesses can improve financial oversight, make data-driven decisions, and position themselves for long-term success.
Budgeting is more than just tracking income and expenses—it is a proactive strategy that empowers businesses to make informed decisions, mitigate risks, and drive sustainable growth. Companies that prioritize budgeting gain a competitive advantage by improving cash flow management, optimizing resources, and building financial resilience in an ever-changing market.
With research showing that structured financial planning increases profitability, reduces unexpected costs, and strengthens investor confidence, the case for effective budgeting is clear. Whether navigating economic fluctuations, preparing for expansion, or ensuring long-term stability, businesses that adopt strong budgeting practices position themselves for success. By leveraging the right budgeting tools and trategies, organizations can turn financial planning from a challenge into a powerful driver of growth and efficiency.
References
CFO Magazine. (2023). How rolling forecasts improve business resilience. Retrieved from
https://www.cfo.com/rolling-forecasts
Deloitte. (2024). The importance of financial planning in uncertain markets. Deloitte Insights.
Retrieved from https://www2.deloitte.com/us/en/insights
Forbes. (2023). Investor perspectives on financial planning and budgeting. Retrieved from
https://www.forbes.com/investing
Harvard Business Review. (2023). The role of budgeting in business sustainability. Retrieved
from https://hbr.org/budgeting-in-business
Harvard Business School. (2023). How budgeting strategies impact business growth. Retrieved from https://online.hbs.edu/blog/post/importance-of-budgeting-in-business
Houston, M. (2024, January 24). Why budgeting is essential for small businesses. Forbes. Retrieved from https://www.forbes.com/sites/melissahouston
McKinsey & Co. (2023). Strategic financial planning: Aligning budgets with business goals. Retrieved from https://www.mckinsey.com/business-budgeting
Sage Business Insights. (2024). How budget tracking reduces financial risks. Retrieved from
https://www.sage.com/business-insights
U.S. Bank. (2022). Small business financial challenges and the role of budgeting. Retrieved
from https://www.usbank.com/small-business
CASE STUDY
Automating Multi-Entity Financial Reporting
G-20 saved time and cut reporting delays by integrating approval workflows with their financial platform—reducing manual errors and streamlining multi-entity reporting.
CFO’s Guide to Modern Multi-Entity Accounting
A practical guide to consolidating faster, staying compliant, and gaining control with a streamlined multi-entity accounting platform.
