CBG Partner Terms & Conditions

CBG Partner Terms and Conditions

Last Updated on: June 1, 2024

Agreement between CBG Partner and Complete Business Group (“CBG”)

The Complete Business Partner Program Terms and Conditions sets forth the terms and conditions of the Complete Business Group Partner Program (“CBG Partner Program”). Your participation in the CBG Partner Program constitutes your agreement to all such Terms. Please read these terms carefully and keep a copy of for your reference.

  1. Program Description

CBG is an authorized QuickBooks Service Provider (“QSP”), which allows the sale of QuickBooks products and services.

The CBG Partner Program gives the CBG Partner a resource to provide their clients the opportunity to purchase various QuickBooks products and services from CBG through Intuit at the lowest price available. CBG shares commissions and residuals with Partner 50/50. Partner agrees to place QuickBooks orders with CBG and agrees not to join other QSP Partner Programs.

  1. Promise of Non-Solicitation

CBG will never solicit a CBG Partner’s customers. The only time CBG will contact CBG Partner’s client directly is when an order is placed. CBG sends detailed instructions to each customer, providing the license and login instructions for the software.

CBG cannot guarantee that Intuit will avoid sending emails to your client. CBG encourages CBG Partners to proactively educate your clients to always buy QuickBooks through you and not to go direct to Intuit because the pricing will be higher than through your Partnership discounts with CBG.

  1. Order Process

Orders are submitted by CBG Partner or client, and then CBG places the order through Intuit. CBG offers the lowest price offered as an Intuit Reseller. All orders are to be registered in the client’s name and Intuit will charge the client directly. If sales tax is applicable, it will be collected by Intuit. CBG does not allow CBG Partner to purchase a product from CBG and then mark up the product to sell to the client.

  1. Reseller of Record

All sales made with CBG are non-transferable. CBG is the reseller of record. If CBG Partner terminates the Agreement with CBG for any reason, CBG remains the reseller of record for sales processed during the partnership. Any prior sales made by CBG Partner with Intuit are not transferable to CBG.

  1. Compensation for QuickBooks Sales and Third-Party Vendor Pay-Outs

CBG shall pay CBG Partner 50% of the profit split with CBG from Intuit and/or any Third-Party Vendor that CBG is approved with when the Partner makes a sale. Commissions are one-time payments. Subscriptions that earn an ongoing residual are shared and paid monthly with active partners. Depending on the product they are either paid one-time or ongoing. Payments shall not be disbursed unless the accumulated amount owed reaches a minimum threshold of five dollars ($5.00). In the event that the specified threshold has not been met by the conclusion of the calendar year ending in December, the accumulated balance shall be reset to zero.

Refer to the CBG Partner Commission Schedule for details. Refer to Third-Party Vendors for more information.

  1. Co-Sales

Upon request, CBG Partner may request the CBG sales team to participate in a co-sale where the CBG sales team provides a pre-sales consult and/or demo. This only applies to QuickBooks Enterprise Edition or QuickBooks Online Advanced. If this results in a sale, the CBG Sales team receives 25% of the sale, CBG Partner receives 25% of the sale (CBG proceeds remain 50% as usual). If the sale results in an opportunity for residuals, the CBG Partner is eligible for 50% of the residual income (CBG receives 50% of residuals). The CBG Partner must attend all meetings with the co-sale team.  If they fail to attend, they waive any commission or residuals earned as a result of the sale. Partner must be involved in the sales process to earn commission and/or ongoing residuals.

  1. Billing and Payment

Commission and residual payments are payable on the 1st of each month. Partner payments are in arrears and do not begin until your client uses their account. Residuals on QuickBooks Payments are accrued and paid in arrears. It can take up to ninety (90) days from the date of the sale for residual payments to start, depending on when your client begins using their account. Payments from Third-Party Vendors are based on each vendor’s agreement (i.e., commission payments may be sent to CBG monthly or quarterly). Therefore, commissions will be payable from Third-Party vendors the month following CBG’s receipt of the payment.

CBG pays all commission payments directly to CBG Partner each month through Bill.com.

Commissions are subject to change based on Intuit’s changes to the QuickBooks product line and when CBG is paid by Intuit.

Returns: CBG must follow Intuit’s and software developers’ return policies with whom it has reseller relationships. If the software developer retracts CBG commissions, CBG will deduct the associated commission it has passed through to the CBG Partner. CBG Partner is responsible for reimbursing CBG for the commission paid; failure to provide this reimbursement will result in a suspension and, ultimately, dismissal from CBG Partner Program.

  1. Duty to Report Sales. If CBG Partner uses a microsite to order QuickBooks Online, instead of the CBG Partner’s landing page, the Partner must report the QBO Account Identification number to CBG in the same month the account was created using the microsite otherwise the commission will be waived.
  2. Partner Minimum Order Requirement

Partner shall process at least one (1) QuickBooks order (Software, Subscriptions, Payments, Supplies, and Payroll) per year based on the date of this Agreement to remain in “Active” status. If the Partner fails to meet the minimum sales requirement, then the Partner agreement will be terminated and no further residuals or commission will be paid. If the Partner wishes to continue its partnership with CBG then the CBG Partner will be required to submit a new partner application.

  1. Premier Partner Status

All QuickBooks orders with CBG count towards Premier Partner Level. CBG Partner qualifies for Premier Level by earning $1,000 in total commissions and/or residuals annually. Partner must maintain their sales level each year to retain Premier Partner status. Premier Partner Level offers Partner additional benefits.

  1. Elite Partner Status

All QuickBooks orders with CBG count towards Elite Partner Level. Partner qualifies for Elite Level by earning $5,000 in total commissions and/or residuals annually. Partner must maintain their sales level each year to remain an Elite Partner. Elite Partner Level offers Partner additional benefits.

  1. Relationship of the Parties

Partner shall personally perform the Services described in this Agreement as an independent contractor to CBG. This Agreement does not create any joint venture, partnership, agency, or employment relationship.

  1. Expenses

CBG Partner acknowledges under this Agreement, CBG Partner is acting solely as an independent contractor and as such, Partner agrees, unless otherwise expressly agreed to by the CBG in writing, CBG Partner shall pay all expenses incurred by it in carrying out its duties and obligations according to this Agreement, including, but not limited to, expenses relating to insurance, vehicles, fuel and maintenance, supplies, and all taxes.

  1. Taxes

CBG Partner shall report all income received under this Agreement and pay all taxes on such payments to the appropriate city, county, state, and federal tax authorities.

  1. Intuit Relationships

CBG is the one point of contact for all Intuit orders for CBG Partner. This includes QuickBooks Software, Subscriptions, Payments, and Payroll products. If you have an existing Intuit dedicated representative, be sure to notify them you are working with a QSP Partner Program, CBG.

  1. Trademark, Trade Names, and Copyrights

CBG Partner will ensure that all advertising, marketing, promotional, Web, and trade show materials conform to the Intuit QuickBooks ProAdvisor Program Member Guide for brand use.

  1. Indemnification of CBG

CBG Partner agrees that CBG shall have no liability to any party or any of Partners clients and CBG Partner shall indemnify, defend, save, and hold harmless, CBG, Intuit, its affiliates, employees, agents against any and all claims and liabilities (including reasonable attorney’s fees and costs of litigation) arising out of or relating to CBG Partners performance under this Agreement or the provision of its professional services. In no event may CBG Partner enter into any third-party agreements which would in any manner whatsoever affect the rights of or bind CBG or Intuit in any manner without the prior written consent of CBG and/or Intuit.

  1. Termination

This Agreement may be terminated upon the occurrence of any of the following events:

  1. Without cause, by sixty (60) day notice by either party; or
  2. With cause, immediately upon a material breach by CBG Partner of any duty or obligation in this Agreement by either party.
  3. With cause, if CBG Partner works with another QuickBooks Solution Provider and joins their affiliate/partner program.
  4. With cause, if Partner works with another Intuit Direct Sales representative to fulfill QuickBooks product or service orders. (QBO Wholesale Billing is excluded)
  5. With cause, if CBG Partner has no orders for twelve months and becomes inactive.

When the Agreement is terminated, CBG Partner will be paid out any commission and residuals earned prior to the end of the Agreement with CBG. Any amount outstanding to Partner will be paid on the final payment. After the date of termination, no further residuals or commissions will be paid to terminated CBG Partner.