CBG Partner Terms and Conditions
Last Updated on: July 11, 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 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. CBG has also entered into third-party vendor relationships for value-add reseller opportunities. These relationships are cultivated through our large partner program to offer better prices for your customers, a better payout for you, and support. There is no need to sign up as a partner as well; we encourage you to order through us to help unlock more benefits by unlocking higher sales tiers.
2. 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.
3. 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 or any third-party vendor are not transferable, and any residual payments remain with CBG.
4. 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 paid either one-time, paid over a limited period of time, or ongoing. Payments shall not be disbursed unless the accumulated amount owed reaches a minimum threshold of five dollars ($5.00). If 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 page for more information.
5. 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 and Lightspeed Point of Sale. 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.
6. Billing and Payment. Commission and residual payments are payable on the 1st of each month. Partner payments are in arrears to allow time for review. Payments to CBG from Intuit & third-party vendors are based on each vendor’s agreement (i.e., some third-party vendor commission or residual payments may be sent to CBG monthly, quarterly, or when CBG has reached a minimum threshold which is set by such third-party vendor). Therefore, commissions and residual payments will be payable to our partners the month following CBG’s receipt of the payment. For example, all vendor payments received in the month of May will be reviewed in June, and we will pay partner share July 1st.
CBG pays all commission payments directly to CBG Partner each month through Tipalti beginning August 1, 2024. When CBG Partner sets up its Tipalti account, it’s imperative that it enters accurate banking information. There is no verification process, so if the payment bounces, Tapalti will charge a return charge fee, which will auto deduct from CBG Partner’s monthly payout.
Commissions are subject to change based on Intuit’s changes to the QuickBooks product line and when CBG is paid by Intuit. Additionally, commission and residuals are subject to change based on a third-party vendor’s changes and agreements with CBG.
7. Returns. CBG must follow Intuit’s, software developers, and third-party vendors’ 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.
8. 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. If the CBG Partner fails to use their CBG Partner landing page to start a sales conversation with a third-party vendor and CBG Partner does not report the sale to CBG, then the CBG Partner waives any compensation on the sale.
9. Requirement to Ensure Merchant Service Accounts are Processing. CBG Partner Program is designed to assist CBG Partner in maximizing its opportunity to earn residual income. In order for CBG Partner to earn the residual from the merchant service account, the CBG Partner is responsible for educating its client to ensure the account is activated and the client has been trained to use the account. If CBG Partner sells a merchant services account to its customer, but the customer is not using the connected account, CBG shall be authorized to contact the customer after sixty (60) days, and the CBG Partner waives the opportunity to earn residuals on said merchant service account.
10. 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.
11. 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.
12. 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.
13. 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.
14. 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.
15. 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.
16. 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.
17. 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.
18. Indemnification of CBG. CBG Partner agrees that CBG shall have no liability to any party or any of CBG Partner’s 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.
19. Termination. This Agreement may be terminated upon the occurrence of any of the following events:
- Without cause, by thirty (30) day notice by either party; or
- With cause, immediately upon a material breach by CBG Partner of any duty or obligation in this Agreement by either party.
- With cause, if CBG Partner works with another QuickBooks Solution Provider and joins their affiliate/partner program.
- With cause, if Partner works with another Intuit Direct Sales representative to fulfill QuickBooks product or service orders. (QBO Wholesale Billing is excluded)
- 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 CBG Partner will be paid on the final payment. After the date of termination, no further residuals or commissions will be paid to the terminated CBG Partner.