LedgerPort offers a dedicated partner program for accounting firms and CPAs who manage Shopify bookkeeping for multiple clients. The program includes custom billing rates, hierarchical client management, white-glove onboarding for your entire firm, and co-marketing benefits.
Partner firms save an average of 12 or more hours per client per month on reconciliation.
What the Partner Program Includes
Hierarchical Client Management
Manage all your clients from a single LedgerPort account. You can add clients, monitor sync activity, and control configurations across your entire portfolio without logging in and out of separate accounts.
Custom Wholesale Billing
Partner firms get reduced per-client rates through a custom wholesale billing structure. Rates scale with your client volume. Billing is handled at the firm level, with the option to pass costs through to clients separately. Wholesale rates start at $15/client/mo.
White-Glove Onboarding
Every firm that joins the partner program receives a dedicated onboarding experience. The LedgerPort team will connect your clients, set up chart of accounts mappings, and ensure first syncs are fully reconciled before handing off.
Features Built for Accounting Firms
LedgerPort’s setup is designed to handle the complexity that comes with eCommerce bookkeeping:
- Fee separation: Shopify Payments, Stripe, and PayPal fees are broken out separately so your P&L stays clean.
- Gift cards and store credit liabilities: outstanding gift card balances are recorded correctly as liabilities, not revenue.
- Multi-currency support: orders in foreign currencies are handled automatically.
- Inventory and COGS tracking: cost of goods sold is synced alongside order data.
- Location-based routing: transactions can be routed to the correct QuickBooks class or location depending on the client’s structure.
- Historical data import: LedgerPort’s Time Machine feature supports importing up to 24 months of historical order data, useful for cleaning up existing books.
- Sync logs: every sync attempt is logged with a full status and error details, so you can audit exactly what moved and when.
- Dedicated partner support: partner firms get Tier 2 support access with a dedicated account manager.
How It Works
Step 1: Connect and Map Connect a client’s Shopify store and QuickBooks Online account to LedgerPort. Map their products, customers, payment gateways, and chart of accounts during the onboarding call.
Step 2: Automate Sync Turn on auto-sync and configure the sync triggers to match how the client recognizes revenue. LedgerPort handles everything from there.
Step 3: Reconcile in Minutes With syncing running automatically and fees properly separated, monthly reconciliation becomes a quick review rather than a manual process.
Partner Benefits
Revenue Share and Discounts
Choose between two billing models:
- Revenue share: earn 20% of the monthly subscription fee for every active client you refer.
- Client discount: pass a 20% discount through to your clients, plus access to wholesale billing rates.
You pick the model that fits how your firm operates.
Priority Partner Support
Partner firms get access to Tier 2 support and a dedicated account manager. If an issue comes up with a client’s sync, you have a direct line rather than going through standard support queues.
Co-Marketing and Partner Directory
Approved partner firms are listed in the LedgerPort Certified Partner Directory, which is visible to merchants looking for accounting help. LedgerPort also provides co-marketing opportunities for partners in the program.
Frequently Asked Questions
How does billing work for my clients? Billing is set up on a custom wholesale structure at the firm level. Rates scale based on how many clients you are managing, and you can choose to pass the cost through to clients or absorb it as part of your service fee.
Can I manage all my clients from one place? Yes. LedgerPort’s hierarchical management lets you oversee all client accounts from a single dashboard without switching logins.
What does white-glove onboarding include? The LedgerPort team connects each client’s store and QuickBooks account, sets up chart of accounts mappings, configures sync settings, and makes sure the first syncs are fully reconciled before the engagement is handed back to your firm.
Can I standardize chart of accounts across all my clients? Yes. LedgerPort supports a Master Template that lets you apply a standard chart of accounts configuration across multiple clients, so you are not setting up each one from scratch.
Can LedgerPort handle historical cleanup for new clients? Yes. The Time Machine feature supports importing up to 24 months of historical Shopify order data into QuickBooks, which is useful when you are taking on a client whose books need to be reconstructed.
Does LedgerPort support white-labeling? Yes. Partner firms can replace LedgerPort branding in client-facing portals and email reports, so the experience stays consistent with your firm’s brand.
If you have questions before booking a call, contact us and our team will be happy to walk you through the program.
