The Deliverable
One report that starts the conversation
The Quote Pipeline Audit reads a client’s quote pipeline from a QuickBooks estimates export — four findings, in dollars, from data they already have.
Open-estimate value
The dollar amount sitting in estimates that never became invoices — counted, aged, and totaled.
Estimate-to-invoice conversion
How much of what the client quotes actually turns into billed work.
Estimate-to-invoice lag
The median gap between quoting the work and billing it — the number most owners have never seen.
The aging picture
Which open estimates are recent and which have quietly died — by customer and by month.
White-labeled to your practice. You send one export; the audit comes back under your brand within 72 hours — and we build the first one with you.
Who It’s For
Built for trusted advisors
Three ways in, one program. Pick the page that sounds like your practice.
Bookkeepers & ProAdvisors
You see the quoting mess at every close. The audit turns it into a billable deliverable — white-labeled to your practice, built with you, back in 72 hours.
For bookkeepers & proadvisors Fractional CFOs
Your quote-to-cash advice, with the client’s own leakage number attached. One export in, an instrument back — presented by you, under your brand.
For fractional cfos CPA firms
A packaged advisory deliverable for service-business clients — produced by your firm, under your brand. Compensation optional by design.
For cpa firms How It Works
One client, then your whole book
1
Apply
We reply within a day and book a short working session: we pick your first client together — a service business that quotes.
2
Send one export
A QuickBooks estimates export for that client. Under an hour of your time, end to end.
3
Deliver the audit
Back under your brand within 72 hours, with the conversation script and a one-page action plan template. You present it; you look like the one who found the money.
4
Repeat — and get paid
Run it across your book with the workbook. When clients subscribe to Setell to fix what the audit found, you earn a flat 50% of their first-year revenue, paid as they pay.
The Training
Two working sessions, not a course
This is training to deliver a service, not a software demo — and it stays small on purpose: twenty-five seats in the founding cohort, live over Zoom, recorded, with office hours while you run your first audits.
Session 1 — The Quote Pipeline Audit
Read a quote pipeline like a balance sheet: stalls, conversion, lag, aging — and produce the audit from a real export before the session ends.
Start self-serve in the Academy Session 2 — The Advisory Conversation
Turn findings into a client decision: present without blame, anchor on dollars, leave a one-page action plan. Three recommendations — only one of which is Setell.
Start self-serve in the Academy Both modules are open self-serve in the Partner Academy — finish them with a real client and you're on the path to Setell Certified Advisor.
The Toolkit
Everything you need to deliver
Four working artifacts — not a resource library. Yours to keep, white-label, and reuse across your book.
Client-selection one-pager
Which client to start with: a service business that quotes, ideally in QuickBooks, with an owner who trusts you.
Audit workbook
Estimates export in; stalled value, conversion, lag, and aging out. Every number traces back to the export.
White-label report template
One page of findings, one page of recommendations — your logo, your name on the work.
Conversation script + action plan
How to present findings without blame and leave the client with owned next steps.
Try the audit tool now — free, no signup
The Quote Pipeline Audit runs in your browser on a client’s QuickBooks export — the export never uploads. Launch copy, badge embeds, and usage rules live in the marketing kit.
Learning, Training & Tools
Everything that comes with the seat
The training, the credential, and the working tools — all open, all in one place. Nothing here is gated behind a sales call.
Quote Pipeline Audit
Drop a client’s QuickBooks estimates export and get the four findings in seconds — free, no signup. It computes in your browser; the client’s file never leaves your machine.
Open the tool Partner Academy
Two working modules, self-serve: produce the Quote Pipeline Audit from a real export, then turn it into a client decision. Training to deliver a service — not a software demo.
Start the modules Delivery toolkit
The reference you open before a client meeting: which of the three diagnostics to reach for and when, how to pick your first client, the minute-by-minute conversation script, and the one-page action plan you leave behind.
Open the toolkit Explaining Setell to a client
What Setell is, what it deliberately does not do, and how to say it in an owner’s language — plus the claims never to make. Every line checked against the product. Prints as a one-pager.
Read the one-pager Setell Certified Advisor
The credential and the badge you display. Issued on a delivered audit and a held client conversation — evidence, not a quiz.
See what it takes Marketing kit
Copy-paste assets: the client offer email (white-label), a LinkedIn announcement, bio and signature lines, and the badge embeds with usage rules.
Copy the assets ROI calculator
Six inputs, and what manual quoting costs a client over a year — in time, lost jobs, and margin. The instrument to hand an owner once the audit has their attention.
Run the numbers Cash-cycle scorecard
A seven-dimension self-assessment of a client’s quote-to-cash cycle — turnaround, follow-up cadence, and the rest — with a 30-day playbook.
Open the scorecard Client Benefits
What your clients get
You’re not selling software — you’re giving your clients hours back every week and helping them win more jobs.
Quotes in 30 seconds, not 30 minutes
AI reads their email requests and drafts professional quotes using their actual pricing history. If they can use email, they can use Setell.
Shorter cash cycle
Customer approves a quote, invoice lands in QuickBooks automatically. No re-entry, no delays. Cash in hand faster.
Win more jobs
The first business to quote usually wins. Your clients respond in minutes instead of days — beating competitors who are still opening spreadsheets.
Zero learning curve
Setup takes under 5 minutes. Connect Gmail, connect QuickBooks, done. No training, no onboarding calls, no implementation partner needed.
Cleaner books
Every quote ties directly to a QuickBooks invoice. No orphaned quotes, no missing revenue, no reconciliation headaches for you.
Free to start, no credit card
Your clients try it risk-free. Every account starts with 14 days of unlimited Pro, then continues on the Free plan. Most see value on the very first quote.
Compensation
Flat 50%. Paid as your client pays.
Half of everything a referred client pays Setell in their first year — monthly payouts for monthly clients, upfront when a client pays annual. No volume tiers.
Example: You refer a Pro client who pays annual upfront ($888/yr) — you earn $444 the day they pay. The same client on monthly billing earns you $594 over their first year. Launch pricing — rates subject to change.
Pay-as-paid
Commissions are paid when and how your client pays. Monthly clients = monthly payouts. Annual clients = upfront payout. We don't advance commissions and we don't pay on periods that are refunded.
Professional constraints? Compensation is optional.
Where firm policy or professional obligations restrict referral fees, choose how to handle the economics: decline entirely, pass the benefit to your client as a discount, or direct it to the firm where permitted. Attest clients are excluded from referral scope. How this works for CPA firms →
Questions
Who is this program for?
Bookkeepers, QuickBooks ProAdvisors, fractional CFOs, CPA firms, and consultants with service-business clients that quote — contractors, trades, job shops, field services. QuickBooks is the fast path; a Xero quotes export works too, and invoice-only books still audit.
What does the program cost?
Nothing. Twenty-five founding seats, no fee, no minimums.
Who builds the audit?
We build the first one with you, from your export, within 72 hours. The workbook makes the rest yours — with office hours while you get there.
Am I selling software?
No. You deliver your own report under your own brand. Setell appears as one recommendation on the final page — where the client’s numbers justify it.
How much can I earn?
A flat 50% of everything your referred client pays Setell in their first year — monthly or annual, no volume tiers. A Pro client on monthly billing earns you $49.50 every month they’re subscribed ($594 over the year); a Pro client who pays annual upfront ($888) earns you $444, paid upfront.
When do I get paid?
Pay-as-paid. If your client is on monthly billing, you get a monthly commission as long as they’re subscribed. If your client pays annual upfront, you get your full commission upfront when they pay. We don’t advance commissions — we pay when and how your client pays.
What happens if a client cancels?
Commissions stop when billing stops. For annual clients, no commission is paid on periods the client has been refunded for. This protects against fraud and keeps the program sustainable.
I’m a CPA — can I even accept compensation?
That’s your call and your firm’s. Compensation is optional by design: decline it, pass the benefit to your client as a discount, or direct it to the firm where permitted. Attest clients are excluded from referral scope. The program is built to be worth joining at zero.
Do my clients need to mention my name?
No — your unique referral link tracks everything automatically, with a 90-day window.
Apply Now
Start with one client
Twenty-five founding seats. We review every application personally and reply within 24 hours to book your first working session.