CORGROUP Consultant Partner Program

Help Clients Build Better Business Systems

Partner with CORGROUP to introduce growing businesses to COR•REC, an expandable platform for inventory, accounting, and operational control. Strengthen your advisory services, give clients a system they can build on, and earn commission on every COR•REC product they purchase.

No software sales background required. CORGROUP supports COR•REC product demonstrations, licensing questions, and software support.

30+ Years

Business software and operational experience.

One-Time Licensing

A practical alternative to required subscriptions.

Data Ownership

Customers choose where their business data is stored.

Direct Support

COR•REC product guidance from the CORGROUP team.

The Consultant Opportunity

Add a Practical Software Recommendation to Your Advisory Work

Your clients may already rely on you to identify operational gaps, improve financial processes, organize information, or plan for growth. COR•REC gives you an expandable platform to recommend when spreadsheets, disconnected systems, or rigid software no longer fit the business.

The CORGROUP Consultant Partner Program is referral-based, but your role does not have to end with the introduction. You may continue serving the client through your own accounting, operational, technology, or business advisory services—or hire CORGROUP to provide software-related services on your behalf.

Identify the Right Fit

Recognize clients whose existing tools no longer support their operations.

Guide the Transition

Help clients evaluate processes, prepare data, and make informed implementation decisions.

Remain a Trusted Advisor

Continue supporting the client at the level that fits your expertise and practice.

Consultant helping a client evaluate COR•REC business management software
Who the Program Is For

Built for Advisors Who Help Businesses Improve

The CORGROUP Consultant Partner Program is designed for professionals who understand client operations and can recognize when a better business system is needed.

Business Consultants

Advisors who improve operations, structure, reporting, and growth planning.

Accountants & Bookkeepers

Professionals who see where accounting and daily operations are disconnected.

Fractional Leaders

Fractional CFOs, COOs, and other leaders helping clients build stronger systems.

Technology Advisors

Consultants who evaluate software, data ownership, integration, and long-term fit.

Client Readiness

Signs a Client May Be Ready for COR•REC

COR•REC is a strong consideration when a business needs greater control, better visibility, or a more expandable operational foundation.

Information is entered into more than one system.
Inventory is tracked with spreadsheets or manual logs.
Accounting is disconnected from operating activity.
The company has outgrown a rigid or limited application.
Management wants more control over where business data is stored.
The client wants to avoid another required subscription.
New workflows or reporting needs are difficult to support.
The business needs a system that can expand over time.
Why COR•REC

A Platform You Can Recommend With Confidence

COR•REC gives growing businesses a practical starting point today and a foundation they can continue building on tomorrow.

Start With What the Client Needs

Clients can begin with Inventory, Accounting, or the platform capabilities that fit their current priorities.

Expand Without Replacing the System

Additional plugins and capabilities can be added as business requirements change.

Support Data Ownership

Customers maintain greater control over their business information and storage environment.

Improve Control and Accountability

User permissions, audit trails, and operational records help clients create stronger internal controls.

Windows and macOS Options

Clients can choose a compatible desktop environment, including single-user and multi-user options.

Backed by Direct Support

CORGROUP works with partners and clients to answer questions, demonstrate COR•REC, and support evaluation.

Support Your Advisory Work

Use COR•REC as Part of a Larger Client Improvement Plan

COR•REC can support the operational recommendations you already make while creating opportunities for continued client service.

Operational Assessments

Identify gaps between accounting, inventory, purchasing, reporting, and daily workflows.

System Planning

Help clients determine what they need now and which capabilities they may add later.

Data Preparation

Assist with organizing customer, vendor, inventory, account, and transaction data before migration.

Ongoing Consulting

Continue supporting procedures, reporting, controls, training, and business growth after implementation.

The Partner Process

A Clear Path From Introduction to Commission

The process is designed to protect the partner relationship, document qualified referrals, and give clients direct COR•REC product support.

01

Become a Partner

Discuss your practice, client base, areas of expertise, program terms, and mutual fit.

02

Introduce a Qualified Client

Register or document the introduction before the client enters the CORGROUP sales process.

03

CORGROUP Supports the Sale

We provide demonstrations, answer COR•REC product questions, support licensing, and pay eligible commissions according to the partner agreement.

Partner Support

What You Receive—and What You Are Not Expected to Do

CORGROUP supports the COR•REC software conversation so you can focus on the client relationship and the services you already provide.

What Partners Receive

  • Commission on every COR•REC product purchased by an eligible referred client.
  • Product qualification guidance and direct access to the CORGROUP team.
  • Client-facing COR•REC product information, demonstrations, and licensing support.
  • Referral documentation and clear commission eligibility terms.
  • Tutorials, migration resources, and support during the client evaluation.

What Partners Are Not Expected to Do

  • You are not expected to become a software salesperson.
  • You are not expected to provide technical or product support.
  • You are not required to stop serving the client after the referral.
  • You may continue providing your own accounting, operational, technology, or advisory services.
  • You may also hire CORGROUP to provide software-related services for your client.
Frequently Asked Questions

Questions About the CORGROUP Consultant Partner Program

The CORGROUP Consultant Partner Program is designed for business consultants, accountants, bookkeepers, fractional executives, technology advisors, and other professionals who advise growing businesses.

No. CORGROUP provides COR•REC product guidance, demonstrations, licensing support, and software support. Your role is to recognize a potential fit, make the introduction, and stay involved at the level that suits your practice.

Eligible partners earn commission on every COR•REC product purchased by a qualified referred client, according to the terms of the partner agreement. Referrals should be documented before the client enters the sales process.

Yes. You may continue providing your own accounting, operational, technology, training, or advisory services. You may also hire CORGROUP to provide software-related services for the client.

Yes. CORGROUP can provide COR•REC demonstrations, answer COR•REC product and licensing questions, and support the client’s evaluation while keeping the referring partner involved.

No. There is no fee to join the CORGROUP Consultant Partner Program. The program is designed to build mutually beneficial relationships with qualified consultants, accountants, bookkeepers, and technology advisors who introduce clients that may benefit from COR•REC.

Explore the CORGROUP Consultant Partner Program

Tell us about your practice, the clients you serve, and the types of operational challenges you help solve. We’ll review fit, referral terms, commission eligibility, and next steps.

Prefer email? Share your role, the services you provide, and the types of clients you serve.