Live cohort · Applications open

Selling to accountants is a different game. Learn the rules.

Most founders burn their first year selling to accounting firms like they're any other SaaS buyer. They're not. They buy on trust, on referrals, and on the word of institutions you've probably never dealt with. Six live sessions with the team that does this for a living — the same playbooks we run for clients, taught rather than done.

Where this comes from

70+

brands grown in accounting tech

Thirty years inside this channel. Live partnerships with ACCA, ICB and the Australian Bookkeepers Network, past work with ICAEW and CA ANZ, and the app-store and channel work behind brands like Ignition and FirmCheck.

Sound familiar?

Why the first year usually gets wasted

You're selling like it's normal SaaS

Free trial, self-serve, close in a week. Accountants are analytical, deadline-driven and risk-averse — they'll take three touchpoints across a year before they'll take a call.

Someone told you to "do partnerships"

Nobody said what that means when your partners are accounting firms, what you'd owe them, or why a firm would put its own client relationships behind your product.

You're waiting to be found in an app store

A listing is not a channel. Being on the Xero or QuickBooks marketplace and being found there are entirely different problems, and only one of them is solved by submitting a form.

An agency isn't in the budget yet

Fair enough — our floor is four months and five figures. That's the wrong shape when you're still proving the wedge, and it's exactly why this exists.

What you'll cover

Six modules, in the order that actually works

Sequenced deliberately. Most founders start at module five, spend six months building a partner program nobody joins, and never do the work in module one.

  1. 01

    Who buys, and who quietly blocks

    The accounting firm buying committee: the partner, the practice manager, the ops lead. Who champions you, who kills you, and which one you've been pitching by mistake.

  2. 02

    Finding the wedge

    The specific job a specific type of firm needs doing. How to find it from your existing customers' own words, and why spending on demand before you have it just buys expensive proof the message is wrong.

  3. 03

    The app marketplaces

    Xero, QuickBooks and Sage: how listings actually get discovered, what the ecosystem teams reward, and how to earn placement rather than wait for it.

  4. 04

    Professional bodies

    What ACCA, ICB, ABN, ICAEW and CA ANZ genuinely want from a vendor, what they'll never agree to, and how to approach one without wasting the only introduction you'll get.

  5. 05

    A partner program firms will join

    Tiers that mean something, margin that survives contact with a CFO, and enablement — because a firm won't recommend you until it's certain you won't embarrass them in front of their client.

  6. 06

    Your first ten partners

    Outbound into the channel when your buyer is an accountant: where they already gather, what earns a reply, and what to do in the ninety days after someone says yes.

How it runs

A live cohort, not a video library

Six live sessions, one per module

Run over six weeks. You get the thinking applied to your market and your product in the room — not a recording of it applied to somebody else's.

Ten seats, and that's the cap

Small enough that we know what every company in the room is working on, and that you can put your own situation on the table in any session. Scheduled to work across AU and UK hours.

The templates are yours to keep

Partner tier models, marketplace checklists, the scripts we use to approach a professional body, enablement assets. The same ones we use on client engagements, yours permanently.

Who it's for

  • Founders and early GTM hires at accounting SaaS companies
  • Pre-product-market-fit, or with early customers and no repeatable motion
  • Selling to accounting or bookkeeping firms, in any market
  • Doing the selling yourself, right now

Who it isn't for

  • Anyone whose buyers aren't accounting or bookkeeping firms
  • Teams with a working, repeatable channel motion — you want a retainer, not a course
  • Anyone hoping to hand it over and not do the work themselves
Who runs it

Taught by the two people who do it for a living

Not a guest lecturer reading someone else's slides. Between them they run the accounting channel across Australia, the UK and North America — and the sessions split along exactly that line.

Trent McLaren

Trent McLaren

Founder, Journey

LinkedIn

Thirty years inside accounting tech and the relationships that come with it. Trent takes the wedge, the buying committee and the partner program commercials — the parts where the answer is usually "that depends on the firm", and he can tell you which firm.

Jordan Vickery

Jordan Vickery

Global Director & Head of EMEA, Journey

LinkedIn

Jordan runs Journey across EMEA and lives in the professional-body and marketplace end of this. ACCA, ICB, ICAEW, the Xero and QuickBooks ecosystems, and what a UK firm needs before it will put its own client relationships behind your product.

Apply for a seat

Ten seats. Tell us why one should be yours.

We're running the first cohort live before recording any of it, so the group shapes what's in it and gets our full attention while we're doing it. Dates get set around the people we accept — that's why it's an application rather than a list. Tell us where you're stuck and we'll come back either way.

Price · one-off

A$4,500

One-off, ex-GST. Nothing is payable until you're offered a seat and the dates are confirmed.

This is the bit we actually read. A couple of honest sentences beats a polished paragraph.

Good questions

Crack the Channel, answered

When does it start?

No date yet, and we'd rather say so than invent one. We set them around the people we accept, including time zones — which is why it's an application rather than a list. Apply and you'll hear before it's announced anywhere else.

What will it cost?

A$4,500 one-off, ex-GST — roughly US$3,150 or £2,350. For comparison, our lightest retainer is A$3,000 a month on a four-month minimum, so this is a fraction of that commitment. The difference is what you're left holding: a retainer buys you a month of our time, this buys you the playbooks and the judgement to run them yourself, permanently.

How much time will it take?

Six live sessions over six weeks, plus whatever you choose to do between them. Sessions are scheduled to work across Australian and UK hours, and recorded so you're not sunk if you miss one.

Who runs it?

Trent McLaren and Jordan Vickery, live, between them. Trent takes the wedge, the buying committee and partner commercials; Jordan takes the professional bodies, the app marketplaces and the UK channel. Their hours on it are capped on purpose — protecting client delivery is what keeps the material worth teaching.

What if I can't make a session?

Sessions are recorded and you keep the recordings, so a clash isn't fatal. But this is a live cohort rather than a course you binge — if you can't make most of them, you'd get more out of waiting for the next one.

What if I'd rather you just did it for us?

Then you want an engagement, not a program. Build what you need on the pricing page and we'll come back with a scoped proposal. The program is for founders who aren't there yet.

Is this only relevant in Australia?

No. The channel logic holds across AU, the UK and North America, and the differences between those markets are covered explicitly — professional bodies and app ecosystems don't behave the same way in each.

Start reading now

Further along than this?

If you already have a repeatable motion and need people to run it rather than teach it, that's an engagement. Build what you need and we'll come back with a scoped proposal.