Thomas Casey

Helping fintech companies build channel strategies that large accounting firms can actually execute

25 years inside the accounting channel. Dozens of Top 500 firms.
Both languages spoken.

The Problem

The operating model of a large accounting firm quietly determines what gets adopted, deferred, or never scaled. Fintech companies and large firms speak different languages. That gap is where rollouts stall, champions go quiet, and forecasts miss.

Who This is For

Fintech companies in Series B and beyond selling into the top 500 US accounting firms. Founders, heads of sales, heads of channel, and heads of customer success who are watching forecasts miss and want to understand why.

How I Work with Tech Companies

ADOPTION AUDIT

Starting at $5,000. 2-3 weeks.

Best for: Fintech companies with a rollout already underway that is missing targets.Your rollout is behind. You need to know why. I assess where adoption is stalling and map the firm's operating model against your current approach. You get a clear picture of the structural gaps blocking progress and what to prioritize first.You receive: structural gap analysis, prioritized action list, and 60-minute debrief with your leadership team.

CHANNEL STRATEGY ASSESSMENT

Starting at $15,000. 4-6 weeks.Best for: Fintech companies preparing to launch into the top 500 firms or trying to scale an early channel motion.A comprehensive evaluation of how you sell into and deliver for large accounting firms. Contact strategy. Decision architecture mapping. Business case language. Implementation planning. You receive a strategic assessment with specific recommendations.You receive: contact strategy map, decision architecture document, business case templates, implementation roadmap, and executive presentation.

GTM PLAYBOOK

Starting at $25,000. 8-12 weeks.Best for: Fintech companies with executive commitment to large firm channel growth and the resources to execute a full playbook.A custom go-to-market playbook built for your product and your target firms. Rollout design. Onboarding frameworks. Internal champion enablement. Accountability structures. Everything you need to move from signed contract to scaled adoption.You receive: full GTM playbook, internal champion enablement materials, accountability framework, and quarterly check-ins for 6 months.

What They Say

“Thomas helped us build the persona framework and enablement materials we needed to launch our enterprise sales team targeting Top 500 accounting firms. His insights from 25 years in the channel gave our sellers the language and strategy they needed from day one. The team ramped faster because of it.”Kim Ashley, Head of Sales Enablement - Gusto

"Thomas consistently brings thoughtful insights, practical experience, and candid feedback. What stands out most is not just his expertise, but his genuine passion for the accounting profession. Thomas understands that success in this industry isn't simply about driving results. It's about building trust, respecting how firms operate, and creating strategies that align with the unique culture of the profession.”Zach Mansell, Co-Founder | VP Sales - Truss

"Thomas was a great resource as we entered the Top 500 accounting firm segment. His experience helped shape our go-to-market strategy, avoid costly assumptions, and move forward with greater confidence. We took those learnings and built a dedicated team around the segment, growing from no formal presence to a team of four in less than a year.”Ryan Embree, Director of Partnerships (AMER) - Ignition

Channel Readiness Diagnostic

Eight situations. About four minutes. See which ones are stalling your rollout.

• Take the diagnostic

Start a Conversation

If your rollout is behind, your champion has gone quiet, or your forecast depends on a firm that has not started the work, let us talk.

• Schedule a 45-minute call

Or send a note to [email protected]
with what you are working on.

What Happens Next

After you schedule a call, you receive a short intake form to complete before the conversation. We use the 45 minutes to understand your specific situation and identify where you are stalling. Within 48 hours, you receive a written follow-up with the right next step, whether that is working together or pointing you toward another resource. No high-pressure sales. No commitment until both sides agree the work is the right fit.