Most firms considering Sage Intacct Advisory want an answer to one question before they sign anything: what actually happens after we say yes? And it’s a valid question.
Joining a new partner program requires a significant time and resource commitment, and firms considering it deserve a clear and structured plan of implementation and execution.
Here’s what the process looks like in practice, from the first conversation to your inaugural client going live.
Days 1 to 30: Qualification, the Partner Agreement, and Console Access
The process starts with qualification, not paperwork. Before anything else, TydeCo works with your firm to verify that Sage Intacct Advisory actually fits your client base and your business goals.
“The first and foremost thing that we do is set expectations and make sure that there’s an understanding around it.” — Matt Lescault, CEO, TydeCo
- Client Fit Review: TydeCo works with you to identify which of your existing clients are already outgrowing QuickBooks, Xero, or Sage 50.
- Program Goals: Your goals for your firm’s participation in Sage Intacct Advisory are clearly defined before committing.
- Pricing Conversation: TydeCo walks you through Sage Intacct pricing, plus the exclusive pricing built into partner membership.
- Partner Agreement: Completing the agreement with Sage unlocks your console and the Learning Center.
- Console Access: You run your whole client base from one place, with centralized admin, role-based access, and self-serve dashboards for client teams.
Once the Sage Intacct Advisory agreement is signed, TydeCo starts scoping your first client project with you directly, so training starts happening in real-time and not in abstract.
Building Capability While Your First Project Takes Shape
Training runs in parallel with implementation and onboarding, not as a separate phase you need to complete first. Your team works through role-based courses in Sage University, building toward the Sage Intacct Accountant Specialist certification.
Winning your next few clients will depend as much on how your team approaches the shift from compliance to advisory work, as it will on the technical setup of Sage Inacct itself.
“We’re here to help enable you to understand the product and how to communicate it, how to operate within it, and how to think about it differently. We help license the product, which means we help you identify which modules are the right ones for each individual client.” — Matt Lescault, CEO, TydeCo
- Enablement, Licensing, Implementation: TydeCo’s role goes beyond software setup, helping your team understand the product and how to talk about it with clients.
- Module Fit: Your team learns which modules are appropriate for each client’s specific needs.
- Sales Enablement: Dedicated resources help your team pitch their advisory services, not just the software.
- Peer Network: TydeCo and Sage connect you with member firms already running Sage Intacct Advisory, so you can compare scoping, pricing, and implementation notes with teams a step or two ahead of where you are.
- Industry Playbooks: You also get sector-specific playbooks with established approaches for verticals like nonprofit and healthcare, so you’re not building your first industry implementation from scratch.
- Dedicated Account Manager: One contact stays with you for the full length of the partnership.
All of that groundwork, backed by a peer network that shortens the learning curve on your first few implementations, points to one moment: your first client going live.
Day 60: Your First Client Implementation Goes Live
This is your first major milestone, marking a very important point in your planning and implementation journey. TydeCo targets a 60-day timeline for your first client implementation. It is deliberately a long timeline, designed to include real-time training and provide ample time for the first significant learning curve.
“We implement on your behalf. We want you to focus on being accountants and allow us to focus on being the organization that you rely on to implement Intacct each time you have a client need.” — Matt Lescault, CEO, TydeCo
- Three-Stage Rollout: Implementation runs through design, configuration, and deployment.
- Managed Rollout: TydeCo manages the technical work while your team focuses on the client relationship.
- 60/30/15/5 Model: Every implementation after the first gets faster: 30 days for the second client, 15 for the third, and 5-day turnarounds for every implementation after that.
- AI Automation: Sage’s AI layer automates up to 90% of the manual workload on data entry, reporting, and reconciliation, so each new client starts with less manual work.
- Error Detection: GL outlier detection flags errors before they become problems, so speed doesn’t come at the cost of accuracy.
Implementation speed holds up because your team has been through the process once and knows what a well-scoped implementation requires, not because anything gets rushed. Once the first client is live, the relationship doesn’t end there.
What Carries You Past Day 90
The 90-day mark is where your firm shifts from learning the program to running it. Ongoing support keeps your firm moving ahead, instead of getting stuck re-learning the platform with every new client you onboard.
- Formal SLAs: Service level agreements cover training, module education, and sales support.
- Ongoing Community: You stay connected through business-building events, peer firms, and dedicated regional Sage contacts for Canadian firms.
- Compounding Speed: The learnings from your first implementation carry into the next one, building momentum that translates to shortened implementation cycles for each new client.
If you’re weighing whether Sage Intacct Advisory is worth the runway, the truth is that the first 60 to 90 days require real investment of your team’s time and resources, but what you receive in return is a repeatable process for onboarding mid-market clients, and not a one-off project you have to figure out again next time.
A Sage Intacct Advisory partnership is built to deliver: a defined path from qualification to your first live client, backed by a partner who’s completed more than 1,000 implementations.