About
We're looking for accounting practices that prepare returns and keep books for a mix of U.S. entities: C corporations, S corporations, partnerships and nonprofits. Partnership returns with complete K-1 packages are in particular demand, as are procurement records such as purchase orders.
- Location
- United States
- Company size
- 20–200 employees
- Track record
- Several filing seasons
- Kinds of companies
- CPA firms, tax preparers, outsourced bookkeepers, fund administrators
Is it a fit?
What we're looking for
- Tax returns with workpapers across several entity types
- Several filing seasons
- Client documents that can be anonymized for licensing
Not a fit
- Blank forms and templates
- Returns filed outside the United States
Who knows companies like this
Accountants, fractional CFOs and bookkeeping firm owners.
What the license covers
- Returns and workpapers
- Bookkeeping records
- Source documents
Nice to have, adds to what the company earns
- Form 1065 K-1s with supplemental statements, Box 20 detail and capital accounts
- Purchase orders, invoices and receipts
- Client ledgers and bank statements
Tools we work with
- QuickBooks
- Xero
- Sage Intacct
- CCH
- UltraTax
- Lacerte
- Drake
- Bill.com
Questions we'll ask the company
If the company can answer these, it is likely a good referral.
- Which entity types do you prepare returns for, and how many a year?
- Do you prepare partnership returns with K-1s?
- Can client documents be licensed once anonymized?
- Which tax and bookkeeping software do you use?
How referrals work
- 1
Find a fit
Pick an open request and think of a company that matches.
- 2
Refer them
Share the company and a few details about it, in about a minute.
- 3
We do the work
We scope their data, agree a license and handle the export.
- 4
You get paid
Up to $51,900 per company, after their first delivery.
On this request
Up to $51,900
- 10% of what we agree to pay the company
- Confirmed when the company signs its data license
- Paid after their first delivery