residualGet paid for the books you've already closed.
AI companies are paying accounting firms for years of workpapers, reconciliations, review notes and client email. We check if yours qualify, introduce you to the right buyer and stay with you until you're paid.
Two minutes. No access to your systems. Nothing upfront.
What accounting firms like yours can earn.
It depends mostly on how many accountants and office staff you have, and how many years of records you keep.
Our market estimate for a US company with 8–12 years on its tools, built from three buyers' published pricing. Staff means accountants and office staff. Not an offer: the buyer sets the price after review.
Recent deals
Five years of workpapers, reconciliations, financial models and tax files.
Workpapers, client service workflows, templates and internal communications.
CAD drawings, calculations, technical reports and specs.
As published in 2026 by the firms that did each deal. The engineering firm is the closest other professional-services deal. Not independently verified. Owners aren't named.
What buyers pay for in accounting
AI has read the tax code and the standards. It has almost never seen how a firm actually closes a month or answers a client.
Workpapers and reconciliations
How a trial balance gets tied out line by line, and how the differences get found. Specialised and rare.
Lives inCCH, Caseware, Excel, shared drives
Month-end close and review notes
How a reviewer catches what a preparer missed, and how it gets cleared. This is how AI learns to check its own work.
Lives inXero, QuickBooks, Karbon, email
Client query emails
The questions clients really ask, and how the firm answers them: missing receipts, late payroll, a surprise tax bill.
Lives inOutlook or Gmail, client portals
Tax-season workflows
How hundreds of returns get organised, prepared, reviewed and filed on deadline, and what happens when a document is missing.
Lives inCCH Axcess, UltraTax, Karbon or Canopy
Your clients and team are never named.
Before anything is delivered, an independent firm swaps every name, contact detail, address and reference number for a consistent placeholder. The work stays readable. The people in it don't.
To: Ben Carter, staff accountant
Re: Review notes, Marlowe Dental Group (client 10482), FY2025
WP C-3: bank rec ties, but the $4,212 reconciling item needs support. WP F-1: depreciation on the new treatment chairs starts in March, not January; adjust and re-tie to the TB. Clear both by Friday.
To: [Staff_09], staff accountant
Re: Review notes, [Client_31] (client [CLIENT_ID]), FY2025
WP C-3: bank rec ties, but the $4,212 reconciling item needs support. WP F-1: depreciation on the new treatment chairs starts in March, not January; adjust and re-tie to the TB. Clear both by Friday.
To: Tax team, Fairbank & Co
Re: Q3 estimated tax, Holloway Joinery LLC
We had a big September, so revenue is up about $180,000 on last year. Do we need to raise the Q3 estimate? Our EIN is 79-4829157 and the payment comes from the account ending 6620. Best number is 503-555-0119.
To: Tax team, [Firm_01]
Re: Q3 estimated tax, [Client_14]
We had a big September, so revenue is up about $180,000 on last year. Do we need to raise the Q3 estimate? Our EIN is [TAX_ID_REMOVED] and the payment comes from the account ending [BANK_REMOVED]. Best number is [PHONE].
To: Tax team
Re: Extension list, S-corp returns, 11 March
Nine S-corp returns still open. Filing extensions today for Oakridge Veterinary and Lumen Studio LLC: both are still missing the fixed-asset schedule. Mark Ellison at Oakridge has promised his by Friday. The other seven are on track for 15 March.
To: Tax team
Re: Extension list, S-corp returns, [DATE]
Nine S-corp returns still open. Filing extensions today for [Client_52] and [Client_53]: both are still missing the fixed-asset schedule. [Contact_61] at [Client_52] has promised his by Friday. The other seven are on track for 15 March.
Illustrations; all names are made up. Before you sign anything, you see the method and a de-identified sample of your own records.
Nothing upfront. You only pay if a deal completes.
Our success fee is agreed privately, in writing and under a mutual NDA, before we introduce you to anyone. No deal, no fee.
Four steps. About five hours of your time.
Check if you qualify
2 minutesTalk to us
20 minutesMeet the buyer
1 callSign and get paid
8–16 weeksAccounting firms with years of decisions in writing.
- 30+ accountants and office staff (partners, managers, seniors, bookkeepers, admin), now or at your peak
- 3+ years on the same email and practice tools
- Work run in writing: workpapers, review notes, email, Teams or Slack
- Client payroll files, tax IDs and bank details can be left out
- US or UK, mostly in English
SSNs, tax IDs and bank details are always removed, and you don't need them to qualify. Operating, winding down or closed: all can qualify.
Questions owners ask us
Will our clients be named?
No. Names, emails, phone numbers, addresses and client IDs become consistent placeholders like [Client_31] before anything is delivered. Anything under a stricter confidentiality agreement can be left out, and you approve a sample of your own records first.
Are SSNs, tax IDs or bank details ever included?
No. Social Security numbers, EINs, UTRs, bank and card details are always removed or excluded. US preparers also have their own rules on tax return information, so filed returns can be left out entirely and the rest of your record can still qualify.
Does this fit our professional rules?
Rules differ by state board and professional body, so check with your own adviser before you sign. You see the scope, the de-identification method and a sample of your own records early, so they have everything they need to review.
What does it cost?
Nothing upfront. If a deal completes, you pay our success fee, agreed in writing under a mutual NDA before any introduction. No deal, no fee.