{"slug":"accounting","title":"Accounting & Tax Firm","summary":"License tax returns, workpapers and bookkeeping records across many kinds of entities.","category":"finance","company_size":"5–200 employees","location":"United States","deal_min_cents":2500000,"deal_max_cents":86500000,"referral_base_cents":7000000,"boosters":[{"id":"a61dd262-3689-4244-9e32-955bb0c0bd53","kind":"fast_signing","amount_cents":1000000,"recipients":"referrer_and_company","window_days":1,"ends_on":null}],"published_at":"2026-10-17T18:28:32.084200Z","referred_count":47,"status":"live","description":"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.","history":"Several filing seasons","industries":"CPA firms, tax preparers, outsourced bookkeepers, fund administrators","tools":["QuickBooks","Xero","Sage Intacct","CCH","UltraTax","Lacerte","Drake","Bill.com"],"requirements":["Tax returns with workpapers across several entity types","Several filing seasons","Client documents that can be anonymized for licensing"],"nice_to_have":["Form 1065 K-1s with supplemental statements, Box 20 detail and capital accounts","Purchase orders, invoices and receipts","Client ledgers and bank statements"],"included":["Returns and workpapers","Bookkeeping records","Source documents"],"not_a_fit":["Blank forms and templates","Returns filed outside the United States"],"scoping_questions":["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?"],"ideal_referrers":"Accountants, fractional CFOs and bookkeeping firm owners.","deal_note":"Depends on client count and seasons","intake_form":"general"}