Sell your accounting firm's records to AI companies

Telegraph paid a 60-person accounting firm $350K

Telegraph shows three past deals on its page. One was $350K to a 60-person accounting firm for “five years of workpapers, reconciliations, financial models, and tax-preparation files.” That is Telegraph’s example, not a price for your firm. Its estimate starts from headcount, years in business and location, and the company data estimator runs it next to micro1’s and Grepped’s.

The records that sell show how the work got done

micro1 and Miro Advisory both name reconciliations and approvals, and Miro adds close processes and invoice exceptions. In a firm, that work sits in a few places:

• Workpapers, close checklists and procedures, in documents and SOPs or Microsoft 365.
• Ledgers and invoice history in QuickBooks or Xero.
• Email threads where staff asked clients about an entry and recorded the answer.
• CRM records, for advisory firms that track engagements there.

A finished return is less useful than the trail behind it. Keep the questions, the review notes and the corrections.

Mode takes firms from 10 employees

Mode buys from accounting, finance and medical firms with 10 or more employees. For most other businesses its floor is 30. micro1 asks for 30 or more full-time employees, Scale prefers 40 or more, and Miro Advisory works with roughly 20 to 700. Telegraph’s accounting deal was with a 60-person firm.

Client files need a scope before anything moves

Client ledgers and tax files hold your clients’ information as well as yours. Telegraph says regulated, privileged or third-party information “requires additional review and may need to be excluded.” Miro Advisory says client data stays out unless the rights to it are clear. Read your engagement letters for confidentiality terms, decide which clients’ files stay out, and go through the rights checklist before the first call.