Referral Screening Worksheet for Accounting and Bookkeeping Firms

Are you a CFO, an accounting network member, or a professional in the bookkeeping sector looking for new revenue streams for your network? SourceX offers a referral program that enables you to earn rewards by connecting us with eligible US companies. This worksheet is designed to help you quickly assess whether an accounting or bookkeeping firm in your network might be a good fit for SourceX's data licensing platform.

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We are interested in connecting with US companies that hold valuable data rights and are prepared to license that data to AI labs and data buyers.

Why Refer Accounting and Bookkeeping Firms?

Accounting and bookkeeping firms often manage extensive, high-quality, structured data relevant to various business operations and financial analytics. This data, when properly licensed and anonymized (where appropriate), can be incredibly valuable to AI labs and data buyers seeking to train and validate their models. By referring firms that fit our profile, you can earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, up to $100,000 per company.

Referral Screening Worksheet

Use this checklist to evaluate potential referrals within the accounting and bookkeeping industry. For a company to be a strong candidate, they should meet all or most of the criteria below.

Company Eligibility Checklist

• US-based Company: Is the company headquartered and operating primarily in the United States?
• Established Operations: Does the company have a history of successful operation, indicating years of operating records?
• Employee Count: Has the company reached 50 or more full-time employees at its peak? (Note: This excludes contractors.)
• Data Licensing Rights: Does the company clearly own or have the explicit legal right to license the data it collects or processes? This is crucial for any potential data licensing agreement.
• Authorized Sponsor: Is there an identifiable individual within the company (e.g., a CEO, CFO, General Counsel, or Head of Data Strategy) who is authorized and willing to explore data licensing opportunities and act as a sponsor for the initiative?

Data Relevance Considerations (Optional but helpful)

• Types of Data: Does the firm handle substantial volumes of structured financial, transactional, or operational data?
• Data Quality: Is the data accurate, well-organized, and consistently updated?
• Data Volume: Does the company possess a significant volume of historical or ongoing data that could be of interest to AI labs and data buyers?

How Rewards Work

Your reward is a share of SourceX's fee and is never deducted from what the company receives. Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment. Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. Anyone can join our program from any supported country, though licensed professionals should check their own rules on referral fees.

Next Steps

If you've identified an accounting or bookkeeping firm that fits this profile, we encourage you to make a referral. Your introduction could lead to significant opportunities for both the referred company and your network.

Refer a company · How rewards work