01 / RECONCILIATION
From unexplained difference to resolution
A preparer traces a bank reconciliation difference to a duplicated import. A reviewer checks the correction, and the team records how the issue was resolved.
For accounting firms
Years of accounting work.
Value beyond
the final numbers.
Reconciliations, month-end reviews, tax preparation handoffs, and client-service workflows create years of operating history. Explore whether your firm’s past work could qualify for paid AI data licensing through Mode.
Explore eligibility directly with Mode. No record upload here.
The value in how work happensIllustrative example
RECONCILIATION / WORKFLOW 014Resolved ✓
01
A reconciliation difference appearsThe ledger total does not match the bank statement.
02
The preparer traces the entryA duplicated transaction is found in the import.
03
The reviewer checks the correctionThe adjustment and supporting note are reviewed.
04
The close checklist is completedThe team records the resolution for the next close.
↗For partners, practice managers, and operations leaders
↗Explore potential revenue from documented firm workflows
↗See what your firm may be eligible for with Mode
Work you recognize
The work behind
the final numbers.
The finished accounts tell only part of the story. Review notes, reconciliations, and internal handoffs can show how a team resolves questions and reaches a reviewed result. These fictional examples illustrate a conversation to have with Mode.
02 / MONTH-END CLOSE
From missing support to sign-off
A team member flags an expense without supporting documentation. The engagement team obtains the missing support, resolves the review note, and updates the close checklist.
03 / TAX PREPARATION
From open question to reviewed work
A preparer flags an incomplete client questionnaire. The team tracks the clarification, updates its working notes, and routes the completed work for review.
Illustrative work examples, not a request to share client accounts or tax records. Confidentiality, consent, ownership, and restrictions need review before any records are included in an agreed scope.
A clear starting point
Explore the opportunity.
Review the fit.
Start with the operating work your practice already documents. Mode can review the opportunity with you and explain eligibility, any offer, and the proposed terms.
Explore your next step ↗- 01
Identify the systems your practice uses
Think about practice management, email, document reviews, close checklists, bookkeeping, and timekeeping. No records are uploaded here.
- 02
Explore eligibility directly with Mode
Tell Mode about your firm and its operating history. Its team determines eligibility and any offer.
- 03
Review a proposed scope for your practice
Discuss systems, dates, exclusions, client confidentiality, tax information, third-party terms, and approval authority.
- 04
Decide after reviewing the agreement
Review the proposed rights, handling process, permitted uses, and payment terms before approving any export.
Explore the opportunity
What could your practice
be eligible for?
Your team’s reconciliations, review processes, and operating history are a starting point for a conversation. Visit Mode’s official site to see what your firm may be eligible for.
Whatever your team size, Mode is the place to find out what you may be eligible for.
- Explore your organization’s opportunity
- No contact details or documents required
- Buyer review determines acceptance and any offer
Mode confirms eligibility and any offer. Read Mode’s current criteria ↗
Explore your next stepFirms & nonprofits
Opens the buyer’s official website. This does not send your answers or submit an application.
Before you decide
Your practice.
Your questions.
What kinds of accounting work do these examples represent?
Reconciliations, month-end close checklists, review notes, tax preparation handoffs, and practice operations can create a history of how a team resolves questions. The examples are fictional and do not establish that a particular record is suitable for licensing.
Would this involve confidential client or tax information?
Workplace records may contain restricted information. Review client confidentiality, consent, ownership, applicable duties, and exclusions before approving any scope. Discuss suitable operating records and handling requirements directly with Mode.
Can our practice management or bookkeeping systems be considered?
Tell Mode which systems your firm uses and what operating history is available. Its team can explain the evaluation process and assess a proposed scope; no particular system or record is guaranteed to qualify.
How do we check eligibility?
Whatever your team size or operating history, continue to Mode’s official site to see what your firm may be eligible for. FirmSignal does not approve or reject applicants.
What could our practice receive?
Any offer depends on Mode’s evaluation and agreed written terms. FirmSignal does not issue offers or guarantee a payment.
What is FirmSignal’s role?
FirmSignal is an independent educational and referral service developed by Repeak Media. We do not buy records or represent Mode. We may earn a referral fee if your firm completes a qualifying transaction through our link.
Explore another possibility
for your firm’s past work.
Understand the fit. Review the scope. Decide with context.