Prepare the CPA handoff from the work already done.

Carry the cleanup into year-end.

The report and cleanup plan start with the diagnostic. As your firm performs and reviews the work, the supporting records and unresolved items stay with the engagement for year closeout and CPA preparation.

Multi-year cleanup needs a clear handoff for each year.

When a cleanup covers several years, each year has its own work, findings, decisions, and questions.

Your firm needs to explain each year clearly while retaining the connections across the broader cleanup.

BrokenBooks structures the handoff around those yearly projects so the work stays organized by year and connected to its source.

Compile the handoff from the work already documented.

The accounting story develops throughout the cleanup.

Diagnostic answers generate the report and cleanup plan. Approved cleanup generates tasks and client questions. As the firm carries out and reviews the work, supporting records, client responses and outstanding items become part of the engagement’s history.

CPA packet preparation brings that context together for the firm to review before sharing the handoff.

The information gathered during cleanup becomes the foundation of the handoff.

Prepare a summary with supporting context.

The firm’s preparation view connects the yearly project with its supporting work and outstanding items.

Your firm can review the relevant context while preparing the handoff, including:

• The diagnostic report.
• Documented findings and supporting evidence.
• Client questions and answers.
• The reviewer’s determinations.
• Completed cleanup work.
• Unresolved items that still need attention.

Recipient access and complete packet delivery are still being validated. Preparing a packet does not mean it has been delivered to or accepted by the CPA.

Keep client explanations and accounting determinations distinct.

A useful handoff makes clear what the client reported and what the bookkeeper concluded.

BrokenBooks preserves client questions and responses alongside the review context while keeping the professional determination distinct.

The firm can prepare a clear explanation of the reviewed conclusions and remaining uncertainty without exposing its proprietary diagnostic methodology.

Keep each year connected to its source.

For a cleanup spanning multiple years, the CPA handoff is organized around the yearly projects completed within the engagement.

Within the firm’s workflow, the yearly project retains the supporting context used to prepare its handoff.

That gives your team a way to revisit a particular year while keeping it connected to the broader engagement.

Make outstanding items visible.

A handoff should explain both what was completed and what remains open.

Unanswered questions, missing support, and matters requiring further professional review need to remain visible so the CPA can understand the limits of the completed work.

The packet is designed to carry that unresolved context forward alongside the completed cleanup.

Carry the accounting story into the next phase.

Whether the engagement involves one year or several, the objective is continuity.

Carry the diagnostic and cleanup context into CPA preparation, then continue into ongoing bookkeeping, monthly close and year-end close. The firm reviews what is ready to share and what still needs attention.

See How the BrokenBooks Engagement Stays Connected →

Built for bookkeeping and accounting firms managing review, cleanup, and handoff work.

Prelaunch. In use at For The Love of Bookkeepers, with client-portal testing underway. Not yet available to other firms. CPA packet preparation is part of the connected workflow; external delivery and recipient access remain under validation.

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Built by Candice Thompson, founder of For The Love of Bookkeepers LLC