FOR ESTABLISHED BOOKKEEPING & ACCOUNTING FIRMS

Bringing your firm to Broken Books.

Already running an accounting or bookkeeping firm? Good. You shouldn’t have to rebuild the whole damn thing to change software.

You’ve already got clients. You’ve got your processes, your team (or maybe it’s just you), and probably more software subscriptions than you’d care to admit.

The last thing you need is another application that expects you to rebuild your entire business just to use it.

BrokenBooks gives your firm a built-in QBO diagnostic, with reports and cleanup plans generated from the review. Approved cleanup generates tasks and client questions, connected to the proposal, payment and the work that follows.

Whether it’s just you or an entire team.

Running a solo practice? You shouldn’t have to set up imaginary departments and assign yourself seventeen different roles just to get started.

Managing a team? You need to know who’s responsible for what, which clients they’re working with, and where things stand.

And if you’re solo today but planning to hire later, your software shouldn’t make you start over when that happens.

Broken Books is being built to accommodate both.

You’ve already got clients. Let’s start there.

Nobody wants to spend three weeks manually entering information they already have somewhere else.

The onboarding experience we’re building is intended to help established firms bring their client information, services, and existing work into one place.

For firms managing larger client lists, we’re also working toward more efficient setup options.

Because setting up 185 clients individually? Yeah, no. That’s not the goal.

Your clients shouldn’t need a treasure map.

One link to upload documents. Another to sign something. An email asking for clarification. A separate portal to check progress.

Somewhere in the middle of all that, the client is wondering what you actually need from them.

BrokenBooks connects clients to diagnostic milestones, outstanding requests and published results in their portal.

The firm manages the work behind the scenes. The client gets a clear view of their part of it.

Your workflows shouldn’t disappear when you change systems.

You’ve already put time into figuring out how your firm operates—your services, your agreements, your recurring responsibilities, your way of doing things.

The goal is to connect the work, from the built-in diagnostic through reports, proposals, payment, cleanup and CPA preparation. Ongoing bookkeeping follows the client’s configured services and cadence, with monthly and year-end close.

And when a team member joins or leaves, the firm’s work and history should stay with the firm.

Plan setup around your firm’s work.

The onboarding experience is being designed to walk firms through the essentials without burying experienced professionals in unnecessary setup.

The intended setup covers how your firm operates, client information, team responsibilities and service configuration. Your firm establishes the scope and terms before activating recurring work.

And see what’s left to do without having to maintain yet another spreadsheet.

Because that would be a pretty ridiculous way to introduce software designed to eliminate disconnected workflows.

Your entire accounting workflow. One connected place.

BrokenBooks is QuickBooks Online diagnostic and cleanup workflow software for bookkeeping and accounting firms. Follow the assessment, review the generated report and plan, and carry the engagement through cleanup, CPA preparation and ongoing work. Your firm performs and reviews the accounting; the system connects the process and the work it generates.

BrokenBooks is in prelaunch. In use at For The Love of Bookkeepers, with client-portal testing underway. Not yet available to other firms. Firm onboarding and transition capabilities are still being developed and tested; supported imports and access options will be confirmed before wider availability.

Built for the people who fix the books.

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BrokenBooks

Built for the people who fix the books. QuickBooks Online diagnostic and cleanup workflow software.

Built in-house by an accountant who got tired of waiting for someone else to build it.
A built-in diagnostic process, connected to the work that follows.