For the accountants who are tired of reinventing the wheel.

The work doesn’t stop at one stage. Neither do these resources.

Topics can span client intake and portal workflows, professional review, scope and proposals, cleanup execution, documents and communication, recurring accounting operations, year-end continuity, and CPA handoff — always with QuickBooks Online at the center of the accounting work.

Explore the core topics.

Explore how BrokenBooks’ built-in diagnostic drives the report and cleanup plan, and how that work connects to the wider client engagement.

Practitioner articles

Read the existing BrokenBooks Journal articles on accounting judgment, review depth, and the work behind the product.

• The Problem Was Never Just the Broken QuickBooks File
• Why ‘Unknown’ Had to Be a Real Review State
• Why One QuickBooks Online Review Depth Wasn’t Enough
• Why I Started Building BrokenBooks
• I’m Building Software Around Professional Judgment—Not Trying to Replace It

Bookkeeping diagnostics

See how a built-in assessment process turns the reviewer’s answers into findings, a diagnostic report and a cleanup plan, with professional review retained by the firm.

Explore Bookkeeping Diagnostic Software →

Cleanup workflow

Follow the review into approved cleanup work, generated tasks and client questions, supporting records and closeout. The firm performs and reviews the accounting; the software connects the work around it.

Explore the Bookkeeping Cleanup Workflow →

Cleanup scope and pricing

Learn why scope should follow documented findings and how a clearer understanding of the file helps a firm make informed pricing decisions.

Explore Cleanup Scope and Pricing →

Client collaboration

See how clients follow diagnostic milestones, answer the questions posted to their portal, provide supporting information and access published results, without seeing internal diagnostic reasoning.

Explore the Client Portal for Bookkeepers →

Year-end and CPA handoff

Explore what the next professional needs to understand about completed work, supporting information, and unresolved items when an engagement reaches year-end or CPA handoff.

Explore Year-End and CPA Handoff →

What the resource library will cover.

As the library grows, it will include practitioner-focused articles, guides, demonstrations, and workflow examples covering:

• Diagnostic review: understanding findings, supporting information and the cleanup work they inform.
• Bank accounts and reconciliations: investigating balances, reconciliation history, and items that need further review.
• Cleanup scope and pricing: connecting proposed work to findings and making assumptions and dependencies visible.
• Evidence and unresolved items: distinguishing supported conclusions from questions that still need answers.
• Client collaboration: requesting information, preserving responses, and helping clients understand progress.
• Cleanup execution and closeout: following the work through completion and documenting what remains.
• Recurring bookkeeping continuity: carrying relevant cleanup context into ongoing bookkeeping and monthly close.
• Year-end and CPA handoff: organizing the information needed for the next stage of the engagement.

Built around the work bookkeeping and accounting professionals do.

A structured QuickBooks Online review requires more than identifying transactions that look unusual.

Bookkeepers and accountants need to investigate, evaluate available support, ask useful questions, document their conclusions, and explain what the file needs next.

This library is being developed around those practical responsibilities, including the uncertain or complicated situations that require professional judgment.

The aim is to make the review process easier to follow, the reasoning easier to understand, and the engagement context easier to carry forward.

Follow BrokenBooks as it develops.

BrokenBooks is prelaunch. It is in use at For The Love of Bookkeepers, with client-portal testing underway, and is not yet available to other firms.

Get occasional BrokenBooks development news, feature updates, and launch announcements by email. No beta-testing obligation.

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