The operating system for cleanup-focused bookkeepers.
From the first diagnostic through cleanup, ongoing bookkeeping, year-end close, and CPA handoff. One system, total client visibility, nothing re-entered.
The complete engagement lifecycle
Most cleanup specialists are forced to run complex engagements across a stack of disconnected tools that were never designed to work together.
The diagnostic lives in QuickBooks. The client answers are buried in email. Supporting documents sit in SharePoint. Tasks live in Asana. The CPA has part of the story. The client has another part. And somehow, you’re expected to keep all of it connected.
The problem isn’t that cleanup specialists don’t know how to do the work.
The problem is that every finding, question, decision, document, review note, scope change, and handoff gets scattered across a frankenstack of systems that don’t talk to each other. The cleanup specialist becomes the integration layer, rebuilding context every time the work changes phases.
BrokenBooks is being built so the work, the findings, and the context can move together instead of living in ten different places.
BrokenBooks replaces all of it.
Work through the file systematically. Document everything as you go.
BrokenBooks walks you through the QuickBooks file section by section. Findings are captured, severity is tagged, client questions are identified, and the downstream cleanup plan begins taking shape while you work. Nothing lives in your head. Nothing gets missed.
Your client can track what is happening without you writing a status update from scratch.
The client portal shows progress, action items, requests, reports, documents, and next steps in one place. Clients can see what is needed from them and where the engagement stands without digging through email.
The diagnostic builds the proposal. The client approves it inside the portal.
When the diagnostic is complete, BrokenBooks compiles the findings into a guided proposal experience. The client walks through what was found, what needs to happen, and what it costs. The work you already did becomes the proposal.
When the client approves the proposal, cleanup tasks are created automatically. Client questions post directly to their portal. The diagnostic becomes the cleanup.
The work does not get translated, retyped, or recreated. It moves forward. The cleanup starts exactly where the diagnostic ended.
When cleanup is complete, convert the project into ongoing bookkeeping.
Configure recurring services, manage monthly close periods, track workpapers and requests, and deliver financial packages through the same client portal. The client sees their books close every month in the same system.
Year-end compiles what the CPA needs. They mark it filed. The client sees it close.
BrokenBooks compiles the year-end package for the CPA. The CPA gets access to the compiled project, marks the return filed, and uploads the filed return. The client sees the tax return close inside the same portal they used all year.
Candice Thompson
Founder, For The Love of Bookkeepers LLC
BrokenBooks was built from real cleanup work, recurring workflow friction, and the need to carry accounting context forward instead of rebuilding it every time the engagement changes phase.
Every feature came from doing the work. Not from guessing at it.
fortheloveofbookkeepers.com →Built for cleanup-focused bookkeepers, firms, and accounting professionals.
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