Export record sets
Transactions, customers, projects, invoices, receipts, tax payments, and workspace data can be prepared for review.
Advisor handoff
Advisor-ready bookkeeping exports for small businesses
When the books are organized, advisor handoff becomes a review instead of a scavenger hunt.
LedgerLumen includes workspace exports and advisor-ready downloads for transactions, invoices, receipts, customers, projects, tax payment records, and raw workspace data.
At a glance
The goal is not to replace your advisor. The goal is to give them clearer records, fewer missing-proof surprises, and better context.
Preserve proof context
Receipt proof and missing documentation status stay visible before files leave the workspace.
Share intentionally
Role-based workspace access helps owners involve bookkeepers, tax preparers, and staff without sharing everything.
Show the known gaps
Advisor handoff works better when the cover note includes missing receipt proof, uncategorized rows, unpaid invoices, and owner questions before files are reviewed.
Keep ownership clear
Workspace exports help owners keep control of their records instead of locking cleanup context inside one vendor or email thread.
Buyer questions
Practical answers before you switch workflows.
What does an advisor handoff include?
The current handoff model centers on transactions, invoice records, receipt records and proof status, tax payment records, customer and project context, reports, raw workspace data, and owner cleanup notes.
Is it a direct QuickBooks or tax-software integration?
No. The current focus is cleaner exportable context and review files, not direct filing or a guaranteed import into a specific advisor platform.
Can a CPA or bookkeeper see the workspace?
Workspace roles support owner, admin, bookkeeper, CPA or tax preparer, and staff access so outside help can be invited intentionally.
Does the export replace professional review?
No. Exports organize records and gaps so the advisor review starts from clearer context. They do not replace tax, legal, accounting, or bookkeeping advice.
Trust and fit
Built for the owner who still has to answer the money questions.
- Workspace roles include owner, admin, bookkeeper, CPA or tax preparer, and staff
- Exports can be encrypted before download
- LedgerLumen does not file taxes or provide tax advice
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