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.

Create workspace

LedgerLumen advisor export screen showing selected tax records, invoices, receipts, projects, and cleanup checklist files

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.

Export record sets

Transactions, customers, projects, invoices, receipts, tax payments, and workspace data can be prepared for review.

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.

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