Prepare a savings-audit export your bookkeeper can review: working sheet
An export handoff checklist that preserves scenario identity, evidence references and questions for the reviewer.
No signup. Enter reference codes, add records and download a CSV. Entries stay in the browser tab. Filled fields do not establish completion, approval or compliance.
| Scenario name and period | Evidence reference | Specific review question | Assigned reviewer | Open or resolved | Documented answer |
|---|---|---|---|---|---|
| October software comparison | Written proposal reference | Is migration cost complete? | Owner and provider | Open | Awaiting quote |
- Use internal references rather than sensitive account information.
- Label estimates, actual records and unresolved questions separately.
- Keep the original scenario and later observed results distinguishable.
A bookkeeper gets a screenshot claiming projected savings. But there’s no source period, replacement quote, or explanation of which bills are missing. The number might be right. The reviewer still can’t tell what it means.
The Savings Audit gives you a CSV export and a printable record of your scenario inputs and assumptions. Use these records to start your review. They organize what you entered, but they don’t certify the figures or create financial statements.
Use with this guide
Savings Audit
Continue with Savings Audit.
bookkeeping workflow
Continue with bookkeeping workflow.
dedicated advisor workflow
Continue with dedicated advisor workflow.
Med-spa processor exports: check authorized access
Review authorized access to med-spa processor exports. Use the acceptance checklist for bookkeeping fields, payment identities and controlled storage.
Name the scenario before sharing it
Start by identifying the comparison month, purpose, and preparation date. Say whether the figures come from actual invoices, written proposals, or planning estimates. Used the tool’s fictional example? Don’t call it the shop’s actual performance.
The tool keeps the edited-example label until the example is cleared, which gives reviewers useful context. For an actual decision, start a clean scenario with business records. Keep demonstration values out of the evidence packet.
Export before reloading
The public audit runs in your browser. It doesn’t send your figures to BlueFinch, save them in browser storage, or put them in a share link. Reload the page and the scenario clears. Want to keep that comparison? Download or print the output.
That file contains business information you supplied. Save it in your business’s approved location, and share it only with the intended reviewer. Even if the calculation ran only in your browser, that does not make an exported file public, and it still needs careful handling.
Sources for this section: BlueFinch: Savings Audit methodology
Attach references rather than credentials
Put invoice references, quote dates, and the relevant accounting period in the worksheet. Keep account passwords, payment credentials, and unnecessary customer information out. The reviewer needs proof of the costs, not broad access to unrelated systems.
IRS recordkeeping guidance supports retaining documentation for income and expenses. Use approved accounting records to provide it. The bookkeeping workflow helps organize your financial information, but an audit CSV doesn’t replace source invoices or your accountant’s own reports.
Sources for this section: IRS: business recordkeeping
Make the open questions explicit
Flag replacements with no price, missing current costs, bundled items, and one-time transition expenses. If the proposed amount is blank, the audit scenario keeps the entered current cost. That does not tell you what a new provider will charge.
In a hypothetical handoff, the owner has a confirmed $100 monthly reduction on one service. But the owner still lacks a migration quote. Show the reviewer both facts. “Migration cost pending” is clearer than a first-year figure that looks final but assumes no migration cost.
Ask for a specific review
Give the bookkeeper a bounded question: Are these costs from the same period? Is this annual charge normalized correctly for the comparison? Did we count a bundled service twice? Which cash movements don’t belong in this operating-expense view?
The dedicated advisor workflow helps with product and proposal questions, but that role should remain distinct from accounting judgments. A provider should explain its terms and supported features, while the bookkeeper should assess the business's records and accounting treatment.
Use the handoff worksheet to record every requested review, its supporting reference, assigned person, and resolution. Close a question only after documenting its answer. Sending the file is a handoff. It does not show that the comparison has been approved.
The final packet should let someone else reproduce your reasoning without guessing. That makes the audit a practical decision aid, while keeping financial records, provider promises, and unresolved assumptions where they belong.
Primary sources
BlueFinch last reviewed these sources on October 23, 2026. Check the linked sources for current requirements and product details.
Use this page for general business information. It is not legal, tax, or accounting advice.