Customers
Client-specific process documentation — how Profit Builders runs the close, reporting, and recurring services for each engagement.
This section holds client-specific process documentation: how Profit Builders actually runs the close, the reporting, and the recurring services for a named engagement.
It is deliberately separate from the rest of the Internal KB:
| Section | What it answers |
|---|---|
| SOPs | What the firm requires, for every client. |
| How-To Guides | How to operate a system — which buttons to click. |
| Customers | How this client's engagement is run: their entities, systems, workpapers, calendar, and people. |
Pages in this section contain client financial detail, account numbers, loan identifiers, and named client contacts. They are for internal PBI staff only and must not be shared outside the firm or copied to a client-facing site.
Engagements
What belongs on a client page
Add a client section when the engagement has process detail that is specific to that client and would be wrong to generalize into a firm-wide SOP — a bespoke workpaper set, a client-specific close calendar, named client contacts, or a reporting package built for their org structure.
Keep firm-wide method in the SOP library and link to it, rather than restating it per client. A client page should say what is different here, not repeat what the firm already documents once.
Structure to follow
Each client section follows the same shape, so a preparer moving between engagements knows where to look:
The entities, systems, scope, and a map of everything else in the section. This is the page a new team member reads first.
Who owns what on both sides, and who to contact when a number doesn't tie.
The cadence — what happens on which workday, and what gates what.
One page per workpaper category, each listing the GL accounts, purpose, steps, and source files.
How the preparer's work gets reviewed, account by account.
Step-by-step system walkthroughs specific to the client, with screenshots.
Report inventories, GL mappings, distribution lists, and other lookup material.