Quick answer
At Planning you record the standard of bookkeeping you agreed with the client, on a scale that spells out what each level means. When the records arrive AllDone scores what it actually received against twelve criteria and tells you precisely which ones failed. If the observed score is below the agreed rating you get the evidence, a client query, a pushback call agenda built from the job, and an Extra Work Order ready to fill in.
Why the evidence matters more than the score
The argument with a client is rarely about a number; it is about what specifically is missing. The score is backed by a per-criterion table naming the actual gaps: the bank that does not reconcile, the VAT control that does not agree, the aged listing that does not tie to the ledger, the missing statements. That is what you put in front of the client, before the work starts rather than after it.
What you can do about it
The shortfall is your call, never a block. You can proceed as the records stand, raise the gaps with the client, or price the extra work.
Raise it with the client. One consolidated query lists the failing criteria and goes onto the pushback call agenda and into a client email you review before sending.
Price it. The Extra Work Order pre-fills with the criteria that failed and the open queries. AllDone never sets a fee or an estimate; those fields are yours.
Get it fixed and re-check. When the client sends corrected records, re-upload and re-run the records check. If the score then meets the agreed rating, the query resolves itself.
Doing it before the records arrive
Half of scope creep is avoided at Planning: the records request names exactly what you need with the standing questions attached, and the Before call sets the expectation while there is still time for the client to act on it.
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