Independent bookkeeping & advisory firm · Serving clients nationwide, remotely
The rules every engagement runs on, stated so you can hold us to them: the sequence from first call to handoff, who reviews the work, where our facts come from, whose QuickBooks file the work lives in, and what happens when the scope changes.
Every TechBrot engagement runs the same way: a free 30-minute discovery call, a written fixed-fee scope within 3 business days, the work done inside your own QuickBooks file as an accountant user you can remove at any time, and books handed to your CPA ready for filing. Every close is reviewed before it reaches you.
The same sequence for bookkeeping, cleanup, catch-up, payroll, sales tax and advisory work. The detail of each phase is on our methodology page.
Free, 30 minutes. We learn what is wrong with the books and what you need, and say plainly whether TechBrot fits.
Within 3 business days: what will be done, by when, and for what fixed fee. You accept it, decline it, or ask questions — no obligation.
You add TechBrot as an accountant user on your own QuickBooks file. No export, no parallel system.
The work is done inside your file against the written scope. Every close is reviewed before it reaches you.
Books your CPA can file from. On recurring engagements, Your year-end package for your CPA is priced in your written scope.
Every close is reviewed before it reaches you.
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a senior bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A U.S.-based bookkeeper is available on request; we can share their public directory profile with you.
Every bookkeeper on TechBrot client delivery is senior: an experienced practitioner who has kept clients' books independently, never a trainee or junior preparer.
A Certified QuickBooks ProAdvisor reviews every close before it reaches you. Trust (IOLTA) reconciliations are also checked by the signed trust specialist.
Senior bookkeepers who specialize in rental portfolios and Xero, and specialist partner practices for trust accounting for law firms and CFO advisory. We bring the right one onto your engagement when your business calls for it, under the same standards and review.
Yes. One senior bookkeeper handles your closes, and your client advisor stays your point of contact. Any change is agreed with you first.
The close is documented end to end: checklist, account map, opening-balance records. If your senior bookkeeper is unavailable, your client advisor assigns another senior bookkeeper with your approval.
TechBrot, Inc. is a Delaware corporation. Your books stay in your own QuickBooks file, bank data arrives through read-only feeds, and documents go to a shared folder you own.
Yes. Every close is reviewed by a Certified QuickBooks ProAdvisor holding the Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification, both verifiable on request.
Each engagement is staffed with the credentials it requires. The credentials held today are listed by role on the team page, and each is verifiable on request.
TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 · QuickBooks Workforce Certification · Intuit Bookkeeping Trained · Client Advisory Services (CAS) Foundations. An independent bookkeeper working with TechBrot: L3 Xero Certified Specialist · Intuit Enterprise Suite Certification. Verification is available on request.
Read-only bank and card feeds connected inside your QuickBooks, plus monthly statements for reconciliation. We never hold your banking logins.
TechBrot is the firm you contract with and the firm accountable for delivery. Depending on the engagement, preparation may be handled by TechBrot or a signed specialist practice working under our standards. Every monthly close receives TechBrot’s quality review before delivery. Everyone who works on your file works under a signed agreement with TechBrot that includes confidentiality.
You always pay TechBrot, Inc. directly, by ACH or wire. TechBrot invoices every engagement. No one on our team will ask you to pay through a personal link, a gift card or cryptocurrency.
You contract with TechBrot, Inc. The engagement, the written fixed-fee scope, and the standards are TechBrot’s. Your file stays with you throughout.
You own the books. The work happens inside your own QuickBooks Online file, under your own subscription, with TechBrot added as an accountant user. Nothing is held in a proprietary platform you cannot get out of. If you leave, you keep everything, and there is no export to request — you already have it. That is a deliberate response to what happened to businesses whose provider held their ledger and then shut down.
The primary-source rule: a fact that belongs to someone else is cited from that someone’s own current page, with a date. If it can’t be traced there, it doesn’t go on the page.
Our QuickBooks help and error-code pages are written from Intuit’s own current support articles, and they give the date Intuit states on the article. Where Intuit’s article is silent — on a cause, a variant, a status code — the page says so rather than filling the gap with a guess.
State and federal figures are taken from the agency’s own page or the statute. We keep the records and schedules your tax professional files from; we do not give the filing position.
Quoted only as the firm’s own pricing page states them, with the page named and the date we read it. If a page shows no price, we say so and leave it out. See the market tables on cleanup pricing and bookkeeping pricing.
Prices are the ranges on our pricing page. Reviews are the two on Clutch — no aggregate star rating until five exist. When a page is corrected, its Updated date changes; a Reviewed date appears only where a named person reviewed dated facts, never as a build date.
Every engagement starts from a written fixed-fee scope: what will be done, by when, and for what fee. There is no hourly billing, so there is no meter running while you ask questions.
Files sometimes turn out to need more than the scope covers — an extra account, another year of history, a second entity. When that happens, we stop at the edge of the scope, tell you what we found, and re-scope it in writing. The new fee is re-quoted and re-approved in writing before the work continues. Nothing outside the agreed scope is billed without that approval, For 60 days after delivery we correct any error of ours at no charge.
Published fee ranges for every service are on the pricing page; the written scope sets your exact number within them.
QuickBooks cleanup, catch-up and ongoing bookkeeping, controller and fractional CFO advisory, QuickBooks migration, payroll and sales-tax records — each on a written fixed-fee scope.
TechBrot is not a CPA firm and does not perform audits, reviews, compilations, or income-tax filing. Financial statements we prepare are unaudited, for internal management use, and provide no assurance. Your CPA or EA files; we give them books ready to file from.
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a senior bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A U.S.-based bookkeeper is available on request; we can share their public directory profile with you.
No. The work happens inside the QuickBooks file registered to your business, on your subscription, as an accountant user you can remove at any time. There is no parallel system and no export to one.
Yes, at any time, from your own QuickBooks user settings. The books stay in your file, so ending access does not take anything away from you or your CPA.
No. Every engagement is a written fixed fee. If the work genuinely grows beyond the written scope, the change is re-quoted and re-approved in writing before it proceeds; without that approval, nothing outside the scope is billed.
From Intuit’s own current support article for that error, with the date the article states. Where Intuit’s article does not cover something, the page says so instead of guessing.
No. TechBrot is a bookkeeping and advisory firm, not a CPA firm, and does not perform audits, reviews, compilations, or income-tax filing. We keep the books and schedules your CPA or EA files from, and hand them over ready to use.