Our methodology
The same operating model behind every engagement.
Engaging an accounting firm shouldn’t be a gamble on how they work. TechBrot runs one consistent methodology — discovery, written fixed-fee scope, onboarding, delivery by a named ProAdvisor, CPA-ready handoff — whether the work is bookkeeping, QuickBooks cleanup, payroll, or fractional CFO. The process is the product.
The methodology, in five questions.
What are the five phases of a TechBrot engagement?
Discovery → written fixed-fee scope → onboarding → delivery → CPA-ready handoff. A free 30-minute call, a written scope within 3 business days, a named ProAdvisor with accountant-user access to your own QuickBooks file, delivery on a consistent rhythm, and year-end files delivered to your CPA.
Is the methodology the same for every service?
Yes — identical across bookkeeping, QuickBooks, payroll, sales tax, and fractional CFO. The process is the product: the same five phases and the same standards apply to every engagement, which is what makes engaging TechBrot predictable rather than a gamble.
What do I actually get from the discovery call?
An honest fit assessment and a recommended engagement direction — free, 30 minutes, no obligation. A Certified ProAdvisor surfaces the real issue (often not the one you called about) and, if TechBrot isn’t the right fit, says so and points you toward what is.
What is included at year-end?
For recurring engagements, year-end preparation and delivery of CPA-ready files to your CPA or EA is included at no extra cost. Books are kept CPA-ready throughout the year, so tax season is never a fire drill.
What does the methodology deliberately not do?
It does not include tax-return preparation or filing, IRS or state representation, audit/attestation, or legal advice — those need a licensed CPA, EA, or attorney. The methodology coordinates with them; the CPA-ready handoff exists precisely so they receive clean, complete books.
How a TechBrot engagement works.
Every TechBrot engagement follows five consistent phases. 1) Discovery — a free 30-minute call with a Certified ProAdvisor, with an honest assessment of fit. 2) Written fixed-fee scope — within 3 business days you receive exactly what will be done, by when, and for what fixed fee; no hourly billing. 3) Onboarding — a named ProAdvisor is assigned and you grant accountant-user access to your own QuickBooks file. 4) Delivery — the work happens inside your file, audit trail visible to you, on a consistent rhythm. 5) CPA-ready handoff — books stay CPA-ready throughout, with year-end files delivered to your CPA at no extra cost. The methodology is identical across bookkeeping, QuickBooks, payroll, sales tax, and fractional CFO — consistency is what makes engaging TechBrot predictable rather than a gamble.
From first contact to ongoing delivery.
Each phase has a defined output — so you always know where the engagement stands.
Discovery call
A free 30-minute call with a Certified ProAdvisor to understand your business, your current accounting situation, and what you actually need — with an honest assessment of fit. We surface the real issue, which is often not the one you called about.
Output: A clear understanding of your situation and a recommended engagement direction.
Written fixed-fee scope
Within 3 business days you receive a written scope defining exactly what will be done, by when, and for what fixed fee. No hourly billing, no ambiguity. The scope is the agreement — and the accountability standard.
Output: A written, fixed-fee scope you can accept, decline, or discuss — with no obligation.
Onboarding
On acceptance, a named Certified ProAdvisor is assigned — the person who will actually do the work. You grant accountant-user access to your own QuickBooks file; the ProAdvisor reviews it and confirms the starting position.
Output: A named ProAdvisor, secure access to your own file, and a confirmed starting baseline.
Delivery
Your ProAdvisor performs the work inside your own QuickBooks file, audit trail visible to you at all times. Recurring engagements follow a predictable monthly close; projects follow the scoped timeline with defined milestones. Same person every time — no queue, no rotation.
Output: Reconciled, categorized, accurate books — delivered on a rhythm you can rely on.
CPA-ready handoff
Books are kept CPA-ready throughout — not scrambled together at year-end. For recurring engagements, year-end preparation and delivery of files to your CPA or EA is included at no extra cost. TechBrot doesn’t file taxes; we make sure the person who does has clean, complete books.
Output: Tax-ready files and supporting schedules delivered to your CPA, on their timeline.
Predictability is the point.
The process is the product. Consistency is what makes engaging TechBrot predictable rather than a gamble.
Most small businesses have a bad accounting story — the bookkeeper who vanished, the surprise invoice, the books that turned out to be wrong at tax time, the firm that rotated them through three account managers in a year. Those failures almost always trace back to the same root cause: no defined process.
TechBrot’s methodology exists to remove that risk. A written scope means you’re never surprised by cost or deliverables. A named ProAdvisor means you’re never re-explaining your business or wondering who’s responsible. Working inside your own file means you never lose control of your data. CPA-ready books mean tax season is never a fire drill.
None of this is exotic — it’s simply what an operationally mature firm does. The difference is that TechBrot makes it explicit and applies it the same way to every engagement, every time.
The standards that run through the whole process.
Free discovery call
Every engagement opens with a 30-minute call — free, no obligation, no sales push.
Written fixed-fee scope
Within 3 business days. The scope is the agreement. No hourly billing, no creep.
Certified ProAdvisor delivery
Delivered by a Certified Intuit ProAdvisor — Intuit’s public ProAdvisor directory lists active ProAdvisors for verification.
Named-operator continuity
A named ProAdvisor owns your account end to end. No rotation, no re-explaining.
Direct file access
We work inside your own QuickBooks file. Your data, your audit trail, never a parallel system.
CPA-ready handoff
Recurring engagements include a year-end CPA handoff at no extra cost.
And what it deliberately doesn’t.
The methodology covers
Discovery and honest fit assessment. Written fixed-fee scoping. Onboarding with a named ProAdvisor. Delivery inside your own QuickBooks file. Consistent monthly rhythm or scoped project timelines. CPA-ready books and year-end handoff. The same standards across every service.
It doesn’t cover
Tax-return preparation or filing. IRS or state representation. Audit or attestation. Legal advice. These require a licensed CPA, EA, or attorney — the methodology coordinates with them, but TechBrot doesn’t perform them.
It coordinates with
Your CPA or EA for tax filing and year-end. Your tax counsel for audit defense. Sales tax counsel for state-specific positions. The handoff phase is built precisely so these professionals receive clean, complete books.
Reviewed by the TechBrot platform team.
This methodology is maintained and reviewed by the Certified QuickBooks ProAdvisor team at TechBrot Inc., a Delaware-incorporated independent ProAdvisor firm. The operating sequence is the same one applied to every engagement — direct or network — and is reviewed against the platform’s standards. It connects directly to our trust & standards and the canonical pricing behind every scope.
Where to go next.
Why trust TechBrot
Credentials, accountability, security, and independence — the four verifiable trust pillars.
The Four Trust PillarsPricing
Canonical fixed-fee ranges for every service, with written scope before any work.
Explore ServicesService catalog
Every engagement type TechBrot delivers, with scope and the decision framework.
Explore ServicesAbout TechBrot
The independent accounting platform behind the methodology — firm, thesis, and operating model.
Read about TechBrotQuestions about how we work.
What is TechBrot’s process for starting an engagement?
How long does onboarding take?
Why does TechBrot use written fixed-fee scopes instead of hourly billing?
Will I work with the same person throughout?
Does TechBrot work inside my QuickBooks file or its own system?
Is TechBrot affiliated with Intuit Inc.?
Start here
Phase one is a conversation.
Book a free 30-minute discovery call. A Certified ProAdvisor reviews your situation, gives you an honest assessment of fit, and produces a written fixed-fee scope within 3 business days.