About
The TechBrot team
Every client gets a dedicated TechBrot team, and every close is reviewed by a Certified QuickBooks ProAdvisor before it reaches you. Each role below is part of how your books are kept.
Your TechBrot team.
Every client gets a dedicated team: a client advisor who scopes your engagement and stays your point of contact, a senior bookkeeper matched to your industry and software who handles your setup and every monthly close, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you.
A Certified QuickBooks ProAdvisor reviews every close before it reaches you. Trust (IOLTA) reconciliations are also checked by the signed trust specialist.
Who does what on your books.
Client Advisor
Answers your calls and inquiries, scopes your engagement, onboards you, takes the first payment and stays your point of contact.
Serves: Every engagement
Senior Bookkeeper · QuickBooks & Xero
Setup, catch-up and every monthly close, in QuickBooks or Xero.
Serves: Monthly and catch-up bookkeeping, Xero files, trucking and restaurants
- L3 Xero Certified Specialist
- Intuit Enterprise Suite Certification
Senior Bookkeeper · Rental Portfolios & General Bookkeeping
Setup, catch-up and every monthly close for rental portfolios and general bookkeeping.
Serves: Rental property portfolios and general bookkeeping
Specialist Partner Practice · Law-Firm Trust Accounting (IOLTA)
Trust ledgers, three-way trust reconciliation and matter-level trust records for law firms.
Serves: Law firms
Senior Reviewer · Certified QuickBooks ProAdvisor
Reviews every close against TechBrot’s written close standard before it reaches you.
Serves: Every engagement
- Intuit QuickBooks Certification Level 2
- QuickBooks Workforce Certification
- Intuit Bookkeeping Trained
- Client Advisory Services (CAS) Foundations
Specialist Partner Practice · Fractional CFO
CFO-level advisory on the engagements that call for it: forecasts, cash planning and board-ready reporting.
Serves: Businesses that need CFO-level finance
Specialists when your books need them.
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.
One firm. One contract. Your books never leave TechBrot.
Everything is done in-house at TechBrot or by a specialist partner practice under TechBrot’s contract, standards and review. Your file is never handed off outside TechBrot. Everyone who works on your file works under TechBrot’s process and review, and under a signed agreement with TechBrot that includes confidentiality. Each holds the credentials the work requires.
Every engagement is staffed by people with the credentials it requires: Certified QuickBooks ProAdvisors, Xero Certified Specialists, trust-accounting specialists for law firms, and CFO-level advisors for finance work.
Credentials are listed by role above, and every one is verifiable on request. Trust & standards · How we work
Your TechBrot team
Talk to a client advisor.
A client advisor scopes your engagement and stays your point of contact. Written fixed-fee scope before any work starts.
If we miss you, we return your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.