Bookkeeping & advisory

Accounting and bookkeeping for small businesses

Bookkeeping, built on QuickBooks® expertise.

Bookkeeping, QuickBooks management, payroll, sales tax compliance, and fractional CFO — the bookkeeping layer that keeps U.S. small and mid-sized businesses running clean. Fixed-fee engagements delivered by your TechBrot team, with every close reviewed by a Certified QuickBooks ProAdvisor.

Fixed-fee, written scope · All 50 states

Or send the details instead

§ 01 · In one paragraph

TechBrot’s bookkeeping practice, summarized.

§ In one paragraph

TechBrot delivers the bookkeeping layer for U.S. small and mid-sized businesses: monthly, cleanup and catch-up bookkeeping, QuickBooks setup and migration, payroll, multi-state sales tax and fractional CFO. Monthly bookkeeping runs $500–$2,500+/mo; every engagement is fixed-fee with a written scope before any work begins. Your CPA or EA handles tax filing and IRS representation.

Intuit QuickBooks Certification Level 2 badge (exam-based, issued by Intuit)QuickBooks Workforce Certification badge (exam-based, issued by Intuit)

Certifications · Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.

§ 02 · What we deliver

The bookkeeping layer.

Six engagement areas, each fixed-fee with a written scope. Canonical price ranges shown; your exact fee follows the free discovery call.

Area 01

Bookkeeping

Monthly, cleanup, and catch-up bookkeeping. Bank reconciliation, transaction categorization, monthly financial statements, CPA-ready year-end handoff.

$500–$2,500+/mo; projects from $1,200 · Recurring + one-time

Bookkeeping
Area 02

QuickBooks Services

Setup, cleanup, migration, and ongoing expertise across QuickBooks Online, Desktop, Enterprise, and Payroll.

From $750, by scope · One-time or recurring

QuickBooks services
Area 03

Payroll Management

Multi-state payroll with state and local jurisdiction tax. Quarterly 941, year-end W-2/1099, multi-state employee handling.

$150–$800+/mo · Recurring monthly

Payroll management
Area 04

Sales Tax Compliance

Multi-state nexus, post-Wayfair compliance, exemption certificates, filing-ready monthly records for your tax professional, audit support. QuickBooks-integrated.

$250–$1,500+/mo · Recurring + setup

Sales tax compliance
Area 05

Fractional CFO

Strategic finance for $1M–$50M businesses. Forecasting, board reporting, fundraising support, capital-event readiness.

$3,500–$8,000+/mo · Monthly

Fractional CFO
Area 06

Full Service Catalog

All seven engagement types with the decision framework, pricing-at-a-glance, and engagement standards in one view.

All service tracks · Choosing your engagement

Service catalog
§ 03 · The distinction

Bookkeeping, accounting, and where TechBrot fits.

Bookkeeping is the operational recording and organizing of financial transactions — categorizing expenses, reconciling bank and credit accounts, producing monthly financial statements, managing accounts payable and receivable. It’s the foundation everything else is built on.

Accounting is the broader discipline: bookkeeping plus financial analysis, reporting, tax preparation, audit, and strategy. Some accounting functions require licensure — tax filing and IRS representation require a CPA or EA.

TechBrot delivers the bookkeeping layer: bookkeeping, QuickBooks management, payroll, and sales tax compliance, plus fractional CFO strategy for growth-stage businesses. We produce CPA-ready books and coordinate directly with your CPA for tax filing and audit. The clean split: TechBrot keeps the books right; your CPA files from them. Most businesses need both. For the owner’s-eye view of how this fits a growing company, see our guide to small business accounting.

§ 04 · How the work is delivered

Direct service, in your own file.

Prepared by TechBrot or a signed practice.

Every engagement is delivered by TechBrot — remotely, in your own QuickBooks file, with the firm’s infrastructure behind every engagement.

  • All 50 states served
  • Certified in Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification
  • Multi-state payroll & sales tax depth
  • Remote, secure encrypted access
  • Your TechBrot team
  • Fixed-fee written scopes
§ 05 · The standard

What separates the practice.

  1. 01

    QuickBooks ProAdvisor depth

    Current the Intuit QuickBooks Certification Level 2 and the QuickBooks Workforce Certification; Intuit Bookkeeping Trained is Intuit training, not a certification.

  2. 02

    Fixed-fee, written scope

    Every engagement scoped and priced in writing before work begins. No hourly billing. No scope creep. No surprise invoices.

  3. 03

    CPA-ready, always

    Books delivered CPA-ready. Year-end handoff to your tax professional included in recurring engagements, with exceptions identified before handoff.

  4. 04

    The scope

    We deliver bookkeeping and coordinate with your CPA for tax. We say what we don’t do as clearly as what we do.

§ 06 · The scope

What we do and don’t do.

We do

Bookkeeping (monthly, cleanup, catch-up). QuickBooks setup, cleanup, migration. Payroll management. Multi-state sales tax compliance. Fractional CFO. CPA-ready year-end handoff. State and local jurisdiction tax operational configuration.

We don’t

File federal or state tax returns. Represent clients before the IRS or state agencies. Provide Intuit’s software-level technical support. Operate as a marketplace listing every accountant.

We coordinate with

Your existing CPA or EA for tax filings. Your tax counsel for audit defense. Sales tax counsel for state-specific tax-position work. We refer to licensed practitioners when scope requires it.

§ 07 · Common questions

Common questions.

What’s the difference between bookkeeping and accounting?

Bookkeeping is the operational recording of transactions — categorizing, reconciling, monthly statements. Accounting is the broader discipline including bookkeeping plus analysis, reporting, tax preparation, and strategy. TechBrot delivers the operational layer (bookkeeping, QuickBooks, payroll, sales tax) plus fractional CFO strategy; your CPA handles tax filing.

Does TechBrot replace my accountant or CPA?

No. TechBrot delivers bookkeeping and CPA-ready books; your CPA or EA handles tax filing, audit, and IRS representation. Most businesses use both. We coordinate with your CPA directly, and refer you to one if you don’t have one.

How much do TechBrot’s bookkeeping and advisory services cost?

Fixed-fee, no hourly billing. Monthly bookkeeping $500–$2,500+/mo; bookkeeping cleanup $1,200–$15,000+; catch-up $2,000–$20,000+; QuickBooks setup $750–$5,000+; migration $2,500–$10,000+; payroll $150–$800+/mo; sales tax $250–$1,500+/mo; fractional CFO $3,500–$8,000+/mo. The discovery call is free.

Do you work inside my existing QuickBooks file?

Yes. TechBrot works as an authorized accountant-user inside your own QuickBooks file — your data stays yours, the audit trail is visible to you, and access is revocable at any time. No forced migration to proprietary software, no parallel system.

What size businesses does TechBrot work with?

U.S. small and mid-sized businesses. Bookkeeping, QuickBooks, payroll, and sales tax engagements suit owner-operated businesses through established mid-market firms; fractional CFO is scoped for roughly $1M–$50M businesses.

Do I need an accountant if I already have a bookkeeper?

Often yes — they do different jobs. A bookkeeper records and reconciles transactions; accounting adds analysis, reporting, and getting the books ready for tax. Many owners keep both: solid bookkeeping for the day-to-day, plus advisory for the bigger picture. TechBrot delivers both the operational books and fractional-CFO-level advisory, then coordinates with your CPA for filing.

When should I hire an accountant for my business?

When the bookkeeping starts eating your time, when you can’t tell which parts of the business actually make money, or when growth, payroll, financing, or multi-state sales tax adds complexity a spreadsheet can’t track. A simple test: if money decisions feel like guesses, you’re past due. TechBrot can start with monthly bookkeeping or a cleanup and add advisory as the business grows.

How do I get started with TechBrot, and how long does it take?

Start with a free 30-minute discovery call — call (877) 751-5575 or book online. We map your current books, scope the work, and send a written fixed-fee quote, usually within 3 business days; once you approve it we get authorized-user access to your QuickBooks file and begin. Recurring monthly bookkeeping starts at $500/mo.

Start here

Get your books right.

Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.

Or send the details insteadWe reply within one business day. Written fixed-fee scope within 3 business days of your call. No hourly billing.
What happens after you call
  1. 01We talk for up to 30 minutes.You tell us where the books stand; we ask the questions that decide the scope. No charge.
  2. 02We look at the file if we need to.You add us as an accountant user in your own QuickBooks file, and you can remove us at any time. If the file cannot be priced without working inside it, we say so and propose the paid diagnostic, whose fee is credited in full against the cleanup.
  3. 03You get a fixed fee in writing.What we will fix, what you will receive and one fixed fee. Nothing starts until you accept it.
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