Independent bookkeeping & advisory firm · Serving clients nationwide, remotely
Seven core service tracks — monthly bookkeeping, QuickBooks® setup and cleanup, migration, payroll management, sales tax compliance, and fractional CFO. Every engagement is fixed-fee with a written scope before any work begins, delivered by your TechBrot team, with every close reviewed by a Certified QuickBooks ProAdvisor.
The TechBrot service catalog: seven engagement types — monthly, cleanup and catch-up bookkeeping, QuickBooks services (setup, cleanup, migration), payroll management, multi-state sales tax compliance and fractional CFO. Monthly bookkeeping runs $500–$2,500+/mo; a one-time bookkeeping cleanup runs $1,200–$15,000+. Every engagement is fixed-fee with a written scope before any work begins.
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.
Each track links to full scope, deliverables, cadence, and pricing detail. Or use the diagnostic below if you’re not sure which engagement fits your situation.
Recurring fixed-fee monthly close inside your QuickBooks file. Bank reconciliation, transaction categorization, monthly financial statements, year-end CPA handoff. Named-bookkeeper continuity.
$500–$2,500+/month · Recurring monthly
Best for: Clean books, ongoing close needed
Monthly BookkeepingOne-time structural fix for QuickBooks files with reconciliation issues, miscategorized transactions, chart of accounts problems, or year-end deadline pressure. Books CPA-ready at completion.
$1,200–$15,000+ · One-time, 2–8 weeks
Best for: QB files with structural problems
Cleanup BookkeepingHistorical bookkeeping for businesses months or years behind. Multi-period reconciliation, transaction categorization, tax-season readiness. Followed by an ongoing monthly engagement.
$2,000–$20,000+ · One-time, 2–10 weeks
Best for: Months or years behind
Catch-up BookkeepingSetup, cleanup, migration, and ongoing expertise across QuickBooks Online, Desktop, Enterprise, and Payroll.
From $750, by scope · One-time or recurring
Best for: Any QuickBooks engagement
QuickBooks ServicesMulti-state payroll with federal and state withholding plus local jurisdiction tax (CAGIT/COIT, RITA, PSD). Quarterly 941, year-end W-2/1099, multi-state employee handling.
$150–$800+/month · Recurring monthly
Best for: Multi-state employers
Payroll ManagementMulti-state nexus analysis, post-Wayfair compliance, exemption certificate management, filing-ready monthly records for your tax professional, and audit support. Integrated with QuickBooks bookkeeping.
$250–$1,500+/month · Recurring monthly + setup
Best for: Multi-state e-commerce, SaaS, services
Sales Tax ComplianceStrategic finance for $1M–$50M U.S. businesses. Forecasting, board reporting, fundraising support, capital-event readiness, KPI development, M&A diligence preparation. Senior-level engagement; we take on a limited number of CFO engagements at a time so each gets senior attention.
$3,500–$8,000+/month · Monthly retainer
Best for: Growth-stage businesses, capital events
Fractional CFOMost buyers don’t know exactly which service fits — they know something’s wrong. Below are the six most common situations and the engagement that fits each.
Diagnosis: Catch-up engagement. Historical bookkeeping work needed before any recurring engagement can start cleanly.
Right path: Catch-up bookkeeping engagement. Followed by monthly bookkeeping after catch-up completes.
Typical fee: $2,000–$20,000+ one-time, plus recurring monthly after.
Catch-up detailsDiagnosis: Cleanup engagement. Structural issues in QuickBooks that need one-time correction before ongoing work can begin reliably.
Right path: Cleanup bookkeeping engagement. Often followed by ongoing monthly bookkeeping for continuity.
Typical fee: $1,200–$15,000+ one-time, depending on file complexity.
Cleanup detailsDiagnosis: Monthly bookkeeping engagement. Recurring fixed-fee close inside your existing QuickBooks file.
Right path: Monthly bookkeeping engagement. Your senior bookkeeper for continuity. Year-end CPA handoff included.
Typical fee: $500–$2,500+/month recurring.
Monthly bookkeepingDiagnosis: Payroll management engagement. State or local jurisdiction tax misconfigured, multi-state employee setup, or moving from in-house payroll to a managed service.
Right path: Payroll management engagement. Multi-state, county-level tax, full quarterly and year-end coverage.
Typical fee: $150–$800+/month recurring.
Payroll managementDiagnosis: Sales tax compliance engagement. Multi-state nexus exposure, exemption certificate issues, marketplace facilitator confusion, or post-Wayfair registration backlog.
Right path: Sales tax compliance engagement. Nexus review first, then ongoing monthly compliance.
Typical fee: Nexus review from $500 + $250–$1,500+/month ongoing.
Sales tax complianceDiagnosis: Fractional CFO engagement. Growth-stage business with strategic finance needs — forecasting, board reporting, fundraising, capital-event preparation.
Right path: Fractional CFO engagement. We take on a limited number of CFO engagements at a time so each gets senior attention.
Typical fee: $3,500–$8,000+/month recurring.
Fractional CFOEvery TechBrot engagement is fixed-fee with a written scope before any work begins. No hourly billing. Specific quotes follow the free discovery call.
| Service track | Engagement type | Fee range | Cadence |
|---|---|---|---|
| Monthly Bookkeeping | Recurring fixed-fee close | $500–$2,500+/month | Monthly |
| Cleanup Bookkeeping | One-time structural fix | $1,200–$15,000+ | One-time, 2–8 weeks |
| Catch-up Bookkeeping | Historical bookkeeping | $2,000–$20,000+ | One-time, 2–10 weeks |
| QuickBooks Setup | New implementation | $750–$5,000+ | One-time, 2–4 weeks |
| QuickBooks Cleanup | QB-specific structural fix | $1,200–$15,000+ | One-time, 2–8 weeks |
| QuickBooks Migration | Desktop → Online, platform switch | $2,500–$10,000+ | One-time, 3–8 weeks |
| Payroll Management | Multi-state recurring payroll | $150–$800+/month | Monthly |
| Sales Tax Compliance | Multi-state nexus & filing-ready records | $250–$1,500+/month | Monthly + setup |
| Fractional CFO | Strategic finance | $3,500–$8,000+/month | Monthly retainer |
One operating standard, delivered by TechBrot. Every engagement is scoped to what the work requires — your location, industry, and the specific service needed.
Every engagement is prepared by a senior bookkeeper who works in your software, or by a signed specialist practice when your books need one, working remotely with the firm’s full infrastructure. National coverage, your TechBrot team.
Regardless of service track, every engagement runs to the same operating standards. The standards are the platform; the services are the application of them.
Every engagement begins with a 30-minute discovery call with a QuickBooks ProAdvisor. Free, no-obligation, no sales push. The call surfaces the right engagement structure — or confirms TechBrot isn’t the right fit.
Written scope delivered within 3 business days of the discovery call. Fixed fee. No hourly billing. No scope creep. The scope is the agreement — if work expands, scope is rewritten and re-approved.
Every close is reviewed before it reaches you.
Your client advisor is your point of contact — and performs and reviews the agreed work. No account-manager rotation. No re-explaining your business every quarter.
We work directly inside your QuickBooks file as accountant-users. Your books, your data, your audit trail. We never operate in a parallel system or require a data export.
Your year-end package for your CPA is priced in your written scope. Tax-preparation files, reconciliation summaries, and supporting schedules delivered to your CPA on their timeline.
Checked against TechBrot’s methodology.
Every engagement is fixed-fee with written scope before any work begins. No hourly billing. Monthly bookkeeping runs $500–$2,500+/month based on transaction volume and complexity. QuickBooks cleanup runs $1,200-$15,000+ based on history depth. QuickBooks setup runs $750-$5,000+ based on entity complexity. Migration runs $2,500-$10,000+ based on platform and integration scope. Payroll management runs $150-$800+/month based on employee count and multi-state complexity. Sales tax compliance runs $250-$1,500+/month based on state count. Fractional CFO runs $3,500-$8,000+/month based on engagement depth.
No. TechBrot is a bookkeeping and advisory firm — we deliver CPA-ready bookkeeping, but we do not file federal or state tax returns and we do not represent clients in front of the IRS. Tax filing and IRS representation are handled by your existing CPA or EA. If you do not have one, we can point you toward finding a licensed professional in your state. The scope split is clean and stated up front in every engagement.
It depends on what shape your books are in. If your QuickBooks file has structural issues (unreconciled accounts, miscategorized transactions, misconfigured payroll), start with a cleanup engagement. If you’re months or years behind on bookkeeping entirely, start with catch-up. If your books are clean but you need ongoing monthly close, start with monthly bookkeeping. If you’re setting up QuickBooks for the first time or restructuring, start with setup. If you’re migrating off QuickBooks Desktop or switching from another platform, start with migration. The 30-minute discovery call surfaces the right starting point — there is no wrong question and no obligation to engage.
Yes. TechBrot’s senior reviewer, a Certified QuickBooks ProAdvisor, holds the Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification. QuickBooks expertise is the platform foundation across every service track — whether the engagement is monthly bookkeeping, payroll management, sales tax compliance, or fractional CFO. We work directly inside your QuickBooks file as accountant-users; we never operate in a parallel system.
Yes. TechBrot delivers services to U.S. businesses in all 50 states. State-specific operational depth (Indiana county LIT, Ohio RITA, Pennsylvania local PSD, multi-state payroll, multi-state sales tax nexus) is part of standard delivery. See the find-an-accountant hub for state-by-state coverage.
Every engagement begins with a 30-minute discovery call. Free, no obligation. We review your business, your current accounting situation, and recommend the right engagement structure — or say ‘not the right fit’ if that’s the case. A written fixed-fee scope is delivered within three business days of the call. If you accept, the engagement begins. Onboarding for recurring engagements typically completes within two weeks; one-time project engagements have defined start and completion dates in the written scope. Your client advisor is your point of contact, and a Certified QuickBooks ProAdvisor reviews every close before it reaches you.
1 pages sit directly under this one. Listed alphabetically so nothing here depends on a card being chosen for it.
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