Independent bookkeeping & advisory firm · Serving clients nationwide, remotely
Searching for “speak to an accountant”? Your CPA or EA handles tax work: returns, tax advice and IRS representation. For your books (bookkeeping, QuickBooks, reconciliation, financial statements and advisory), the call is led by your client advisor, and the work is prepared by a senior bookkeeper who works in your software, or by a signed specialist practice when your books need one. TechBrot is not a CPA firm. TechBrot does not prepare or file tax returns; we work with your CPA or EA.
You’ll be speaking to TechBrot — bookkeeping, QuickBooks, and advisory specialists, not CPAs. If your question is really a tax return, tax advice, or IRS representation, that’s licensed CPA or enrolled-agent work — we’ll tell you so plainly and help you coordinate a CPA or EA, often handing them books that are already clean and year-end-ready.
When you call, you speak to your TechBrot client advisor, not Intuit or a CPA. We do bookkeeping, cleanup, QuickBooks fixes, reconciliation, financial statements and advisory; monthly bookkeeping runs $500–$2,500+/mo. Tax advice and IRS representation are CPA or EA work. TechBrot does not prepare or file tax returns; we work with your CPA or EA.
By TechBrot
The bookkeeping that keeps your numbers clean and decision-ready — everything here is ProAdvisor work, not tax-return preparation.
The core of what we do: monthly bookkeeping with a clean close, one-time cleanup when the books have drifted, and catch-up when you’re months or years behind. This is the bookkeeping that keeps the numbers trustworthy — not tax preparation.
Setting QuickBooks up correctly, repairing a file that’s gone sideways, fixing bank feeds and duplicates, and re-running reconciliation until each month ties to the statement. Our senior reviewer holds active Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification.
Producing financial statements you can actually read — profit and loss, balance sheet, cash flow — and talking through what they mean for the business. Advisory here is operational and financial, not tax opinion or legal advice.
Keeping the sales-tax records, reconciliations and schedules your tax professional needs to file across the states where you have nexus — we do not file sales-tax returns — and handling year-end 1099 preparation for your contractors (1099s are information returns, not income-tax returns). Income-tax return preparation is CPA or EA work.
Closing the year cleanly and assembling a tidy, reconciled file so your CPA or enrolled agent can prepare the return efficiently. Clients can use us for the bookkeeping all year and a CPA only at tax time — we make that handoff painless.
If your question turns out to be a tax return, tax advice, or IRS representation, the most useful thing we can do is say so — clearly, on the first call — and help you coordinate a CPA. We don’t take work that isn’t ours to do.
Six steps, start to finish. Most calls only take the first three — and if it turns out you need a CPA, we’ll tell you on the way through.
Book the free discovery call online if you’d like a scheduled time, or call us if you’d rather talk now. Either way you reach TechBrot, and not Intuit.
Describe the business, what software you’re on, and what’s prompting the call — behind on the books, a messy QuickBooks file, reports you can’t trust, or just wanting a steady monthly close. The more candid you are, the faster we can route you.
On the call we’ll be straight about whether what you need is bookkeeping and QuickBooks work we do, or tax-return / tax-advice / IRS work that needs a CPA or EA. If it’s the latter, we say so and help you coordinate one.
If we’re the right fit, you receive a written scope with a fixed fee before any work starts — what we’ll do, what it costs, and what you’ll have at the end. No hourly billing and no surprise invoice.
When the question is “how bad is it?”, a free QuickBooks file review gives you a clear read on the state of the books before you commit to anything. It’s the lowest-pressure way to get a real answer.
There’s no obligation after the call or the review. You’ll have a clear picture of what you need, who should do it, and what it costs — then you decide whether to engage us, engage a CPA, or both.
Preparing, signing, and filing income-tax returns is licensed CPA or enrolled-agent work — TechBrot can’t do it. What we can do is hand your CPA a clean, reconciled, year-end-ready file so the return goes faster and costs less.
Questions like “how should I be taxed,” entity-structure decisions, deduction strategy, and multi-year tax planning are CPA or EA territory. We’ll tell you that plainly rather than guess — and coordinate the right professional.
Audit response, notices, back-tax negotiation, and representation before the IRS require a CPA, EA, or tax attorney. That’s not ProAdvisor work. We’ll point you to the right help and make sure the underlying books are in order to support it.
When you reach out, you’re talking to TechBrot — the firm that does the bookkeeping, QuickBooks, reconciliation, financial-statement, and advisory work; TechBrot’s senior reviewer, a Certified QuickBooks ProAdvisor, holds the Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification. We’ll listen, work out what you really need, and give you a fixed-fee written scope before any work begins. What we won’t do is pretend to be a CPA: if the call is about a tax return, tax advice, or the IRS, we’ll say so and help you coordinate a CPA or enrolled agent.
No — preparing and signing income-tax returns is licensed CPA or enrolled-agent work, and TechBrot can’t do it. What we do is keep the books clean all year and assemble a reconciled, year-end-ready file so your CPA can prepare the return efficiently. If you don’t have a CPA, we’ll help you coordinate one.
It’s a short, no-obligation conversation about your business, your software, and what you need. We confirm whether it’s ProAdvisor work we do or tax work that needs a CPA, and if we’re the right fit you get a fixed-fee written scope before any work begins — no hourly billing and no surprise invoice. Book it at our contact page or call (877) 751-5575.
If your question is specifically about QuickBooks — setup, a broken file, bank feeds, migration — the QuickBooks-expert path is the direct route. This page is for the broader “I need to speak to an accountant” need: bookkeeping, reconciliation, financial statements, advisory, and year-end. Both reach your client advisor; they just start the conversation in the right place.
The discovery call is free. Engagements are fixed-fee with a written scope: monthly bookkeeping $500–$2,500+/month, one-time bookkeeping cleanup $1,200–$15,000+ depending on how far behind the books are, and QuickBooks setup $750–$5,000+. You see the scope and the number before you decide — no hourly billing.
That’s exactly what the discovery call is for. Tell us what’s going on and we’ll route you to the right help — if it’s bookkeeping, QuickBooks, or advisory, that’s us; if it’s a tax return, tax advice, or IRS representation, that’s a CPA or EA and we’ll help you coordinate one. There’s no cost and no obligation to find out.
TechBrot keeps the books; a CPA or EA handles tax returns, tax advice, and the IRS.