Discovery call · Free · 30 minutes
Book a discovery call with a client advisor.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits — and if we’re the right fit, you get a written fixed-fee scope within 3 business days. No hourly billing.
Choose a time for the call.
Your call time is booked. The confirmation email has the time and the link to change it. To talk sooner, call (877) 751-5575.
You’ll get a calendar confirmation by email. If the time stops working, reply to it and we’ll move it.
If the calendar is hard to use, call us and we’ll book the time with you. See our accessibility statement.
Prefer to write first? Send a brief. Or call (877) 751-5575. Or book a discovery call.
You contract with and pay TechBrot, Inc., a Delaware corporation, by ACH or wire. TechBrot invoices every engagement.
What the 30-minute call covers.
One conversation about your books, not a pitch. You leave knowing what the problem is and what fixing it involves.
- Where the books stand. Which accounts are reconciled and through what month, what is behind, and what your CPA, lender or buyer needs from the books.
- What is wrong, in your words. A balance sheet that does not balance, duplicate bank-feed transactions, accounts that will not reconcile, payroll or sales-tax liabilities that do not tie, a file a previous bookkeeper left half-done.
- Which engagement fits. QuickBooks cleanup, catch-up bookkeeping or monthly bookkeeping — or setup, migration or payroll when that is the real problem. Or none, when the answer is that you do not need us.
- What we would need to scope it. Usually accountant-user access to your own QuickBooks file (which you can remove at any time) or a few reports and statements.
QuickBooks cleanups start at $1,200, and monthly bookkeeping starts at $500 a month. If that is outside your budget today, start with our free bookkeeping checklists and come back when you are ready.
Bookkeeping & advisory.
The call is led by your client advisor, who scopes your engagement and stays your point of contact — not a salesperson and not a call center. A Certified QuickBooks ProAdvisor reviews every close before it reaches you. The reviewer holds the Intuit QuickBooks Certification Level 2 and the QuickBooks Workforce Certification; verification is on request.
We are not a CPA firm: we do not perform audits, reviews or compilations, and we do not prepare or file income-tax returns.
What happens after the call.
Written fixed-fee scope within 3 business days. No hourly billing.
The call
Thirty minutes, free. You describe the problem; we ask the questions that decide the scope. No sales script, and no obligation.
A look at the file, if it needs one
When the call alone cannot size the work, we ask for accountant-user access to your own QuickBooks file. You grant it from inside QuickBooks and can remove it at any time. No passwords are shared.
A written fixed-fee scope within 3 business days
What we will fix or keep, the timeline, and one fixed fee, in writing. No hourly billing. The scope binds us to the fee and the deliverables.
You decide
Nothing starts until you accept the scope in writing. If new in-scope work appears later, we re-quote in writing before any of it happens.
Rather not book a call?
Send the details
About two minutes. Tell us what is going on and a client advisor replies.
Write to usGet the free QuickBooks file review
Have the actual file looked at before anyone talks. Free, and a written fixed-fee scope follows if there is work to do.
Start the file review