For bookkeepers, practices, CPAs, EAs and attorneys
Work with TechBrot: three paths, one form.
TechBrot keeps every client relationship and assigns each engagement to a named bookkeeper, controller or advisor; every close is reviewed before it reaches the client, and nobody reviews their own work. Choose the path that fits your practice and apply with the form below.
Three ways to work with TechBrot: Bench bookkeeper, partner practice (Tier 1) and referral partner, with one form for all three. TechBrot, Inc. keeps every client relationship and all QuickBooks access. TechBrot does not file taxes; CPAs and EAs are referral partners.
Published by TechBrot.
Working with TechBrot, in five questions.
Who can work with TechBrot?
Three paths: Bench bookkeeper, partner practice (Tier 1) and referral partner (CPA, EA or attorney). For experienced U.S.-based contract bookkeepers, listed in Intuit’s Find-a-ProAdvisor directory, who want client work without having to sell it.
What does TechBrot provide?
TechBrot provides matched clients as they come, the systems, templates and close checklists, a review of every close, and your name on every close note.
How does client work run?
TechBrot keeps every client relationship and assigns each engagement to a named bookkeeper, controller or advisor; every close is reviewed before it reaches the client, and nobody reviews their own work.
What does joining take?
Apply with the form on this page and choose Bench bookkeeper. Joining the bench takes a verified listing in Intuit’s Find-a-ProAdvisor directory, a W-9 with a U.S. address, and a paid practical test on fictional data scored against a written rubric; a new bench bookkeeper’s first closes run under enhanced review.
How do I apply?
With the one form on this page: choose your path, your credentials, the state you work from and your capacity. We reply within one business day.
Three ways to work with TechBrot.
Bench bookkeeper
For experienced U.S.-based contract bookkeepers, listed in Intuit’s Find-a-ProAdvisor directory, who want client work without having to sell it.
Partner practice (Tier 1)
Partner practices are established bookkeeping firms that work as TechBrot delivery partners. A Tier 1 partner may also review closes.
Referral partner (CPA, EA or attorney)
CPAs and EAs handle tax for TechBrot’s clients, because TechBrot does not file taxes; attorneys are referred where a client needs one.
Entry requirement: Every bench bookkeeper and partner is U.S.-based.
Bench bookkeeper.
For experienced U.S.-based contract bookkeepers, listed in Intuit’s Find-a-ProAdvisor directory, who want client work without having to sell it. We’re adding bench bookkeepers now.
What TechBrot provides
TechBrot provides matched clients as they come, the systems, templates and close checklists, a review of every close, and your name on every close note.
What we expect
TechBrot holds the client relationship and all QuickBooks access. You work only through TechBrot’s QuickBooks Online Accountant access, under written confidentiality and non-solicit terms, from the United States.
Clients get your role, experience and credentials or licenses in writing before they sign, and your name and an introduction call once they sign and pay; TechBrot keeps the relationship, the pricing and all QuickBooks access.
How to apply
Apply with the form on this page and choose Bench bookkeeper. Joining the bench takes a verified listing in Intuit’s Find-a-ProAdvisor directory, a W-9 with a U.S. address, and a paid practical test on fictional data scored against a written rubric; a new bench bookkeeper’s first closes run under enhanced review.
Partner practice (Tier 1).
Partner practices are established bookkeeping firms that work as TechBrot delivery partners. A Tier 1 partner may also review closes.
Partner practices appear here by name, state, credentials and specialties once they are listed.
From the bench to partner practice
A bench bookkeeper can earn partner-practice status: a run of clean reviewed closes, no material review miss in a quarter, and positive client feedback.
Referral partner.
CPAs and EAs handle tax for TechBrot’s clients, because TechBrot does not file taxes; attorneys are referred where a client needs one. TechBrot does not file taxes; CPAs and EAs are referral partners.
CPA, EA and attorney credentials are verified with their issuer before any referral — the state board of accountancy for a CPA license, the IRS for an EA, the state bar for an attorney.
How client work runs.
Clients read the model in these words:
Each engagement is assigned by TechBrot to a named bookkeeper, controller or advisor — TechBrot’s founder, a member of TechBrot’s in-house staff, a TechBrot delivery partner, or an experienced U.S.-based contract bookkeeper from TechBrot’s bench. Before you sign, you receive their role, experience and credentials or licenses in writing. Their name and an introduction call follow once you sign and pay; if your cleanup or catch-up starts with TechBrot’s paid diagnostic, after the findings report. If they aren’t the right fit after that call, TechBrot assigns another.
Every close is reviewed before it reaches you by TechBrot’s founder, a member of TechBrot’s founding team or a Tier 1 partner. Every close note shows who prepared and who reviewed it, with dates. Nobody reviews their own work.
- TechBrot, Inc. keeps every client relationship and all QuickBooks access.
- Bench work runs only through TechBrot’s QuickBooks Online Accountant access, under written confidentiality and non-solicit terms. No bench work is offshored.
- Every close you prepare is reviewed by TechBrot’s founder, a member of TechBrot’s founding team or a Tier 1 partner against a written checklist before it reaches the client, and your name appears on the close note as the preparer. Nobody reviews their own work.
- You are the primary admin of your own QuickBooks file and can see every user and the audit log.
Apply to work with TechBrot.
A few minutes, one form for all three paths. We reply within one business day, with an honest answer either way. Questions first? Read the work-with-TechBrot FAQ.
What bookkeepers, practices, CPAs and EAs ask before applying.
Is this a job?
Do I need to be a QuickBooks ProAdvisor?
Who reviews my work?
Will I deal with the client directly?
Can I keep my own clients?
How and when am I paid?
Can CPAs and EAs work with TechBrot?
How does a firm become a partner practice?
I run a CPA firm and want to hand work off. Is this the right page?
Apply
Tell us about your practice.
One form for all three paths. We reply within one business day, with an honest answer either way.