QuickBooks®

QuickBooks ProAdvisor services for small businesses

Independent ProAdvisor services in Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification.

Cleanup, catch-up, setup, plan selection, workflow advisory, migration, and operational help across QuickBooks Online, Desktop and Enterprise, including payroll — delivered by a QuickBooks ProAdvisor (Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification) against a written scope.

Or send the details instead

Where QuickBooks Desktop stands: three dates from IntuitSep 30, 2024Sep 30, 2024New Desktop subscriptions no longer soldEnterprise is the exceptionEnterprise is the exceptionMay 31, 2026May 31, 2026Desktop 2023 discontinuedDesktop 2023 discontinuedOlder versions are no longer supportedDesktop 2024Desktop 2024Continuous support, no sunset deadlineIntuit’s own wordingIntuit’s own wordingSource: Intuit’s discontinuation policy and Desktop 2024 notes, as cited on the page.
§ 01 · In brief

TechBrot QuickBooks services, summarized.

§ In brief

TechBrot QuickBooks services are fixed-fee QuickBooks ProAdvisor engagements in your own file, across QuickBooks Online, Desktop and Enterprise, with payroll set up and corrected: cleanup $1,200–$15,000+, setup $750–$5,000+, migration $2,500–$10,000+, and consulting scoped in writing. Plan selection is complimentary. You get a written fixed-fee scope within 3 business days of the first call.

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 · By the numbers
4active Intuit credentials
6ProAdvisor engagement types
4QuickBooks products supported
48hrtypical partner-match window
§ 03 · ProAdvisor certifications

Certified QuickBooks ProAdvisor credentials

TechBrot’s senior reviewer holds the Intuit QuickBooks Certification Level 2 and the QuickBooks Workforce Certification, and has also completed Intuit Bookkeeping Trained, an Intuit training program rather than a certification. Verification available on request.

Intuit QuickBooks Certification Level 2 badge (exam-based, issued by Intuit)QuickBooks Workforce Certification badge (exam-based, issued by Intuit)
Intuit QuickBooks Certification Level 2 · QuickBooks Workforce CertificationIntuit Bookkeeping Trained — Intuit training, not a certification
  • Intuit QuickBooks Certification Level 2
  • QuickBooks Workforce Certification
  • Intuit Bookkeeping Trained — Intuit training, not a certification
§ 04 · The engagements

Six ProAdvisor engagements. Pick the one that fits.

01 · Most common

File cleanup

Fix broken bank feeds, file corruption, reconciliation discrepancies, multi-user errors, version conflicts. Independent ProAdvisor repair.

For: File issues, broken integrity · 2–8 weeks · $1,200–$15,000+Explore file cleanup
02 · Foundational

Setup & onboarding

Start clean. Chart of accounts, bank and payroll integration, tax setup, workflow configuration — built right from the beginning.

For: New files, fresh starts · 1–3 weeks · $750–$5,000+Explore setup
03 · Advisory

Consulting & workflow

Workflow design, integration architecture, chart-of-accounts strategy, custom reporting, app-stack optimization.

For: Operational improvement · Project or retainer · Scoped in writingExplore consulting
04 · Decision

Which plan is right?

Independent ProAdvisor guidance on which QuickBooks product and plan tier actually fits your business.

For: Plan selection & comparison · 1 call + report · ComplimentaryCompare plans
05 · Transition

Migration

Desktop-to-Online migrations, other software-to-QuickBooks switches, data-integrity verification, post-migration reconciliation.

For: Software switches, platform moves · 2–6 weeks · $2,500–$10,000+Explore migration
06 · Reference

ProAdvisor help center

Independent ProAdvisor articles, error-code references, workflow guides, and best practices. Free reference library.

For: Self-service answers · Articles & guides · FreeExplore the help center
§ 05 · Your situation

Where are you with QuickBooks?

“I don’t trust the numbers.”

File cleanup reconciles every account and documents what changed — the next close starts from truth.QuickBooks cleanup

“We’re months behind in QuickBooks.”

Catch-up bookkeeping quantifies the backlog, fixes the fee in writing, and brings the file current and CPA-ready.Catch-up bookkeeping

“I don’t know which product I need.”

A complimentary plan-selection call sorts Online vs Desktop vs Enterprise — no upsell.Find the right plan
§ 06 · The products

Every QuickBooks product. Your TechBrot team.

QuickBooks Online

The default for most modern small businesses. Cloud-based, multi-user, integrates with hundreds of apps. Four plan tiers from Simple Start to Advanced.

Best for: Service businesses, e-commerce, consultants, small teams needing remote access. Most TechBrot bookkeeping engagements run on QuickBooks Online.

QuickBooks Desktop

Locally installed, single-user or networked. Pro, Premier, and Mac editions. Intuit is transitioning Desktop toward subscription-only and limited new sales.

Best for: Businesses with established Desktop workflows. Most are now better served by migration to Online — we scope that.

QuickBooks Enterprise

Built for businesses too large for Pro/Premier but not ready for NetSuite or Sage Intacct. Advanced inventory, advanced reporting, up to 40 users.

Best for: Manufacturing, distribution, contractors with inventory and complex reporting needs. Multi-entity support.

QuickBooks Payroll

Payroll integrated directly with QuickBooks Online or Desktop. Three tiers (Workforce Payroll, Workforce Premium, Workforce Elite, formerly Core, Premium, Elite) with federal and state tax filing and direct deposit included. See QuickBooks Payroll management for setup, multi-state, and year-end.

Best for: Businesses with W-2 employees who want payroll inside QuickBooks. We also support Gusto, Rippling, and ADP when those fit better.

§ 07 · Why independent

Independence matters in QuickBooks advisory.

01

The tier that fits

We recommend the plan tier your business needs, not a higher one. Our aim is correct advice and a long-term operating relationship.
02

Real product expertise

TechBrot’s senior reviewer holds the Intuit QuickBooks Certification Level 2 and the QuickBooks Workforce Certification. Not first-tier call-center scripts.
03

Beyond product support

Bookkeeping judgment, reconciliation rebuilds, fixing a damaged chart of accounts, balances and reconciliations, workflow design — work product support doesn’t perform.
04

Clear about alternatives

When QuickBooks isn’t the right fit, or a competitor’s payroll or app serves you better, we say so. Independence means honest recommendations.
05

One point of contact: your client advisor

Your client advisor is your point of contact. No anonymous queue: you know who’s doing the work and how to reach them.
06

Firm standards

Every engagement runs to TechBrot’s defined quality standard with review before it reaches you, so the work is consistent from month to month.
§ 08 · The operating standard

One standard, every engagement.

The recommendation is the product, not the upsell.The case for independence — TechBrot methodology
  1. STEP 1

    Written scope

    fixed fee, first
  2. STEP 2

    A senior bookkeeper

    not a queue
  3. STEP 3

    Quality review

    against a written close standard
  4. STEP 4

    Your own file

    it stays yours
§ 09 · The tool and the work

QuickBooks is the tool. Bookkeeping is the work.

§ 10 · Who performs the work

Your senior bookkeeper, with every close checked against TechBrot’s close standard.

Every TechBrot QuickBooks engagement is delivered by TechBrot, remotely, in your own QuickBooks file (active certifications: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification) and run against a defined quality standard. Your client advisor is your one point of contact. your senior bookkeeper prepares your close, with review before it reaches you, in your own file. Searching for a QuickBooks ProAdvisor near you? TechBrot is remote-first and serves businesses in every U.S. state.

QuickBooks ProAdvisor — Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification (plus Intuit Bookkeeping training)Certification
Run against a defined quality standard, with review before it reaches youStandard
Your senior bookkeeperAccountability
§ 11 · Common questions

What people ask about TechBrot QuickBooks services.

Is TechBrot the same as Intuit or QuickBooks?

No. TechBrot is a bookkeeping and advisory firm. QuickBooks, QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, and QuickBooks Payroll are registered trademarks of Intuit Inc. TechBrot provides independent expert services that complement — not replace — Intuit’s product support.

Which QuickBooks service is right for my situation?

It depends on your file’s state: file cleanup for broken or unreconciled files, setup & onboarding for new files, migration for software switches, consulting for workflow improvement, and plan selection if you’re not sure which product fits. The complimentary discovery call points you to the right engagement, in writing, before any work begins.

How do TechBrot ProAdvisor services connect to bookkeeping?

QuickBooks is the tool; bookkeeping is the work. ProAdvisor engagements get the file right — set up, cleaned up, or migrated — and the same team then runs the ongoing bookkeeping inside it: monthly close, cleanup, and catch-up. One ProAdvisor, the file and the books.

How do I get started with TechBrot QuickBooks services?

Book a free 30-minute discovery call. A QuickBooks ProAdvisor reviews your QuickBooks situation, recommends the right engagement, and delivers a written fixed-fee scope within 3 business days. If TechBrot isn’t the right fit, we’ll say so.

How is TechBrot different from Intuit product support?

Intuit product support resolves software-level issues — installation, billing, account access, basic configuration. It does not perform bookkeeping work, reconciliation rebuilds, fixes that need bookkeeping judgment, plan-selection advisory across competitive options, or ongoing operational engagements. TechBrot delivers that work independently.

Which QuickBooks version is right for my business?

It depends on your size, complexity, and how your team works. Most modern small businesses run best on cloud-based QuickBooks Online; established or industry-specific workflows sometimes still suit QuickBooks Desktop; and inventory-heavy or multi-entity operations may need Enterprise. We recommend the version that actually fits — and put it in writing before any work begins.

Can you fix my existing QuickBooks file?

Yes — repairing existing files is the most common ProAdvisor engagement. Broken bank feeds, unreconciled accounts, duplicate transactions, version conflicts, and data-integrity errors get diagnosed and rebuilt to a clean, CPA-ready state inside your own file, with the audit trail visible to you. See QuickBooks cleanup for scope and timelines, or call (877) 751-5575 to walk through what’s going wrong. Every cleanup is fixed-fee against a written scope agreed before work starts.

Do I need a ProAdvisor, or can I set up QuickBooks myself?

You can set up QuickBooks yourself, and for a simple solo business that may be all you need. A QuickBooks ProAdvisor earns its fee when the chart of accounts, bank and payroll integrations, sales-tax settings, and opening balances have to be right the first time — because correcting a misconfigured file later usually costs more than setting it up properly. See QuickBooks setup if you’d rather start on a clean foundation.

Start here

Talk to an independent ProAdvisor.

Tell us where the books stand. We’ll tell you which engagement fits, if any.

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.
CallBook a discovery call