QuickBooks cleanup · The handoff
What you receive at the end of a QuickBooks cleanup.
A cleanup is done when you can check it, not when someone says so. Every TechBrot cleanup ends with a reconciled file in your own QuickBooks, a written summary of every correction with the before-and-after evidence, the open items that still need a decision, and statements your CPA can file from — handed over with a walkthrough.
At the end of a TechBrot QuickBooks cleanup you receive: your own QuickBooks file reconciled to the bank, card and loan statements for the periods in scope; a written summary of every correction with before-and-after evidence; the open items that need your or your CPA’s decision, documented; profit and loss, balance sheet and cash flow statements for the periods cleaned; and a handoff walkthrough. The summary is reviewed by TechBrot’s founder, a Certified QuickBooks ProAdvisor, before it reaches you.
TechBrot Inc. · independent bookkeeping and advisory firm led by a Certified QuickBooks ProAdvisor — not a CPA firm and not affiliated with Intuit Inc.
Intuit certifications
Every engagement is reviewed by a Certified QuickBooks ProAdvisor (QuickBooks Online Level 2, Payroll) — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
What a cleanup delivers, in five questions.
What do I receive at the end of a QuickBooks cleanup?
A reconciled file in your own QuickBooks, a written summary of every correction with before-and-after evidence, the open items still needing a decision, CPA-ready statements, and a handoff walkthrough.
How can I check a cleanup was really done?
Look for a zero-difference reconciliation report per account, statement balances that match the balance sheet, undeposited funds and uncategorized accounts at zero or explained, and every adjustment in the written summary.
Who reviews the summary before I get it?
TechBrot’s founder, a Certified QuickBooks ProAdvisor, reviews it against the written scope.
Where does the finished file live?
In your own QuickBooks subscription. Nothing is moved into another system, so the file and the proof stay with you.
Does my CPA get the results?
Yes — the statements and the summary go to your CPA or tax preparer, who files. TechBrot does not file returns.
A cleanup you can check, account by account.
“Cleaned up” means nothing unless it can be verified. At TechBrot a cleanup is finished when every account in scope is reconciled to its statement, every correction is written down with the evidence behind it, and anything that still needs a decision is listed rather than buried.
Everything is delivered in your own QuickBooks file. Nothing is moved into a system of ours, so the proof stays with you and your CPA after the engagement ends.
The handoff, item by item.
A reconciled file
Bank, credit-card and loan accounts reconciled to their statements for every period in scope, in your own QuickBooks file.
A written summary of corrections
Every correction listed with the before-and-after evidence: what was wrong, what was changed, and why. Reviewed by TechBrot’s founder, a Certified QuickBooks ProAdvisor, before it reaches you.
Open items, documented
Anything that needs your or your CPA’s decision — an unexplained deposit, an old receivable, a missing statement — listed with what is needed to close it.
CPA-ready statements
Profit and loss, balance sheet and cash flow statements for the periods cleaned, ready for your CPA or tax preparer to file from.
A handoff walkthrough
A call through the summary and the file, so you know what changed and how to keep it that way — or a straight line into monthly bookkeeping.
From last correction to handover.
Final review
The file and the summary are reviewed against the written scope before anything is delivered.
Delivery
The summary, the open items and the statements, alongside the reconciled file itself.
Walkthrough
A call through what changed, what remains open, and what to watch for.
CPA handoff
The statements and summary go to your CPA or tax preparer, who files.
Stay clean, if you want
Continue on monthly bookkeeping, or keep the file yourself with the summary as the map.
Five ways to check any cleanup was done.
These hold for any provider’s cleanup, not just ours.
- Each reconciled account has a reconciliation report showing a zero difference against the statement.
- The balance sheet’s bank, card and loan balances match the statements at the end of the last period in scope.
- Undeposited funds and uncategorized accounts are at zero, or the remaining amount is explained.
- Every adjusting entry is in the written summary with a reason.
- The open-items list is short, specific and has an owner for each item.
What a cleanup costs.
QuickBooks cleanup is published at $1,200–$15,000+, fixed fee against a written scope: a focused cleanup of a single issue at $1,200–$3,000 and a standard multi-issue cleanup at $3,000–$7,500. The scope lists the deliverables before work starts.
Two real engagements, written up from their clients’ verified Clutch reviews, are in the case studies.
Questions about the cleanup handoff.
Is the written summary included in every cleanup?
What if something cannot be resolved?
Do I get reconciliation reports?
How much does a cleanup cost?
Is TechBrot a CPA firm?
See it on your own file
Start with the free file review.
The free QuickBooks file review shows what the cleanup would fix; the written fixed-fee scope, within 3 business days, lists exactly what you would receive.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, a Certified QuickBooks ProAdvisor returns your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.