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Free file review · Certified ProAdvisor

Get your QuickBooks file reviewed — free, by a Certified ProAdvisor.

A diagnostic-only look at the actual file by a Certified ProAdvisor. Plain-English findings, optional written fixed-fee scope within 3 business days. No obligation, no pitch.

Get the free file review
The short version

Submit your QuickBooks file for a free Certified ProAdvisor review. We open the file, run a structured diagnostic across six areas — reconciliation, uncategorized and duplicate transactions, Undeposited Funds and Opening Balance Equity, A/R-A/P aging, payroll and sales-tax liability accounts, and file health — and tell you in plain English what we found and what it would take to fix. If you want it fixed, you get a written fixed-fee scope within 3 business days — from a cleanup to a catch-up to ongoing monthly bookkeeping, depending on what the file actually needs. No obligation. A review is diagnostic, not the fix — complex multi-entity or multi-year files may need a paid deep diagnostic, and we’ll tell you that before anything costs money. The rest of our QuickBooks work picks up after the diagnostic.

§What we check

Six places a QuickBooks file goes wrong.

The structured diagnostic the reviewing ProAdvisor runs against your file. None of it touches your books — it’s a read, not a change.

  • Reconciliation status, per account Every bank, credit-card, loan, and equity account either ties to source or it doesn’t. We check the last reconciled date, the unreconciled balance, and whether the file is reconciling cleanly month-over-month or drifting.
  • Uncategorized and duplicate transactions Buildup hiding behind a clean-looking P&L. We pull the Uncategorized Income / Expense / Asset accounts, sweep the bank-rule duplicates, and quantify the noise so you know whether it’s minutes of cleanup or weeks.
  • Undeposited Funds and Opening Balance Equity buildup The two accounts that quietly carry years of error in most QuickBooks files. We read their balances, age the entries, and tell you whether you’re looking at a workflow fix or a real cleanup.
  • A/R-A/P aging integrity Is the aging report real, or is it polluted with stale invoices, applied-credits never cleared, and vendor bills paid outside the file? We sample the aged buckets and tell you what’s actually collectible or owed.
  • Payroll and sales-tax liability accounts The accounts most often wrong and most often missed at year-end — payroll liabilities, sales-tax payable, and the related reconciliation to the filed returns. We confirm whether the liability ledger ties out to the agency-filed numbers.
  • File and version health File size and condense status, multi-user state, integration drift (Shopify, Stripe, banking, payroll), list integrity (chart of accounts, items, customers/vendors), and version/edition fit. The fundamentals that turn into expensive surprises when ignored.
§What you’re getting

Free. Certified. Verified.

Free

Diagnostic by a Certified ProAdvisor — not a sales call

4×

QuickBooks ProAdvisor certifications — Online, Desktop, Enterprise & Payroll

3 days

Written fixed-fee scope after the review, if you want it fixed

1 day

Response within one business day

They took something that felt overwhelming to me as a first-year business owner and made it simple.

The work: reviewed and corrected QuickBooks records — reconciling transactions and organizing the chart of accounts.

The outcome: books went from disorganized to fully reconciled, delivered on time.

Heidi Schubert · Owner, Beverage Connection · Food & Beverage · Denver, Colorado · via Clutch · Verified

Read the verified review
What stood out the most was TechBrot Inc’s attention to detail.

The work: credit-card reconciliation and financial cleanup — transaction categorization reviewed and bookkeeping structure improved.

The outcome: reporting accuracy and visibility significantly improved.

Barbara Best · CEO, Barbara B. · Business services · California · via Clutch · Verified

Read the verified review
§Submit the file

Send us the file. We’ll tell you what it needs.

Six minutes. A Certified ProAdvisor reviews the actual file and responds within one business day. Free; written fixed-fee scope within 3 business days if you want it fixed.

Only used to schedule the call — never for marketing.

What we should look at

Check everything that applies — “not sure” is a real answer.

No spam, no list, no obligation. A ProAdvisor replies within one business day.

The questions buyers actually ask.

What if the review uncovers more problems than I expected?
That’s exactly the point of the review — and it’s still free. The Certified ProAdvisor tells you everything found, in plain English, ranked by what to fix first. The optional written fixed-fee scope is yours to decide on. Walk away with the findings and nothing else if you want; that happens regularly and we won’t push back.
Will I get pressured to buy ongoing monthly bookkeeping?
No. The review is one engagement: read the file, tell you what it needs, optional written scope. If monthly bookkeeping, cleanup, or catch-up makes sense, we’ll say so on the call — and if a one-time fix is the right answer, we’ll say that too. We don’t earn a commission for steering you anywhere.
Can I just talk to a ProAdvisor on the phone first?
Yes — call (877) 751-5575 and a Certified ProAdvisor picks up during U.S. business hours. The form is faster for non-urgent reviews because we get the details before the call; the phone is faster for active emergencies (payroll deadlines, file corruption, unrecoverable errors).
We’re a multi-entity or multi-year situation — does the free review still apply?
The diagnostic-level read is still free for one entity. Multi-entity or multi-year files genuinely take longer to assess accurately, and may need a paid deep diagnostic before a fixed-fee scope is honest — typically a flat fee credited toward the engagement if you proceed. We’ll tell you before the meter starts, on the discovery call, and you can stop there at no cost.
Is the written fixed-fee scope binding?
The scope binds us to the fee and the deliverables; it doesn’t bind you. You can sit on it, take it to a different firm, or pass entirely. If you proceed, the fee in the scope is the fee we charge — no scope creep, no hourly upcharges, no ‘we found more, here’s a change order.’ If genuinely new in-scope work emerges mid-engagement, we re-quote in writing before any of it happens.
Who actually reviews the file?
A Certified QuickBooks ProAdvisor — typically our lead practice for the diagnostic itself. If the engagement after the review is best matched to a vetted local operator like Westgate Financial Services in Texas, we’ll introduce you. The Certified ProAdvisor doing the review is the same person you talk to on the diagnostic call — never a rotating queue, never a junior offshore.
What happens if you tell me the file is fine?
Then it’s fine, and you leave with that confirmation in writing. The reviewing ProAdvisor sends a brief note covering what was checked and what was confirmed clean. If an ongoing service would genuinely add value — monthly bookkeeping, year-end coordination — we’ll mention it; if there isn’t, we’ll say nothing and you go on with your day. Call (877) 751-5575 if you want to skip the form.
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