A limited review to identify likely issues and the information needed for a written scope. It does not include cleanup work or a complete examination of every transaction. Plain-English findings, optional written fixed-fee scope within 3 business days.
Call (877) 751-5575. Or book a discovery call.
Submit your QuickBooks file for a free review by a QuickBooks ProAdvisor: reconciliation, uncategorized and duplicate transactions, Undeposited Funds and Opening Balance Equity, A/R-A/P aging, payroll and sales-tax liabilities, and file health. Plain-English findings arrive within 3 business days of access; a written fixed-fee scope follows if you want it fixed. No obligation.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
About two minutes. We reply within one business day, and the findings arrive within 3 business days of receiving access to the file. Free; a written fixed-fee scope follows if you want it fixed.
Never email passwords or bank logins. We use invited accountant access.
What happens next: a client advisor reads what you sent and replies by email or phone. The reply says whether cleanup, catch-up, monthly bookkeeping or setup fits, or that we’re not the right firm.
Want to talk sooner? Call (877) 751-5575, or Book a discovery call.
After we reply, you invite us as an accountant user from inside QuickBooks Online. For Desktop, we arrange an Accountant’s Copy. Don’t send passwords, bank logins or files by email.
You contract with and pay TechBrot, Inc., a Delaware corporation, by ACH or wire. TechBrot invoices every engagement.
The structured diagnostic the reviewing ProAdvisor runs against your file. None of it touches your books — it’s a read, not a change.
What “doesn’t tie” can look like: a card account with a statement balance and nothing recorded against it for the period.
Four steps. Nothing in your file changes, nothing costs money, and you decide what happens after the findings.
The form on this page tells the reviewing ProAdvisor what you’re seeing before anyone opens the file. Then you give access from your own side: for QuickBooks Online, an accountant-user invitation from inside your file — least-privilege, no password sharing, revocable any time; for QuickBooks Desktop, access through your hosting setup or the Accountant’s Copy workflow. Documents move through a secure share, not email attachments.
The reviewing ProAdvisor works through the six areas above — reconciliation, uncategorized and duplicate transactions, Undeposited Funds and Opening Balance Equity, A/R-A/P aging, payroll and sales-tax liabilities, and file health — plus the specific problem you described on the form. It’s a read, not a change: nothing in your books is edited during the review.
Within 3 business days of receiving access: what’s working, what isn’t, and what to fix first — ranked, in plain English, from the same person who read the file. If the file is fine, you get that confirmation in writing instead.
Only if you ask for it: a written fixed-fee scope within 3 business days, naming the engagement the file actually needs — a QuickBooks cleanup, a catch-up, or ongoing monthly bookkeeping. Then you decide. Sitting on it, taking it elsewhere, or passing are all fine.
A plain-English read of the file’s condition: what’s sound, what’s broken, and how far behind it is, area by area across the six checks. Problems are ranked by what to fix first, so the findings are useful whether or not you ever hire anyone — you can take them to another firm or to your CPA. Where the file needs cleanup, the findings say which tier it points to — focused, standard, or complex — or that it needs nothing at all.
If the review finds nothing that needs fixing, you get that in writing: a brief note covering what was checked and what was confirmed clean. No invented work, no pitch for a service the file doesn’t need.
The scope is optional. If you ask for one, it turns the findings into a single fixed fee for a defined piece of work — written before any work begins.
For a cleanup price, the review always comes first. But three situations don’t start with a file review at all.
The free review is the second opinion: the reviewing ProAdvisor opens a file someone else kept, checks whether its numbers can be trusted, and tells you in writing what shape it is in. It is a diagnosis, not the cure.
Why the review comes before any cleanup price, the six checks it runs, what you get back, and what the optional written scope commits — set out in full below.
QuickBooks cleanup · What cleanup costs · Emergency QuickBooks help · Get the free file review
The review costs nothing and carries no obligation. For one entity, the diagnostic-level read is free in full. Multi-entity or multi-year files can need the paid Focused QuickBooks diagnostic before a fixed-fee scope is possible — and you’re told that before anything costs money, with the option to stop there at no cost.
TechBrot’s senior reviewer, a Certified QuickBooks ProAdvisor, holds Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification. The review is checked against TechBrot’s written close standard before the findings reach you on the discovery call. Verification is available on request.
The two reviews below are on Clutch and quoted verbatim, each with a short summary of the work and the outcome. Follow either link to read the full review.
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.
Client review · Food & Beverage · Clutch engagement
Read the reviewWhat 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.
Client review · Business services · Clutch engagement
Read the reviewThat’s exactly the point of the review — and it’s still free. The QuickBooks 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 is a fine outcome and we won’t push back.
Yes — call (877) 751-5575 — leave a message and a client advisor calls you back, urgent file and books work first. The form is faster for non-urgent reviews because we get the details before the call; the phone is the right path for active emergencies (payroll deadlines, file corruption, unrecoverable errors).
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 the paid Focused QuickBooks diagnostic before a fixed-fee scope is realistic — 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.
The scope binds us to the fee and the deliverables. 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.
A QuickBooks ProAdvisor at TechBrot — the work is delivered by TechBrot, in your own QuickBooks file. The QuickBooks ProAdvisor doing the review is the same person you talk to on the discovery call — never a rotating queue.
Yes. A cleanup can’t be priced reliably until someone has read the actual file — how far back the last reconciliation that tied sits, and how many accounts need rebuilding, set both the tier and the fee. The review is free, and if you want the file fixed the exact fixed fee follows in writing within 3 business days. If the review finds the file is fine, there’s no cleanup to pay for. The one exception: if the file won’t open or a payroll or filing deadline is days away, get the file working first through emergency help, then scope the cleanup.
No. The review is a read, not a change — the reviewing ProAdvisor opens the file, runs the six checks, and reports back without editing a transaction, a reconciliation, or a setting. Repairs happen only in a scoped engagement you have agreed to in writing.
For QuickBooks Online, you invite us as an accountant user from inside your own file — least-privilege access, no password sharing, revocable any time. For QuickBooks Desktop, access runs through your hosting setup or the Accountant’s Copy workflow. Documents move through a secure share, not email attachments, and your file and QuickBooks subscription stay yours throughout.
QuickBooks cleanup is a fixed fee in one of three tiers: $1,200 to under $3,000, $3,000 to under $7,500 or $7,500–$15,000+, set by how many months, accounts and problems the file holds. The free file review tells you which tier applies before anything costs money. If the file cannot be scoped without working inside it, the paid diagnostic is from $450 for one company file and is credited in full against the cleanup. If the full cleanup is more than you can take on now, ask for a phased scope: the periods your CPA or lender needs first, each with its own fixed fee in writing.