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.
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.
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.
How the free file review works.
Four steps. Nothing in your file changes, nothing costs money, and you decide what happens after the findings.
You send the form and grant access
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. A Certified ProAdvisor responds within one business day.
A Certified ProAdvisor reads the file
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.
You get the findings in plain English
What’s working, what isn’t, and what to fix first — ranked, in plain English, from the same ProAdvisor who read the file. If the file is fine, you get that confirmation in writing instead.
If you want it fixed, a written fixed-fee scope
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.
What you get back from the review.
Findings, ranked by what to fix first
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.
A written all-clear when the file is fine
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.
What the written fixed-fee scope contains.
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.
The engagement, the boundaries, the fee
The scope names which engagement the file needs, exactly what’s included and what’s excluded, the deliverables, the timeline, and the fee. For a cleanup, the boundary is a period and a list of accounts: from the last reconciliation that actually tied, forward to the month agreed as the end, with every bank, credit-card and loan account inside it named. What sits outside the boundary is named too — months that were never entered at all (that’s catch-up), the monthly close after handoff, and tax filing, which stays with your CPA. When a file needs both a cleanup and a catch-up, the scope sequences them as one project with one fixed fee, so the foundation is sound before the backlog is built on top of it.
What the scope commits, and to whom
The scope binds the fee and the deliverables to us, not a decision to you. If you proceed, the fee in the scope is the fee charged — no hourly meter, no change order for “we found more.” If the review left something genuinely uncertain, such as how many months are unreconciled, the scope says so and says how it will be handled, rather than burying it in an hourly rate. Genuinely new in-scope work that emerges mid-engagement is re-quoted in writing before any of it happens.
A file review is not a cleanup.
The review diagnoses; the cleanup repairs
A file review is a read: a Certified ProAdvisor opens the file, measures what’s wrong, and changes nothing. A QuickBooks cleanup is the repair — a project-based engagement that reconnects feeds, rebuilds reconciliations, clears Undeposited Funds and duplicates, and ends only when every account in scope ties to its statement. The review is free. The cleanup is a fixed fee against a written scope, and most cleanups complete in one to four weeks.
Why the review comes before a cleanup price
A cleanup can’t be priced honestly on a file nobody has looked at. How far back the last reconciliation that tied sits, and how many accounts have to be rebuilt from there, drive both the tier and the fee — and only a read of the actual file measures them. That’s why the review comes first for any cleanup, and why the exact fixed fee arrives in writing within 3 business days of it rather than on a first phone call. A cleanup price quoted before anyone has opened the file is a price on a problem nobody has measured.
Same review, different page: the second opinion
Our accountant review (second opinion) page describes the same review from the cleanup side: what a second-opinion read checks and how it decides whether you need a cleanup, and at which tier. This page is where the review itself begins — what it covers, how to send the file, and what comes back.
When to skip the review.
For a cleanup price, the review always comes first. But three situations don’t start with a file review at all.
The file is down and a deadline is days away
If the file won’t open, multi-user access is down, or payroll or a filing is due within days, the first job is getting the file working — that’s emergency QuickBooks help, a fast, narrow engagement. Call rather than using the form. The review and any cleanup are scoped afterwards, from a file that opens.
There’s no file to review yet
A new business, a new QuickBooks file, or a move off Desktop or another system is setup or migration — a bounded fixed-fee project scoped from a short description of the business on a discovery call. If an existing file is moving off Desktop with problems in it, though, the cleanup comes before the migration, never after, and the review is still the first step.
The problem is your Intuit account, not your books
Login, password, subscription and billing problems belong with Intuit’s own support. TechBrot is an independent firm, not Intuit, and can’t access your Intuit account. A file review looks at the accounting inside the file, not the account around it.
The file review before a cleanup, step by step.
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 cleanupCleanup pricingEmergency QuickBooks helpGet the free file review
The full explanation, section by section — review versus cleanup, how the review works, the six checks, what comes back, the written scope, and when to skip it.
Should I get a file review before paying for QuickBooks cleanup?
Get the file review first. A QuickBooks cleanup can’t be priced honestly until someone has read the actual file, because 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 it finds the file is fine, there is no cleanup to pay for at all.
A file review is not a cleanup
A file review is not a cleanup. The review is a read: a Certified ProAdvisor opens the file, measures what’s wrong, and changes nothing. A QuickBooks cleanup is the repair, a project-based engagement that rebuilds reconciliations, clears Undeposited Funds and duplicates, and ends only when every account in scope ties to its statement. The review is free; the cleanup runs on a fixed fee against a written scope.
Why the review comes before a cleanup price
The review comes before a cleanup price because only a read of the actual file measures what drives the tier and the fee. The exact fixed fee then arrives in writing, not on a first phone call. A cleanup price quoted before anyone has opened the file is a price on a problem nobody has measured. The accountant review page describes the same review as a second opinion, from the cleanup side.
How the free file review works
The free file review works in four steps, and nothing in your file changes and nothing costs money. First, you send the form and grant access from your own side. For QuickBooks Online, that is an accountant-user invitation from inside your file: least-privilege, 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.
A Certified ProAdvisor reads the file
Next, a Certified ProAdvisor reads the file, working through the six review areas plus the specific problem you described on the form. The review is a read, not a change. Nothing in your books is edited during it: not a transaction, not a reconciliation, not a setting. Repairs happen only in a scoped engagement you have agreed to in writing.
Six places a QuickBooks file goes wrong
There are six places a QuickBooks file goes wrong, and the first three are these. Reconciliation status, per account: every bank, credit-card, loan and equity account either ties to source or it doesn’t. Uncategorized and duplicate transactions: the buildup hiding behind a clean-looking profit and loss. Undeposited Funds and Opening Balance Equity: the two accounts that quietly carry years of error in most QuickBooks files.
A/R-A/P aging integrity
The other three checks cover aging, liabilities and the file itself. Aging integrity, for receivables and payables: whether the aging report is real, or polluted with stale invoices and vendor bills paid outside the file. Payroll and sales-tax liability accounts: whether the liability ledger ties out to the agency-filed numbers. File and version health: file size, multi-user state, integration drift, list integrity and version fit.
What you get back from the review
What you get back from the review is a plain-English read of the file: what’s sound, what’s broken, and how far behind it is, ranked by what to fix first. Where the file needs cleanup, the findings name the tier: focused, standard or complex. If the review finds nothing that needs fixing, you get that in writing instead, a brief note on what was checked and confirmed clean, with no invented work.
Free. Certified. Verified.
Free, certified, verified. The review costs nothing for one entity. Multi-entity or multi-year files can need a paid deep diagnostic first, and you’re told before anything costs money. The file is read by a Certified QuickBooks ProAdvisor holding QuickBooks Online Level 2 and Payroll certifications, the same person you talk to on the diagnostic call. Two client reviews of the work are verified on Clutch.
What the written fixed-fee scope contains
The written fixed-fee scope is optional, and arrives only if you ask for it. It names the engagement the file actually needs, a QuickBooks cleanup, a catch-up or monthly bookkeeping, with what’s included and excluded, the deliverables, the timeline and the fee. For a cleanup, the boundary runs from the last reconciliation that tied to the agreed end month, with every account in it named. Tax filing stays with your CPA or tax preparer.
What the scope commits, and to whom
The scope binds the fee and the deliverables to the firm, not a decision to you. You can sit on it, take it to a different firm, or pass. If you proceed, the fee in the scope is the fee charged: no hourly meter, no change order for "we found more." Genuinely new in-scope work is re-quoted in writing first. There’s no pressure toward ongoing monthly bookkeeping, and no commission for steering you anywhere.
When to skip the review
Three situations don’t start with a file review. If the file won’t open or payroll is due within days, the first job is emergency QuickBooks help, and the review follows from a file that opens. If there’s no file yet, that’s setup or migration. Login, password or billing problems belong with Intuit’s own support, because TechBrot is an independent bookkeeping and advisory firm, not Intuit.
Send us the file. We’ll tell you what it needs
Send us the file, and we’ll tell you what it needs. The form tells the reviewing ProAdvisor what you’re seeing before anyone opens the file. For an active emergency, such as a payroll deadline or file corruption, call instead of using the form. Get the free review before you pay anyone for a cleanup. Send this to whoever is about to sign a cleanup quote, and subscribe for the rest of the series.
Free. Certified. Verified.
Free
Diagnostic by a Certified ProAdvisor — not a sales call
2×
QuickBooks ProAdvisor certifications — Online (Level 2) and Payroll
3 days
Written fixed-fee scope after the review, if you want it fixed
1 day
Response within one business day
Free — a diagnostic, not a sales call
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 a paid deep diagnostic before an honest fixed-fee scope is possible — and you’re told that before anything costs money, with the option to stop there at no cost. Nobody earns a commission for steering you into a service.
Certified — QuickBooks Online (Level 2) and Payroll
The file is read by a Certified QuickBooks ProAdvisor holding active certifications in QuickBooks Online (Level 2) and QuickBooks Payroll — the same person you talk to on the diagnostic call, never a rotating queue. Verification is available on request, and Intuit’s public ProAdvisor directory lists active ProAdvisors.
Verified — two client reviews on Clutch
The two reviews below are verified 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.
Heidi Schubert · Owner, Beverage Connection · Food & Beverage · Denver, Colorado · via Clutch · Verified
Read the verified 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.
Barbara Best · CEO, Barbara B. · Business services · California · via Clutch · Verified
Read the verified reviewSend us the file. We’ll tell you what it needs.
About 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.