Independent bookkeeping & advisory firm · Serving clients nationwide, remotely
Hire a QuickBooks ProAdvisor for cleanup, setup, monthly bookkeeping, migration or consulting. The same path every time: a free file review, a written fixed-fee scope, a discovery call, then the work. You keep your QuickBooks file and subscription.
What you can check before you sign
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
Hiring a QuickBooks ProAdvisor at TechBrot takes four steps: a free file review, a written fixed-fee scope, a no-charge discovery call, then the work. You hire for cleanup ($1,200–$15,000+), setup ($750–$5,000+), monthly bookkeeping ($500–$2,500+/mo), migration ($2,500–$10,000+) or consulting, and you keep your QuickBooks file and subscription. Nothing is committed until the fee is in writing.
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.
What hiring a QuickBooks ProAdvisor gets you
The scoping path is the same for every engagement type. The first two steps are free and carry no obligation; the fixed fee is agreed in writing before any work begins.
You share read-only or accountant access to your QuickBooks file — or, if there’s no file yet, a short description of the business and where you are. A QuickBooks ProAdvisor reviews the actual state: chart-of-accounts condition, reconciliation drift, the Undeposited Funds balance, integration mappings, and the specific problem you’re trying to solve. The review is free and carries no obligation. Its purpose is to scope accurately, not to sell — a thin file review produces a wrong fixed fee.
You receive a written scope: which engagement (cleanup, setup, bookkeeping, migration, or consulting), exactly what’s included and excluded, the deliverables, the timeline, and the fee. The figure is a fixed fee in writing, not an hourly meter — an estimate at the file-review stage becomes a committed fixed fee after the discovery call. If the file review surfaced uncertainty (e.g. an unknown number of unreconciled months), the scope says so and how it’s handled, rather than burying it in an hourly rate.
A no-charge call to confirm the scope fits the business, answer questions, and adjust if the review missed context only you have. This is where an estimated range becomes an exact fixed fee — an estimate, not a quote, until this call. It’s also where engagement fit is confirmed: if a different engagement (or a referral to your CPA for a tax matter we don’t handle) is the right answer, you hear that here, not after you’ve paid.
With the scope and fixed fee agreed in writing, work begins. You grant accountant access under your own QuickBooks account — the file and subscription stay yours. Week one establishes the baseline and the first deliverable date; ongoing engagements (bookkeeping, consulting) set a monthly cadence; bounded engagements (cleanup, setup, migration) work to the agreed completion date. Anything material discovered after start is raised before extra work proceeds.
You hire a ProAdvisor for a defined engagement, not a vague retainer. Each links to its own page for the full detail; the free file review names which one (or which sequence) fits your business.
Hire a ProAdvisor to fix a file that has drifted — unreconciled months, an inflated Undeposited Funds balance, miscategorized transactions, opening-balance-equity that never cleared, integrations that double-posted. A bounded, fixed-fee project that ends with a file that ties to reality. Published range: $1,200–$15,000+ depending on how many months and how deep the damage.
Hire a ProAdvisor to build a new QuickBooks file correctly the first time — chart of accounts matched to the business, products/services and item mappings, sales-tax and bank-feed rules, payroll-item and integration configuration. A one-time fixed-fee project; published range $750–$5,000+ by complexity.
Hire a QuickBooks ProAdvisor for ongoing categorize-and-reconcile work and monthly financials — the recurring engagement that keeps the books current rather than fixing them once. Published range $500–$2,500+/month by transaction volume, accounts, and complexity.
Hire a ProAdvisor to move you between products or platforms — Desktop to Online, version upgrades, or onto QuickBooks from another system — without losing history, breaking integrations, or mangling balances. A bounded, fixed-fee project scoped to the data and the target product.
Hire a ProAdvisor on an ongoing advisory retainer — workflow optimization, configuration audits, integration management, custom reporting, and direct ProAdvisor access as the business grows. Retainer, not a one-time project, scoped as a fixed monthly fee in writing.
You don’t need to arrive knowing whether you need cleanup, setup, or ongoing bookkeeping — and often the answer is a sequence (cleanup, then bookkeeping; or setup, then consulting). The free file review exists precisely to answer this. Start there and the right engagement — or combination — gets named for you.
A business-services company’s 2025 credit-card records: dozens of duplicate transactions identified and resolved, and categorization corrected, including transfers that had been treated as expenses. In the CEO’s words, “all balances are now aligned with bank statements.”
From the CEO’s review on Clutch (project Mar.–Apr. 2026); the client is not named. Read the case study
“Independent ProAdvisor” isn’t a slogan — it has three concrete consequences for the client.
A QuickBooks ProAdvisor works inside your company file under your own QuickBooks account, with accountant access you grant and can revoke. We don’t buy the subscription on your behalf, we don’t hold your data behind our login, and ending the engagement doesn’t cost you your file. Compare that to arrangements where leaving the provider means losing access to your own books.
When a ProAdvisor recommends Simple Start over Plus, or Desktop over Online, or tells you the plan you’re on is already right, the answer follows your file. If you want the plan question answered on its own, see which QuickBooks plan is right.
Where a tax matter arises, we coordinate with your CPA or EA rather than overstepping. Hiring a ProAdvisor gets you QuickBooks and bookkeeping expertise scoped — not a firm that claims to do everything.
Not sure which engagement you need? That’s normal, and the free file review is built to answer it. Start from the situation that sounds like yours.
The questions worth asking before hiring anyone for your QuickBooks file — scope, fee, who does the work, file ownership, commission, limits and week one — with the answers you should expect in writing, set out in full below.
How to find and check a ProAdvisor · Get the free file review · What a ProAdvisor costs · ProAdvisor credentials · Send the details
Hiring a ProAdvisor at TechBrot is deliberately structured to protect the client. The fee is a written fixed fee agreed before work starts — an estimate at the file-review stage becomes a committed quote after the free discovery call — rather than an hourly meter you can’t predict. The work happens inside your QuickBooks file under your own account, so your data and subscription stay yours throughout and after. And we work strictly within QuickBooks and bookkeeping — we do not file taxes, represent you before the IRS, or perform audit or assurance work, coordinating with your CPA or EA where tax matters arise.
The credentials behind the work — the Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — are documented on the credentials page rather than restated here, and our methodology and independence standards are on the trust page. This page is about how you engage; those pages are about who delivers and how we hold ourselves to it.
Your client advisor is your point of contact, and a Certified QuickBooks ProAdvisor reviews every close before it reaches you.
The same engagement, written for the state’s own rules — sales-tax, payroll and registration wrinkles included. Delivered remotely in your own QuickBooks file; every state is served from the state directory.
By industry: SaaS · Agency · Retail · not sure where your file stands? Start with the free QuickBooks file review · moving off Desktop? QuickBooks Desktop to Online migration.
You can hire a ProAdvisor for five defined engagements: cleanup (repairing a file that has drifted — unreconciled months, miscategorized transactions, an inflated Undeposited Funds balance), setup (building a new file correctly), monthly bookkeeping (ongoing categorize-and-reconcile and monthly financials), migration (Desktop to Online or onto QuickBooks from another system), and consulting (an ongoing advisory retainer). Many businesses need a sequence rather than a single engagement — cleanup then bookkeeping, or setup then consulting. Deciding which is exactly what the free file review is for: rather than guessing, a ProAdvisor names the right engagement (or combination) based on what your file actually shows. If you want to compare the engagement types yourself first, the cleanup, setup, and consulting pages each explain where their engagement fits versus the others.
Every engagement is a written fixed fee scoped to your specific file — an estimate at the file-review stage, becoming an exact fixed fee in writing after the free discovery call (an estimate, not a quote, until that call). Published ranges, always a range rather than a single figure, give the shape: monthly bookkeeping runs $500–$2,500+ per month depending on transaction volume, number of accounts, and complexity; bookkeeping cleanup runs $1,200–$15,000+ depending on how many months are involved and how deep the damage is; a new setup runs $750–$5,000+ by complexity; and a consulting retainer is scoped as a fixed monthly fee in writing, lighter for simpler QuickBooks Online businesses and larger for Enterprise or high-integration complexity. Those are ranges, not quotes — the exact fixed fee comes from your file. The full cost breakdown, including what moves a price within a range, is on the ProAdvisor cost page.
Independent means two concrete things for you. First, you keep ownership: a ProAdvisor works inside your QuickBooks company file under your own account, with accountant access you grant and can revoke — we don’t purchase the subscription on your behalf, we don’t hold your data behind our login, and if the engagement ends, your file and your QuickBooks account remain entirely yours. Second, when a ProAdvisor recommends a plan, or tells you the plan you’re on is already correct, the answer follows your file. We also stay in our lane: we do not file taxes, represent clients before the IRS, or perform audit or assurance work — where tax matters arise we coordinate with your CPA or EA.
Week one is access and baseline, not surprises. After the scope and fixed fee are agreed in writing, you grant accountant access to your QuickBooks file under your own account. The ProAdvisor then confirms the scope against what the file actually shows, flags anything material discovered on first detailed look, and sets the working cadence and the first deliverable date. If the file turns out to be worse than the file review suggested — more unreconciled months than expected, an integration problem that wasn’t visible in read-only access — you hear about it and agree any change before additional work is done, never after. For ongoing engagements like bookkeeping or consulting, week one also establishes the monthly cadence; for bounded engagements like cleanup, setup, or migration, it establishes the path to the agreed completion date.
No. You don’t buy your QuickBooks subscription through us, and you’re not required to change plans to hire a ProAdvisor — we work inside whatever product and plan you already have, under your own account. If a ProAdvisor suggests a different plan, it’s because it fits the business, and often the recommendation is that your current plan is already right. If the plan question is your main concern, the which QuickBooks plan is right page works through it directly. Hiring a ProAdvisor is about the engagement — cleanup, setup, bookkeeping, migration, or consulting — not about routing a subscription purchase through us.
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a senior bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A U.S.-based bookkeeper is available on request; we can share their public directory profile with you. A Certified QuickBooks ProAdvisor reviews every close before it reaches you. Trust (IOLTA) reconciliations are also checked by the signed trust specialist. The credentials and certifications are documented in detail on the credentials page, and our methodology and independence standards are on the trust page. Verification of certifications is available on request. This page is about how the engagement works; the team page is where the qualifications live.
Yes, on request, before you sign. Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification are held by TechBrot’s senior reviewer, under those exact titles.
Tell us where the books stand. We’ll tell you which engagement fits, if any.
Or send the details instead