QuickBooks · Hire a ProAdvisor
Hire a Certified QuickBooks ProAdvisor — scoped, fixed-fee, no commitment until you say yes.
Hiring a ProAdvisor shouldn’t mean an open-ended hourly meter or a vague “we’ll see how it goes.” At TechBrot the path is the same every time: a free file review, a written fixed-fee scope, a no-charge discovery call, then engagement start — you commit nothing until the scope and fee are agreed in writing. Hire for cleanup, setup, monthly bookkeeping, migration, or consulting. You keep ownership of your QuickBooks file and subscription. Independent firm, not affiliated with Intuit Inc., and we earn no commission on QuickBooks subscriptions.
Certified by Intuit
Real credentials held by our firm and operators — verification available on request.
Hiring a ProAdvisor, in five questions.
How do you hire a QuickBooks ProAdvisor at TechBrot?
Four steps, no commitment until the scope is agreed in writing. (1) Free file review — a Certified ProAdvisor looks at your actual QuickBooks file or situation. (2) Written fixed-fee scope — exactly what’s included and what it costs. (3) Discovery call — confirm the plan and answer questions. (4) Engagement start — work begins against the agreed scope. You pay nothing for the review or the call.
What can you hire a ProAdvisor for?
Five defined engagements: cleanup (fixing a file that’s drifted), setup (a new file built correctly), monthly bookkeeping (ongoing categorize-and-reconcile), migration (Desktop→Online or platform moves), and consulting (ongoing advisory retainer). Each is scoped and priced separately; many businesses start with one and add another.
What does it cost to hire a ProAdvisor?
Every engagement is a written fixed fee scoped to your file — an estimate, not a quote, until the free discovery call. Published ranges: monthly bookkeeping $400–$2,500+/mo; cleanup $1,500–$15,000+; new setup $750–$5,000+; consulting retainer $500–$1,500/mo (simpler QBO) to $1,500–$3,500/mo (complex). Full cost breakdown is on the ProAdvisor cost page.
What does “independent ProAdvisor” mean for me?
You keep your file and subscription; we take no commission. We work inside your company file under your own QuickBooks account — your data isn’t locked behind our login, and the engagement ending doesn’t cost you your file. We earn zero on your subscription, so plan advice is independent. Not affiliated with Intuit Inc.
What happens in week one?
After the engagement is signed, week one is access and baseline: you grant accountant access to your QuickBooks file, the ProAdvisor confirms scope against what the file actually shows, flags anything material discovered on first look, and sets the cadence and the first deliverable date. No surprises — if the file is worse than the review suggested, you hear it before extra work is done, not after.
What hiring an independent ProAdvisor gets you
Fixed-fee, written scope — and you keep your file.
Free
file review and discovery call before you commit to anything or pay a fee
Fixed fee
written scope before work starts — an estimate becomes a fixed fee in writing
Zero
commission on QuickBooks subscriptions — independent, not affiliated with Intuit Inc.
- You hire a Certified QuickBooks ProAdvisor for a defined engagement — cleanup, setup, monthly bookkeeping, migration, or consulting — scoped in writing as a fixed fee before any work begins. The free file review and discovery call come first; you commit nothing until the scope and fee are agreed in writing.
- You keep ownership of your QuickBooks file and subscription. An independent ProAdvisor works inside your company file under your account — we don’t resell you a subscription, we don’t lock your data behind our login, and if the engagement ends, your file and your QuickBooks account stay entirely yours.
- We earn nothing from your QuickBooks subscription — no Intuit affiliate revenue, no reseller commission. The product and plan recommendations reflect what fits your business, not what pays us. We do not file taxes, represent you before the IRS, or perform audit/assurance — that work is coordinated with your CPA or EA.
Hiring a ProAdvisor, plainly.
Hiring a Certified QuickBooks ProAdvisor at TechBrot is a four-step, no-commitment path: a free file review, a written fixed-fee scope, a no-charge discovery call, then engagement start — you commit nothing until the scope and fee are agreed in writing. You can hire a ProAdvisor for five defined engagements — cleanup, setup, monthly bookkeeping, migration, or consulting — each scoped and priced separately as a fixed fee, never an open-ended hourly meter. Many businesses need a sequence rather than one engagement (cleanup, then bookkeeping; or setup, then consulting), and the free file review exists to name the right one for you.
What “independent ProAdvisor” means for you is concrete. You keep ownership of your QuickBooks file and subscription — we work inside your company file under your own account, not behind our login, so ending the engagement never costs you your data. We earn nothing from your QuickBooks subscription — no Intuit affiliate revenue, no reseller commission — so plan advice reflects your business, not our margin. Published fee ranges (monthly bookkeeping $400–$2,500+/mo; cleanup $1,500–$15,000+; setup $750–$5,000+; consulting $500–$1,500/mo to $1,500–$3,500/mo) are estimates, not quotes — the exact fixed fee is set in writing after the free discovery call, and the full breakdown lives on the ProAdvisor cost page. We don’t file taxes, represent you before the IRS, or perform audit or assurance; tax matters are coordinated with your CPA or EA. Independent firm — not affiliated with Intuit Inc.
Four steps to engagement — you commit nothing until step four.
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.
Free file review
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 Certified 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.
Written fixed-fee scope
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.
Discovery call
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 honestly: 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.
Engagement start
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.
Five engagements — each scoped and priced on its own.
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.
QuickBooks cleanup
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: $1,500–$15,000+ depending on how many months and how deep the damage.
QuickBooks setup
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.
Monthly bookkeeping
Hire a ProAdvisor-led team for ongoing categorize-and-reconcile work and monthly financials — the recurring engagement that keeps the books current rather than fixing them once. Published range $400–$2,500+/month by transaction volume, accounts, and complexity.
QuickBooks migration
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.
QuickBooks consulting
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. Published range $500–$1,500/mo (simpler QBO) to $1,500–$3,500/mo (complex).
Not sure which you need?
Most businesses don’t arrive knowing whether they 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.
You keep your file. We take no commission. We stay in our lane.
“Independent ProAdvisor” isn’t a slogan — it has three concrete consequences for the client.
You keep your file and your subscription
An independent 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.
No commission, so plan advice is honest
We earn nothing from your QuickBooks subscription — no Intuit affiliate revenue, no reseller margin. When a ProAdvisor recommends Simple Start over Plus, or Desktop over Online, or tells you the plan you’re on is already right, there’s no commission steering the answer. If you want the plan question answered on its own, see which QuickBooks plan is right.
We stay in our lane — and say so
We do not file your taxes, represent you before the IRS, or perform audit or assurance work. 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 honestly — not a firm that claims to do everything. Not affiliated with Intuit Inc.
Which one do you need?
Most businesses don’t arrive certain which engagement they need — that’s normal, and the free file review is built to answer it. Start from the situation that sounds like yours.
“My books are a mess and I’m behind.”
Unreconciled months, numbers you don’t trust, a CPA asking for clean books — that’s a cleanup engagement, usually followed by ongoing bookkeeping so it stays clean. The free file review scopes how deep it goes.
Get the free file review“I’m starting fresh or switching systems.”
A new business, a new QuickBooks file, or a move from Desktop or another system — that’s setup or migration, a bounded fixed-fee project. Get it built right once rather than cleaning it up later.
Book the discovery call“I just want to stop doing this myself.”
Current file, current pain is the monthly grind — that’s ongoing bookkeeping, or consulting if the need is advisory rather than transactional. The discovery call confirms which fits.
Speak to a ProAdvisorWritten scope, your file, zero commission, CPA-coordinated.
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. We earn nothing from your QuickBooks subscription, so nothing in the advice is steered by commission. 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 active Intuit certifications and how the team is structured — are documented on the ProAdvisor team 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. Independent firm — not affiliated with Intuit Inc.
Written
fixed-fee scope before any work starts — estimate becomes a quote after the free call
Yours
the QuickBooks file and subscription stay under the client's own account
Zero
commission — not affiliated with Intuit Inc., no subscription revenue
CPA-coordinated
no tax filing, IRS representation, audit, or assurance — handled with your CPA
What people ask about hiring a ProAdvisor.
How do I hire a QuickBooks ProAdvisor — what’s the actual process?
What can I hire a ProAdvisor for, and how do I know which engagement I need?
What does it cost to hire a QuickBooks ProAdvisor?
What does it mean that you’re an “independent” ProAdvisor — and what does that mean for me?
What happens in the first week after I hire you?
Do I have to switch QuickBooks plans, or buy anything through you, to hire a ProAdvisor?
Who actually does the work, and how do I know they’re qualified?
Hiring a ProAdvisor starts here
Start with the free file review — commit nothing until the scope is in writing.
A Certified ProAdvisor reviews your actual QuickBooks file (or your situation if there’s no file yet), names the right engagement, and returns a written fixed-fee scope. The review and the discovery call are free; the figure becomes an exact fixed fee in writing after the call — an estimate, not a quote, until then. You keep your file and subscription. Independent firm — earns no fees on QuickBooks subscriptions.