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.
Intuit certifications
Every engagement is reviewed by a Certified QuickBooks ProAdvisor (QuickBooks Online Level 2, Payroll) — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
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+; a consulting retainer is scoped to your file as a fixed monthly fee in writing. 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+; a consulting retainer scoped to your file) 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: $1,200–$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, scoped as a fixed monthly fee in writing.
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 ProAdvisorWhat to ask before you hire a ProAdvisor.
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.
Get the free file reviewWhat a ProAdvisor costsMeet the ProAdvisor teamBook the discovery call
The full explanation, question by question — the process, the scope, the fee, the people, your file, independence and the first week.
Hiring a ProAdvisor, plainly
Before you hire a QuickBooks expert, ask seven things. What is in scope? Is the fee fixed, in writing, or hourly? Who does the work, and how can you verify their certifications? Do you keep your file and subscription? Do they earn commission on your QuickBooks plan? What won’t they do? And what happens after you say yes? Get every answer in writing before work starts.
Four steps to engagement — you commit nothing until step four
Ask a firm to describe its process step by step, and where you commit. At TechBrot there are four steps: a free file review, a written fixed-fee scope, a no-charge discovery call, then engagement start. The review and the call are free and carry no obligation. You commit nothing until step four, when the scope and the fee are agreed in writing and work begins.
Written fixed-fee scope
Ask whether the fee is fixed in writing or metered by the hour. A written scope should name the engagement, exactly what is included and excluded, the deliverables, the timeline and the fee. If the review found something uncertain, such as an unknown number of unreconciled months, the scope should say so and how it will be handled, rather than burying it in an hourly rate.
Five engagements — each scoped and priced on its own
Ask exactly what you are hiring them for. A ProAdvisor is hired for a defined engagement, not a vague retainer, and there are five: QuickBooks cleanup for a file that has drifted, QuickBooks setup for a new file built correctly, monthly bookkeeping for ongoing categorize-and-reconcile work, QuickBooks migration between products or platforms, and QuickBooks consulting, an ongoing advisory retainer. Each one is scoped and priced on its own.
Which one do you need?
Ask how they decide which engagement you need. Most businesses don’t arrive knowing, and the answer is often a sequence: cleanup, then bookkeeping, or setup, then consulting. Books that are a mess and behind point to cleanup. Starting fresh or switching systems points to setup or migration. Wanting to stop doing it yourself points to ongoing bookkeeping. The free file review names the right one from what your file actually shows.
What does it cost to hire a ProAdvisor?
Ask for the price as a published range first, then as a fixed fee in writing. Monthly bookkeeping runs four hundred to twenty-five hundred dollars a month or more, and a new QuickBooks setup runs seven hundred fifty to five thousand dollars or more, by complexity. Those are estimates, not quotes, until the discovery call. The ProAdvisor cost breakdown shows what moves a price within a range.
Who actually does the work, and how do I know they’re qualified?
Ask who actually does the work, and how you can check they are qualified. At TechBrot, engagements are delivered by the firm’s Certified QuickBooks ProAdvisor team, with firm-level quality review, rather than one name on a page. Ask which certifications they hold, and ask to verify them. Verification is available on request, and the ProAdvisor team page documents the credentials and how the team is structured.
You keep your file and your subscription
Ask who owns the file if you part ways. An independent ProAdvisor works inside your company file, under your own QuickBooks account, with accountant access you grant and can revoke. The firm should not buy the subscription on your behalf or hold your data behind its login. If the engagement ends, your file and your QuickBooks account stay entirely yours.
No commission, so plan advice is honest
Ask whether they earn anything from your QuickBooks subscription. TechBrot earns nothing from it, with no Intuit affiliate revenue and no reseller commission, and is not affiliated with Intuit. You don’t have to switch plans or buy anything through the firm to hire a ProAdvisor. When a plan change is recommended, it is because it fits the business, and often your current plan is already right.
We stay in our lane — and say so
Ask what the firm will not do. A firm that stays in its lane says so plainly. TechBrot does not file taxes, represent anyone before the IRS, or perform audit or assurance work, and where a tax matter arises it is coordinated with your CPA or EA. Hiring a ProAdvisor gets you QuickBooks and bookkeeping expertise from a bookkeeping and advisory firm, not one that claims to do everything.
What happens in week one?
Ask what happens in week one. The answer should be access and baseline, not surprises. You grant accountant access, the ProAdvisor confirms the scope against what the file actually shows, then sets the working cadence and the first deliverable date. If the file turns out worse than the review suggested, you hear about it and agree any change before additional work is done, never after.
Before and after you hire
Before you hire anyone, check that a firm is what you need. The guide to when to call a ProAdvisor splits what you can fix yourself, what Intuit support handles, and what needs a Certified ProAdvisor. Account and billing issues belong to Intuit; problems inside the file belong to a ProAdvisor. Once you are ready, the free file review is the starting point for any engagement.
Start with the free file review — commit nothing until the scope is in writing
Every question here can be asked before you pay anything. Start with the free file review, and commit nothing until the scope is in writing. Book the discovery call when you are ready, and the exact fixed fee follows in writing. Send this to whoever is choosing your QuickBooks expert, and subscribe for the rest of the series.
Written 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 QuickBooks Online (Level 2) and QuickBooks Payroll 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. Earns no fees on QuickBooks subscriptions.