Independent bookkeeping & advisory firm · Serving clients nationwide, remotely
QuickBooks Live is Intuit’s own bundled bookkeeping assistance, layered inside QuickBooks Online. If you’ve decided you want a named, consistent QuickBooks ProAdvisor instead of a vendor-bundled team, the switch is easier than most people expect — you stay in the same QuickBooks file, and we simply become your accountant user. This page is for the decided switcher: the move, the offer, and what changes.
What you can check before you sign
Switching from QuickBooks Live moves your bookkeeping from Intuit’s bundled in-product service to a QuickBooks ProAdvisor who works inside your own QuickBooks file. Nothing migrates: your file and data stay where they are, and we’re added as your accountant user. Monthly bookkeeping is a fixed monthly fee, and a one-time cleanup, if the books are behind, runs $1,200–$15,000+.
Certifications · Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
QuickBooks Live works for some — but these are the reasons we hear most from businesses that decide to switch to a QuickBooks ProAdvisor.
On Intuit’s own page (checked September 9, 2026) the Full Service tier does promise a dedicated bookkeeper; the lighter Expert Assisted tier is on-demand experts answering questions. What neither is, is a firm you selected, can hold accountable directly, and keep regardless of what Intuit does to the tier next. Businesses switch when they want the accountant relationship to belong to them, with a published scoping commitment in writing.
The bundled service is built around core monthly bookkeeping inside QuickBooks Online, and Intuit does offer a one-time Expert Cleanup and an initial cleanup on Full Service. What it does not cover is payroll administration, multi-state and local sales tax, historical reconstruction across years, Desktop or Enterprise files, or advisory on how the numbers should be structured — and Intuit’s bookkeepers cannot prepare, file, or advise on taxes. An independent firm can take the file as deep as it needs to go and coordinate with your CPA.
With a bundled service the bookkeeping is part of the software you buy from Intuit. Some businesses prefer their accountant to be independent of the software vendor — a separate firm they chose, can hold accountable directly, and keep regardless of subscription changes.
Switchers often tell us they want to email or call one person who already knows their file, rather than re-explaining context each time. A QuickBooks ProAdvisor is reachable directly and carries the history of your books in their head, not just in a ticket.
As a business grows, bookkeeping turns into decisions: how to structure the chart of accounts, how to handle classes or locations, how to get the books ready for tax or financing. That advisory layer is where many businesses decide they want a named professional rather than a bundled service.
For some owners it’s straightforward — they’d rather pick their own bookkeeper, on their own terms, than use the one bundled with the software. Switching to a QuickBooks ProAdvisor puts that choice back in your hands while keeping QuickBooks exactly as it is.
Six steps, in order. You keep your QuickBooks file the whole way — nothing migrates, nothing gets rebuilt from scratch.
Start with a short call so we understand your business, where the books stand, and what you want from a QuickBooks ProAdvisor. There’s no obligation — the goal is to confirm we’re the right fit before anything moves.
We look at your existing QuickBooks file as-is to see the current state — how the books are kept, what’s clean, and what (if anything) needs catching up. This is how we scope honestly instead of quoting blind.
Based on the review, you get a written scope: ongoing monthly bookkeeping at a fixed monthly fee, plus a one-time cleanup quote if the books are behind. You decide with the numbers in front of you, before any work starts.
When you’re ready, you invite us into your existing QuickBooks Online file as the accountant user — a built-in QuickBooks role. Nothing is exported, nothing is rebuilt, and your data and history stay exactly where they are.
You let QuickBooks Live go on your own timeline, and we pick up the recurring bookkeeping — categorization, reconciliation, and the monthly close — in the same file you’ve always used. Your your TechBrot team runs it from here.
From the first close on, you have a consistent point of contact who knows your file. If a cleanup was part of the scope, we complete it first so the ongoing books start from accurate numbers, then keep them current month after month.
If your interactions with the bundled service start with context you have already given ( more likely on the on-demand Expert Assisted tier than on Full Service, which Intuit says assigns a dedicated bookkeeper ), that’s the clearest sign you want a senior bookkeeper who already knows your file and stays your contact month after month.
When your questions have moved from “is it categorized” to “how should this be structured,” “are we ready for tax or financing,” or “help me clean up a real backlog,” you’ve outgrown a bundled scope and want an independent firm with depth.
If it matters to you that your bookkeeper is independent of the software vendor — a firm you chose, can hold accountable directly, and keep regardless of subscription changes — that’s the signal to switch to a QuickBooks ProAdvisor.
Start with a discovery call and we’ll walk the move with you. You keep your QuickBooks file; we’re added as your accountant user. Start with a free file review — ongoing monthly bookkeeping is fixed-fee, and a one-time cleanup (if the books are behind) runs $1,200–$15,000+.
The difference a switch buys you isn’t the software — it’s who’s behind it. Instead of a service tier inside Intuit’s product ( a dedicated bookkeeper on Full Service, on-demand experts on Expert Assisted ), you get a senior bookkeeper who learns your business, owns the monthly close, and is reachable directly, with every close checked against TechBrot’s written close standard before it reaches you. The work happens in your own QuickBooks file against a written scope, and the relationship is yours — it doesn’t move with a software subscription. Independent firm — not Intuit, not QuickBooks Live; an Intuit account, subscription, or billing matter stays with Intuit.
No. TechBrot is a bookkeeping and advisory firm — we are not QuickBooks Live, and not Intuit. QuickBooks Live is Intuit’s own bundled bookkeeping service, provided by Intuit’s bookkeepers inside QuickBooks Online — on its Full Service tier, a dedicated bookkeeper. We are a separate firm: Your senior bookkeeper works in your own QuickBooks file, added as your accountant user, with every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. We’re not affiliated with, endorsed by, or part of Intuit, and we can’t access your Intuit account, subscription, or billing — those stay with Intuit.
QuickBooks Live is Intuit’s own assisted-bookkeeping offering, bundled into QuickBooks Online — the bookkeeping help is provided by Intuit’s team within the software you already pay Intuit for. Intuit has adjusted its assisted-bookkeeping offerings over time; whatever the current form, the defining trait is that it’s part of the software vendor rather than a separate firm you choose and keep.
No. Your QuickBooks file, history, and transactions stay exactly where they are. Switching to a QuickBooks ProAdvisor doesn’t move, export, or delete anything — we’re simply added to your existing file. Your Intuit subscription and login also remain yours and stay between you and Intuit.
The most common reasons: you want a QuickBooks ProAdvisor you chose and can hold accountable rather than a service tier inside the software vendor (Intuit’s Full Service tier does include a dedicated bookkeeper and an initial cleanup, per its page on September 9, 2026); you need scope the bundled service does not cover — payroll, multi-state sales tax, historical reconstruction, advisory; and you want a relationship that survives the vendor’s next restructure. To be fair, QuickBooks Live suits some businesses well — this is for those who’ve decided they want independent depth and a named contact.
The software doesn’t change — you keep using the same QuickBooks file. What changes is who runs the books: instead of Intuit’s bundled team, your senior bookkeeper owns your categorization, reconciliation, and monthly close, and is reachable directly. If a cleanup was part of your scope, we complete that first so the ongoing books start from accurate numbers.
We start with a free file review so we can see the current state before scoping. From there, ongoing monthly bookkeeping is a fixed monthly fee based on your volume and complexity, and a one-time cleanup — if the books are behind — runs $1,200–$15,000+. You get a written scope and fixed fee before any work begins. Prefer to talk it through? Speak with an advisor at (877) 751-5575.
If you haven’t fully decided, yes — our side-by-side comparison of TechBrot versus Intuit’s bundled QuickBooks Live walks through scope, consistency, advisory depth, and cost so you can choose with eyes open. This page is for the switcher who’s already decided and wants the move and the offer.
Tell us where the books stand. We’ll tell you which engagement fits, if any.
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