TechBrot, Inc.

BACKGROUND

Please describe your company and position.

I am the Owner of Beverage Connection

Describe what your company does in a single sentence.

We provide office coffee service and beverage and snack delivery services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TechBrot Inc to accomplish?

• Clean up and reconcile first year bookkeeping records that had accumulated errors due to limited QuickBooks experience.
• Establish accurate financial records in QuickBooks to ensure the business had a reliable foundation for tax preparation and reporting.
• Organize and correct accounting entries from the first year of business operations to bring the books into proper order.

SOLUTION

How did you find TechBrot Inc?

Online Search

Why did you select TechBrot Inc over others?

High ratings

How many teammates from TechBrot Inc were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

TechBrot Inc reviewed and corrected my first year QuickBooks records, reconciling transactions, fixing miscategorized entries, and organizing the chart of accounts to ensure my financials were accurate and ready for tax preparation.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

My books went from disorganized and inaccurate to fully reconciled, giving me a clean and reliable set of financial records that accurately reflected my first year of business activity and were ready for tax filing.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

TechBrot Inc was responsive to my needs throughout the project and delivered everything on time with no delays.

What was your primary form of communication with TechBrot Inc?

Virtual Meeting

What did you find most impressive or unique about this company?

They took something that felt overwhelming to me as a first-year business owner and made it simple, cleaning everything up efficiently without making me feel bad about the mistakes I had made.

Are there any areas for improvement or something TechBrot Inc could have done differently?

No

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of a bookkeeping and QuickBooks support company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TechBrot Inc to accomplish for your bookkeeping and QuickBooks support business?

We hired TechBrot Inc for reconciliation cleanup for 2025.

SOLUTION

What was the scope of their involvement?

TechBrot Inc completed a detailed credit card reconciliation and cleanup for 2025. They identified numerous duplicate transactions and incorrect categorizations that were affecting the accuracy of my financials. They also corrected how transfers and payments were recorded, ensuring everything aligned properly with bank statements. While the primary focus was credit card reconciliation and cleanup, TechBrot Inc went beyond that by reviewing transaction categorization, identifying duplicate entries, and correcting how transfers were recorded. They also provided guidance on improving the overall bookkeeping structure, which will help maintain accurate financials going forward.

What is the team composition?

We worked with 2–5 teammates from TechBrot Inc.

How did you come to work with TechBrot Inc?

We found them through an online search. We chose them because their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We spent less than $1500.00.

What is the status of this engagement?

We worked together from March-April 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Before working with TechBrot Inc, my credit card records had multiple duplicate transactions and incorrect categorizations, which made the financials unreliable. After the reconciliation and cleanup, all balances are now aligned with bank statements, duplicate entries were identified, and key categorization issues were corrected. This significantly improved the accuracy of my financial reports and gave me clear visibility into my business performance. TechBrot Inc identified and resolved dozens of duplicate transactions throughout my credit card records, including several entries that were recorded multiple times. They also corrected major categorization issues, such as transfers being incorrectly treated as expenses.Moreover, there has been a noticeable improvement in the time it takes to prepare financial reports. Before, preparing financial reports was time-consuming and often confusing due to duplicate entries and incorrect categorizations. After TechBrot Inc completed the reconciliation, the data is much cleaner, and reports are easier and faster to review. I now have more confidence in using my financials to make business decisions.

How did TechBrot Inc perform from a project management standpoint?

TechBrot Inc managed the project very well. Communication was clear throughout the process, and they kept me informed at each step. The work was delivered on time as promised, and everything was handled in an organized and professional manner. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

What stood out the most was TechBrot Inc's attention to detail and their ability to quickly identify underlying issues in my records, including duplicate transactions and incorrect categorizations. They went beyond just completing the reconciliation by explaining the problems clearly and providing guidance on how to maintain accurate books going forward.

Are there any areas they could improve?

No, there aren't any.