How I Review a Client’s QuickBooks File in Just 15 Minutes скачать в хорошем качестве

How I Review a Client’s QuickBooks File in Just 15 Minutes

Need to quickly assess a potential client’s QuickBooks Online file? In this video, I’ll walk you through how I review a client’s QBO file in just 15 minutes, without getting lost in the details. You’ll learn: What I look for first to assess file health. The key reports and accounts I check. How to spot red flags that signal a bigger cleanup. Review your client's books in just 15 minutes - sign up for my QBO Smart Review Checklist: https://bit.ly/5mb-smartreview -------------------------------------------- Chapters: 0:00 Intro 1:00 Smart review checklist 1:30 Banking 2:12 Old transactions 2:46 Late date reconciled 3:23 Last reconciliation 4:50 Changes to bank reconciliation 5:39 Undeposited funds 6:35 Unusual balances 7:54 Costs of goods sold transactions 8:30 Large negative balances 9:24 Incorrect payroll expense recording 9:40 Incorrect reconciliation discrepancy 10:09 Personal expenses 10:28 Cash 11:07 Balance sheet 12:11 Fixed assets 12:50 Payroll tax payments 13:19 Balance opening balance equity 13:37 Reminder 14:01 Free diagnostic review system 14:17 Closing and resources Subscribe: Never miss a new video! Subscribe here: https://bit.ly/5MB_YT_Sub Join my Free Community: Get support, tips, and connect with 25,000+ bookkeepers in my free FaceBook community: https://bit.ly/5MB_Group Join My Mailing List: Stay in the loop with my monthly news, free resources, webinars, and special course discounts when you join my mailing list: https://veronicawasek.kit.com/content Free resource: Use my Smart Review Checklist to spot problems fast and win more cleanup clients in only 15 minutes: https://bit.ly/5mb-smartreview Recommended Resource: Stop working for free & get paid to diagnose messy QuickBooks Online files with my QBO Paid Diagnostic Review System: https://bit.ly/5mb_diagnostic Learn with 5MB Academy: Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\ **Save 10% on all courses using discount code TENOFF at checkout** Recommended Apps & Partners: **Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper). Get 20% off the first 3 months by signing up with this link: https://keeper.app/?via=veronicawasek Find all of my favorite tools and affiliate recommendations in one place: https://bit.ly/5MB-recommended-partners Follow Me on Social Media: Facebook:   / 5minutebookkeeping   Instagram:   / 5minutebookkeeping   Disclaimer: The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation. Copyright: © 2025 Veronica Wasek – 5MB LLC. All rights reserved. **Disclosure: I may earn a small commission if you purchase through these links, at no extra cost to you. I only recommend tools and affiliate partners I trust. #VeronicaWasek, #5MinuteBookkeeping, #5MBAcademy, #QuickBooksOnline, #QBOCleanup, #BookkeepingCleanup, #DiagnosticReview, #BookkeeperTips, #BookkeepingBusiness, #SmallBusinessAccounting