Paid Diagnostic Review: The Secret to Tackling Big QBO Cleanups скачать в хорошем качестве

Paid Diagnostic Review: The Secret to Tackling Big QBO Cleanups

After doing hundreds of cleanups, the number one tool that I have used consistently and that has led to profitable cleanups and also providing additional services to my clients is the paid diagnostic review. I'll explain what the paid diagnostic review is and how you can use it effectively for your bookkeeping business. Learn more about my QBO Paid Diagnostic Review Course http://bit.ly/5mb_diagnostic ------------------------------------- Chapters: 0:00 Introduction 0:40 What's a cleanup? 1:04 Challenges with cleanup projects 1:40 Goals of the paid diagnostic review 2:31 Offering the paid diagnostic review to prospective clients 3:15 Script for offering the paid diagnostic review 3:29 Diagnostic review workflow basics 3:46 Performing the diagnostic review 4:25 Excerpt of the diagnostic review checklist 5:12 Report of findings and recommendations 5:37 Recommend additional services to the client 5:58 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 Keeper app. 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