What is a Paid Diagnostic Review and Why Every Bookkeeper Needs One скачать в хорошем качестве

What is a Paid Diagnostic Review and Why Every Bookkeeper Needs One

Are you a bookkeeper tired of undercharging and overwhelmed by messy QuickBooks Online (QBO) files? In this video, I’ll break down what a Paid Diagnostic Review is, why it’s a total game-changer for bookkeepers, and how it can help you get paid before taking on any cleanup or catch-up work. ✅ Learn how to: • Assess messy QBO files before committing • Get paid for your time and expertise • Deliver a clear report of findings and service recommendations • Qualify better clients who value your services • Avoid pricing mistakes and costly surprises A Paid Diagnostic Review is the first step in a profitable QBO cleanup process—and it positions you as a trusted expert instead of just a bookkeeper. Want my free Smart Review Checklist? Grab it here and learn how to review a QBO file in just 15 minutes: https://bit.ly/5mb-smartreview ----------------------- Chapters: 0:00 What is a paid diagnostic review, and why does every bookkeeper need one? 0:22 Paid diagnostic review 0:42 Introduction 1:28 Why every bookkeeper needs a paid diagnostic review 1:34 It protects you from surprises 1:53 It positions you as the specialist 2:15 It builds trust and confidence with the client 3:10 What does a QBO paid diagnostic review include? 3:20 Reconciliation of the balance sheet to the tax return 3:29 Profit and loss accounts 3:36 Chart of accounts 4:01 Why should this be a paid service? 4:47 It's about setting yourself up for success as a bookkeeper 5:16 Are you currently doing paid diagnostic reviews? 5:25 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/fbgroupvw 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://doublehq.com/?via=veronicawasek Find all of my favorite tools and affiliate recommendations in one place: https://veronicawasek.com/recommended... Follow Me on Social Media: Facebook:   / veronicawasek   Instagram:   / veronicawasek   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