Paid diagnostic Review: every bookkeeper's weapon for taking on a big QBO cleanup

[@stevemyers2092]

you are the best - i am starting up a bookkeeping/accounting service and your videos are going to be required viewing for my CPA's and Senior Accountant/Managers. Thank you very much for your experience sharing and your professional/down home presentation(s). You are appreciated. Steve M.

[@5MinuteBookkeeping]

Thank you so much, Steve!

[@miriamofsanik981]

I clicked on this as I'm MANY hours in to a clean-up. My 1st client, my 1st cleanup. YIKES! I love a good challenge but I did not assess the proper payment. Thank you for your ideas!

[@5MinuteBookkeeping]

You're welcome, Miriam.

[@darlenewallace1390]

Your one of the best in this industry and I have learned quite a bit from you. I, too, enjoy your short videos.

[@5MinuteBookkeeping]

Thank you, Darlene. I appreciate your comments.

[@billallen1594]

Very clear. Thank you Veronica 👍

[@5MinuteBookkeeping]

You’re welcome 😊

[@rhodabookkeeping]

Thank you! Your videos are short, sweet, and awesome

[@5MinuteBookkeeping]

Glad you like them!

[@danielm.wekesa809]

Great info! Cleanup process explained with simplicity. Thanks dear Veronica.

[@5MinuteBookkeeping]

Glad it was helpful!

[@yolandaosborne1848]

Really great tips 👌

[@5MinuteBookkeeping]

Glad you like them!

[@bigshel1963]

I've just discovered your content, and it's really helpful and informative. How do you price your paid diagnostic review? Do you offer a rebate on the cost of the review once they sign a contract for your services based on your recommendations?

[@5MinuteBookkeeping]

Hi. So glad you found me. I started pricing diagnostic reviews at $597 for a year. I am now charging $997. I don't credit the amount of the paid diagnostic review toward other services but other people do. It's totally up to you.

[@noelvisramirezaccounting]

Love it

[@5MinuteBookkeeping]

Thank you!

[@davidnalbandyan4255]

I like your short videos

[@5MinuteBookkeeping]

Thank you!

[@Violetjade74]

Thank you!

[@5MinuteBookkeeping]

You're welcome.

[@Ariosotrio]

Thanks for this video, Veronica. Super helpful. What are your thoughts on discounting the amount of the diagnostic review if they sign on for a cleanup job?

[@5MinuteBookkeeping]

Hi. I sometimes apply the amount of the diagnostic review to the onboarding fee if they sign up for recurring services. It's up to you and whether you think it will incentivize your client to sign up for services.

[@thekreport3270]

Howed you format those cells? Was that done in Word or Excel?

[@5MinuteBookkeeping]

The diagnostic checklist was done in Excel.

[@danielm.wekesa809]

Please elaborate on the Affiliate Link? Thanks.

[@5MinuteBookkeeping]

Hi Daniel. Which affiliate link are you referring to?

[@danielm.wekesa809]

@@5MinuteBookkeeping There is that section that simply says "** Affiliate Link"! Just above the last words "Copyright 2022 5MB LLC".

[@danielm.wekesa809]

Or is it referring to the this -> (**Special discount: Get 50% off the monthly price of QuickBooks Online for the first 3 months with this link: )

[@5MinuteBookkeeping]

@@danielm.wekesa809 That is referring to the link I shared directly above it - it's my affiliate link to purchase QBO. It's customary to disclose when we share affiliate links.