Veronica, thank you for so generously sharing your knowledge. It's helped me out of a few glitches!
@5MinuteBookkeeping Жыл бұрын
You're welcome!
@leeanncrockett82355 жыл бұрын
As usual, Veronica does an excellent job of "schooling" us bookkeepers on what we should be doing! Thank you Veronica -- I purchased the comprehensive program and it is so worth the investment! Blessings.
@5MinuteBookkeeping5 жыл бұрын
Thank you so much Lee Ann!
@goldengriffon Жыл бұрын
Agreed. I purchased her full Diagnostic Review course, and it will pay for itself with my first client.
@ladyaries51692 жыл бұрын
Thank you for sharing your talent for free. God Bless!
@5MinuteBookkeeping2 жыл бұрын
You are so welcome, Arlene. God bless you too!
@sharonmiller94075 жыл бұрын
This is excellent! You are so thorough - I really appreciate it!
@5MinuteBookkeeping5 жыл бұрын
Thanks!
@BethAnnesBest5 жыл бұрын
This is a great list and checklist!! Thank you for doing this.
@5MinuteBookkeeping5 жыл бұрын
You're welcome Beth Anne!
@omomoschool9305 ай бұрын
Thanks, Veronica! It is really helpful.
@5MinuteBookkeeping5 ай бұрын
Glad it was helpful!
@gabysankovich23145 жыл бұрын
Thanks for sharing this!!!
@5MinuteBookkeeping5 жыл бұрын
You're welcome Gaby!
@alyssajanezata16511 ай бұрын
very helpful indeed!
@5MinuteBookkeeping11 ай бұрын
Thank you!
@Rochellek884 жыл бұрын
Do you do this after your discovery call but before engaging the client for the more in depth paid diagnoatic review? What is your goal with this quick check? Is your in depty review these same things but digging in to each of the issues, or would you not do that until you are actually doing the cleanup? Jusy trying to understand where this step fits in to your process?
@5MinuteBookkeeping4 жыл бұрын
The goal of this quick check is to establish authority and to let the prospect know that there are issues that need to be reviewed further. I try to do it during the discovery call. The Paid Diagnostic Review is a much more in-depth process that allows me to diagnose what's wrong with the client's books and to provide them with a report of findings and recommendations. It also allows me to price additional services (clean up or catch up) upfront.
@lamiaaitbouskri2783 жыл бұрын
Thank you so much
@5MinuteBookkeeping3 жыл бұрын
You're most welcome
@greggh5 жыл бұрын
What price range and time frame would you give a client after this? Would you even give them an estimate at this point? Or would you tell them you have to have a deeper look first?
@5MinuteBookkeeping5 жыл бұрын
I normally sell a paid diagnostic review. It starts at $500. By doing the paid diagnostic review, I am able to do a full assessment of the books. I also give the client a report of findings as well as pricing for doing the clean up/catch up.
@luxurytaxprep2 жыл бұрын
@@5MinuteBookkeeping are you doing this 15 min review on the initial discovery call?
@BooktotheFuture-LLC Жыл бұрын
Thank you for sharing! Just an FYI, the link to the checklist no longer works. Still, much appreciated!
@5MinuteBookkeeping Жыл бұрын
Thanks for letting me know. I just updated the link. You can get it here bit.ly/5mb-smartreview
@abemanning32304 жыл бұрын
Hi Ms. Veronica. Thank you very much for your videos. I learned a lot. I understand on the auto adjustment column that need to be checked..how about on the "Changes" column, do i need to check those if there is amount showing there? Where this amount come from?
@5MinuteBookkeeping4 жыл бұрын
My 15 minute review is a short review. I don't check for everything. I provide a paid diagnostic review in which I do an extensive review. I have a playlist in my KZbin channel called "Diagnosis QuickBooks Online" - which goes into some of the areas that I review.
@abemanning32304 жыл бұрын
Ok. I will check it out. Thank you very much..
@amberwhite18465 жыл бұрын
How do you take on clients who do not use QuickBooks, or have not kept their books in any program or by any method other than paper?
@5MinuteBookkeeping5 жыл бұрын
I normally work with "ideal clients" and my ideal clients are already using QuickBooks. First, decide whether a client who hasn't kept their books is an ideal client for you. If they are, then I would charge a fee to review what they have been maintaining to track the financials (like Excel). Ultimately, you would have to set them up in QuickBooks.
@KyleWilliamsMusic15 жыл бұрын
Is bookkeeping a dying business?
@5MinuteBookkeeping5 жыл бұрын
Bookkeeping is not a dying business as long as it continues to evolve. Bookkeepers are a dying breed if they don't leverage technology and if they don't focus on adding value to clients. What do you think, Kyle? Is bookkeeping a dying business?