How I review my clients' QuickBooks in 15 minutes
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- Опубликовано: 9 июл 2024
- I show you my quick and easy method for reviewing my clients' books in just 15 minutes.
Review your client's books in just 15 minutes - sign up for my QBO Smart Review Checklist: bit.ly/5mb-smartreview
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Recommended playlists:
Successful Virtual Bookkeeping Business: bit.ly/37rCAur
QuickBooks Online cleanup & diagnosis: bit.ly/2ZFOQVL
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Veronica, thank you for so generously sharing your knowledge. It's helped me out of a few glitches!
You're welcome!
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.
Thank you so much Lee Ann!
Agreed. I purchased her full Diagnostic Review course, and it will pay for itself with my first client.
This is excellent! You are so thorough - I really appreciate it!
Thanks!
This is a great list and checklist!! Thank you for doing this.
You're welcome Beth Anne!
Thank you for sharing your talent for free. God Bless!
You are so welcome, Arlene. God bless you too!
Thanks, Veronica! It is really helpful.
Glad it was helpful!
Thanks for sharing this!!!
You're welcome Gaby!
very helpful indeed!
Thank you!
Thank you so much
You're most welcome
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?
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 RUclips channel called "Diagnosis QuickBooks Online" - which goes into some of the areas that I review.
Ok. I will check it out. Thank you very much..
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?
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.
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?
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.
@@5MinuteBookkeeping are you doing this 15 min review on the initial discovery call?
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?
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.
Thank you for sharing! Just an FYI, the link to the checklist no longer works. Still, much appreciated!
Thanks for letting me know. I just updated the link. You can get it here bit.ly/5mb-smartreview
Is bookkeeping a dying business?
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?