[Webinar Recording] 3 Key Tasks Before Taking On a QBO Cleanup

It can be intimidating to take on your clients' huge QuickBooks Online messes, especially when you have no idea what's wrong with the books. You're left feeling like you're in over your head before you've even started. The project could end up taking way more time than you expected and if you are pricing by the hour, your client might get sticker shock when they finally get your invoice and refuse to pay what they owe you.
Instead, what if you could learn proven strategies for using a paid diagnostic review to get a clear scope of work before taking on a cleanup project and give your client upfront pricing for the clean up and additional services?
In this recording, I share 3 must-do's for every bookkeeper before taking on a clean up, so you can confidently tackle even the biggest QBO messes and get paid what you're worth.
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