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After doing hundreds of cleanups, the number one tool that I have used consistently and that has led to profitable cleanups and also providing additional services to my clients is the paid diagnostic review. I'll explain what the paid diagnostic review is and how you can use it effectively for your bookkeeping business. Learn more about my QBO Paid Diagnostic Review Course http://bit.ly/5mb_diagnostic ------------------------------------- Chapters: 0:00 Introduction 0:40 What's a cleanup? 1:04 Challenges with cleanup projects 1:40 Goals of the paid diagnostic review 2:31 Offering the paid diagnostic review to prospective clients 3:15 Script for offering the paid diagnostic review 3:29 Diagnostic review workflow basics 3:46 Performing the diagnostic review 4:25 Excerpt of the diagnostic review checklist 5:12 Report of findings and recommendations 5:37 Recommend additional services to the client 5:58 Resources -------------------------------------------- Remember to subscribe so you get all my latest videos as soon as they come out! Check the links below for more info and helpful resources. Download my free Virtual Bookkeeper's Toolbox: https://bit.ly/3PyAI9Z Review your client's books in just 15 minutes - sign up for my QBO Smart Review Checklist: https://bit.ly/3zzrl4k Save time and trouble cleaning up the messiest QBO files with the QBO Colossal Cleanup Checklist: https://bit.ly/3PBZdCZ Get notified about all my latest content, webinars, courses, and more: https://veronicawasek.ck.page/content Join my Facebook community of virtual bookkeepers to find support and get your questions answered: http://bit.ly/2Am1lLQ Check out my online academy for virtual bookkeepers to find amazing, free training resources as well as full courses on everything from pricing your services to virtual bookkeeping workflows. See what we've got for you right now at: https://5MBacademy.com Follow me on Instagram @5minutebookkeeping for bookkeeping tips, inspiration, and some behind-the-scenes looks at what we're up to: / 5minutebookkeeping **Manage client communications and bookkeeping workflows with ease using the Keeper app. Get 20% off the first 3 months by signing up with this link: https://keeper.app/?via=veronicawasek Recommended playlists: Successful Virtual Bookkeeping Business: http://bit.ly/37rCAur QuickBooks Online cleanup & diagnosis: http://bit.ly/2ZFOQVL E-commerce accounting for Shopify sellers: http://bit.ly/36SDaRV **Affiliate link Copyright 2022 5MB LLC