🔍Perform a paid diagnostic review to assess the health of the client's QuickBooks data.
📊Diagnose problems and assess the scope of work required for the cleanup project.
💰Charge clients for the diagnostic review to ensure compensation for your time and expertise.
Why is it important to perform a diagnostic review before starting a cleanup project?
—A diagnostic review allows you to assess the client's data and diagnose any problems, which helps determine the scope of work and estimate the time required for the cleanup project.
How should bookkeepers charge clients for a diagnostic review?
—Bookkeepers should charge a fixed fee or an hourly rate for the diagnostic review, depending on their pricing structure. It is important to communicate the cost to the client upfront and explain the value they will receive from the review.
What are the benefits of performing a diagnostic review as a bookkeeper?
—Performing a diagnostic review allows you to identify any issues or discrepancies in the client's data, set realistic expectations for the cleanup project, and ensure you are compensated for your expertise and time.
00:13Perform a paid diagnostic review to assess the health of the client's QuickBooks data.
02:30Diagnose problems and assess the scope of work required for the cleanup project.
05:15Charge clients for the diagnostic review to ensure compensation for your time and expertise.
