How I review my clients' QuickBooks in 15 minutes

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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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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: bit.ly/37t1j52
Save time and trouble cleaning up the messiest QBO files with the QBO Colossal Cleanup Checklist: bit.ly/cleanup_checklist
Get notified about all my latest content, webinars, courses, and more: veronicawasek.ck.page/content
Join my Facebook community of virtual bookkeepers to find support and get your questions answered: 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: 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: keeper.app/?via=veronicawasek
Recommended playlists:
Successful Virtual Bookkeeping Business: bit.ly/37rCAur
QuickBooks Online cleanup & diagnosis: bit.ly/2ZFOQVL
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Copyright 2022 5MB LLC

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Опубликовано:

14 июл 2024

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Комментарии : 37

@jaynefranzinoromero5877 Год назад

Veronica, thank you for so generously sharing your knowledge. It's helped me out of a few glitches!

@5MinuteBookkeeping Год назад

You're welcome!

@sharonmiller9407 4 года назад

This is excellent! You are so thorough - I really appreciate it!

@5MinuteBookkeeping 4 года назад

Thanks!

@leeanncrockett8235 4 года назад

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.

@5MinuteBookkeeping 4 года назад

Thank you so much Lee Ann!

@goldengriffon Год назад

Agreed. I purchased her full Diagnostic Review course, and it will pay for itself with my first client.

@BethAnnesBest 4 года назад

This is a great list and checklist!! Thank you for doing this.

@5MinuteBookkeeping 4 года назад

You're welcome Beth Anne!

@ladyaries5169 2 года назад

Thank you for sharing your talent for free. God Bless!

@5MinuteBookkeeping 2 года назад

You are so welcome, Arlene. God bless you too!

@omomoschool930 4 месяца назад

Thanks, Veronica! It is really helpful.

@5MinuteBookkeeping 4 месяца назад

Glad it was helpful!

@gabysankovich2314 4 года назад

Thanks for sharing this!!!

@5MinuteBookkeeping 4 года назад

You're welcome Gaby!

@alyssajanezata165 10 месяцев назад

very helpful indeed!

@5MinuteBookkeeping 10 месяцев назад

Thank you!

@lamiaaitbouskri278 3 года назад

Thank you so much

@5MinuteBookkeeping 3 года назад

You're most welcome

@abemanning3230 4 года назад

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?

@5MinuteBookkeeping 4 года назад

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 RU-vid channel called "Diagnosis QuickBooks Online" - which goes into some of the areas that I review.

@abemanning3230 4 года назад

Ok. I will check it out. Thank you very much..

@Rochellek88 4 года назад

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?

@5MinuteBookkeeping 4 года назад

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.

@greggh 4 года назад

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?

@5MinuteBookkeeping 4 года назад

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.

@luxurytaxprep 2 года назад

@@5MinuteBookkeeping are you doing this 15 min review on the initial discovery call?

@BooktotheFuture-LLC Год назад

Thank you for sharing! Just an FYI, the link to the checklist no longer works. Still, much appreciated!

@5MinuteBookkeeping Год назад

Thanks for letting me know. I just updated the link. You can get it here bit.ly/5mb-smartreview

@amberwhite1846 4 года назад

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?

@5MinuteBookkeeping 4 года назад

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.

@KyleWilliamsMusic1 4 года назад

Is bookkeeping a dying business?

@5MinuteBookkeeping 4 года назад

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?