What is a Paid Diagnostic Review and Why Every Bookkeeper Needs One

Are you a bookkeeper tired of undercharging and overwhelmed by messy QuickBooks Online (QBO) files? In this video, I’ll break down what a Paid Diagnostic Review is, why it’s a total game-changer for bookkeepers, and how it can help you get paid before taking on any cleanup or catch-up work.

✅ Learn how to:
• Assess messy QBO files before committing
• Get paid for your time and expertise
• Deliver a clear report of findings and service recommendations
• Qualify better clients who value your services
• Avoid pricing mistakes and costly surprises

A Paid Diagnostic Review is the first step in a profitable QBO cleanup process—and it positions you as a trusted expert instead of just a bookkeeper.

Want my free Smart Review Checklist?
Grab it here and learn how to review a QBO file in just 15 minutes: https://bit.ly/5mb-smartreview
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Chapters:
0:00 What is a paid diagnostic review, and why does every bookkeeper need one?
0:22 Paid diagnostic review
0:42 Introduction
1:28 Why every bookkeeper needs a paid diagnostic review
1:34 It protects you from surprises
1:53 It positions you as the specialist
2:15 It builds trust and confidence with the client
3:10 What does a QBO paid diagnostic review include?
3:20 Reconciliation of the balance sheet to the tax return
3:29 Profit and loss accounts
3:36 Chart of accounts
4:01 Why should this be a paid service?
4:47 It's about setting yourself up for success as a bookkeeper
5:16 Are you currently doing paid diagnostic reviews?
5:25 Closing and resources

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Recommended Resource:
Stop working for free & get paid to diagnose messy QuickBooks Online files with my QBO Paid Diagnostic Review System: https://bit.ly/5mb_diagnostic

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Disclaimer:
The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation.

Copyright:
© 2025 Veronica Wasek – 5MB LLC. All rights reserved.

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