Are you looking to add more bookkeeping clients? Do you wish you had a reliable system for turning 15-minute free QuickBooks reviews into paying clients? My Smart Review System for getting bookkeeping clients does exactly that. Let me show you how it works. Check out the short video below or keep reading to discover how I do it.
Click on the video below to watch: My Smart Review System for getting bookkeeping clients
In a related blog post, I shared the how-to’s of my Smart Review for reviewing my clients’ books in about 15 minutes. To visit that post, click here, and if you haven’t already done so, sign up for the free Smart Review Checklist. Once you have the free checklist, follow this 3 step process for getting bookkeeping clients.
My 3 step process for using my Smart Review System to go from a free review to a paying client:
#1: Perform a Smart Review
Use the Smart Review System to do a complimentary 15-minute review of QuickBooks for a prospect or an existing client you’re not yet doing books for (maybe a DIY training or coaching client).
#2: Share your recommendations
As you go through the Smart Review with your client, you can point out red flag areas that could indicate a problem (you’ll see what these are in the Smart Review Checklist). This will either be something that needs to be fixed or something that requires a more in-depth review of the books to diagnose and correct.
#3: Offer solutions
Based on what you find in your review, let them know the next logical step and provide your pricing to take care of it for them. I typically go with a more in-depth, paid diagnostic review so I can identify problems in detail and get a scope of the clean-up or catch up work needed. From there, I can quote an accurate price for the clean-up work.
Closing
I hope that my Smart Review System for getting bookkeeping clients is helpful to you. Make sure that you check out my VIDEO (linked here) where I show you how to go through the checklist step-by-step and review your clients’ books.
If this content is helping you, make sure that you like, share, subscribe to my YouTube channel: 5 minute bookkeeping, and drop a comment if you have any questions on getting more bookkeeping clients.