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Bookkeepers: How to Price QuickBooks Cleanups Without Guessing

Veronica Wasek

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Bookkeepers: How to Price QuickBooks Cleanups Without Guessing

1 006 просмотров · 3 недели назад
Veronica Wasek
53,9 тыс. подписчиков
1 006 просмотров · 3 недели назад
In this video I walk you through how I learned to price QuickBooks Online (QBO) cleanups without relying on complicated calculators, focusing on three areas: mindset, pricing methods, and monitoring results. I share the fears I experienced around pricing (overcharging, undercharging, comparing myself to others) and how they led to overthinking, delays, and doing work for free, then I explain the mindset shifts that helped me simplify pricing, accept mistakes, and practice saying and writing prices confidently. I break down cleanup pricing approaches—hourly, blocks of hours, pricing by transaction count, and pricing by number of months times my monthly bookkeeping rate—along with why a diagnostic review matters and why I focus clients on the desired outcome. I also cover getting paid in advance (often weekly), giving price ranges, and tracking hours to refine profitability over time. Subscribe for more training on QuickBooks Online cleanups, paid diagnostic reviews, cleanup pricing, scoping, and building profitable bookkeeping services. Free resource: Use my Smart Review Checklist to spot problems fast and win more cleanup clients in only 15 minutes: https://bit.ly/5mb-smartreview --------------------------- Chapters: 0:00 Introduction 4:00 Fear & Emotions Around Pricing 6:33 Lessons Learned About Pricing 12:36 How to Talk About Pricing 16:10 Methods for Pricing Cleanups 17:37 Pricing by the Hour 19:58 Block of Hours 22:13 Pricing by Number of Transactions 24:57 Months × Monthly Bookkeeping Price 27:48 Mark Up or Down? 29:30 Pricing & Payment Tips 36:34 Monitoring Your Profitability Rates 42:21 Learning From Mistakes 44:40 Recap & Closing Subscribe: Never miss a new video! Subscribe here:    / @veronicawasekui   Join my Free Community: Get support, tips, and connect with 25,000+ bookkeepers in my free FaceBook community: https://bit.ly/fbgroupvw Join My Mailing List: Stay in the loop with my monthly news, free resources, webinars, and special course discounts when you join my mailing list: https://veronicawasek.kit.com/content Free resource: Use my Smart Review Checklist to spot problems fast and win more cleanup clients in only 15 minutes: https://bit.ly/5mb-smartreview 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 Learn with 5MB Academy: Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\ **Save 10% on all courses using discount code TENOFF at checkout** Recommended Apps & Partners: **Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper) app. Get 20% off the first 3 months by signing up with this link: https://doublehq.com/?via=veronicawasek Find all of my favorite tools and affiliate recommendations in one place: https://veronicawasek.com/recommended... Follow Me on Social Media: Facebook:   / veronicawasek   Instagram:   / veronicawasek   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: © 2026 Veronica Wasek – 5MB LLC. All rights reserved. **Disclosure: I may earn a small commission if you purchase through these links, at no extra cost to you. I only recommend tools and affiliate partners I trust. #VeronicaWasek, #5MBAcademy, #QuickBooksOnline, #QBOCleanup, #BookkeepingCleanup, #DiagnosticReview, #BookkeeperTips, #BookkeepingBusiness, #SmallBusinessAccounting