That “quick” cleanup quote might be costing you more than it’s worth.

When a prospect says, “It should be simple,” it’s tempting to give a fast quote and get started. But too often, those projects unravel leading to hidden chaos, unclear records, and hours of unpaid work.

If you’re quoting based on what the client thinks is needed, instead of what’s really required, you’re setting your firm up for scope creep and financial losses.

This episode breaks down how to slow down your quoting process without losing the client and why the paid diagnostic is a key part of that.

You’ll take away:

✔️ A smarter way to assess cleanup projects before pricing

✔️ How to introduce a paid diagnostic that builds trust and sets expectations

✔️ The long-term ROI of qualifying thoroughly before quoting

Cleanup work should boost profitability, not drain it.

Watch this episode to strengthen your process and start turning cleanups into high-value opportunities.

📘 Free Guide for Accountants: Want to double your income while working fewer hours? Download “Get Paid What You’re Worth,” my free 43-page guide for accountants and bookkeepers: 👉 https://businesssuccesssolution.com/worth

🔔 Subscribe for weekly accounting firm growth strategies: https://podcasters.spotify.com/pod/show/loren-fogelman2

#cleanupprojects #scopecreep #diagnosticreview #pricingstrategy #accountingprofitability