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QBO Cleanup Estimator — cleanup pricing AI prompt, QBO Cleanups

Scope and price a QuickBooks Online cleanup with confidence — using your own rates, not someone else's. This prompt walks you through a structured diagnostic across eight key reports, counts the reconciliations, flags which add-on services apply, and calculates the estimate. It then produces two documents: a clean, client-facing Scope of Services you can brand as your own, and an internal working document with your full pricing rationale.

 

Works in any AI tool. Includes the prompt doc, sample outputs, and a bonus .md version formatted for Claude users. Built by a bookkeeper with Advanced QBO ProAdvisor certification and 20+ years of bookkeeping experience.

QBO Cleanup Estimator

$27.00Price
    • The full QBO Cleanup Estimator prompt (.docx) — fill in your own pricing ranges, then copy and paste into ChatGPT, Claude, Gemini, or any AI assistant
    • Bonus Claude Skill file (.md) for Claude users who want it installed as a skill
    • Delivered as a single .zip download, available immediately after purchase

    This is a guide that walks you through scoping and pricing a QuickBooks Online cleanup using your own rates — you set all pricing; it never assumes a price. Works in any AI tool.

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