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

$27.00

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.
Use these prompts only in a business or enterprise-tier AI account with data protections enabled — not a free or personal AI account. You are responsible for protecting client confidentiality: follow your own data-security obligations and avoid entering personally identifiable or sensitive client information into any AI tool.
These prompts are provided as guidance tools only. They do not constitute accounting, tax, or legal advice, and QBO Cleanups, LLC is not responsible for how they are used or for any outcomes resulting from their use. You remain responsible for reviewing and verifying all work in QuickBooks Online.

QBO Cleanup Estimator

What's Included

License & Use

Important — Data Security & Disclaimer