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Accounting Firm Growth Strategies

What to Charge for a Paid Diagnostic Review

Accounting Firm Growth Strategies · 2025-07-28 · 15 min

Episode notes

Are you charging enough for your diagnostic reviews or giving away your time? When cleanup projects start with a guess, not a process, your time and profits take the hit. In this episode, you’ll learn how to confidently price a paid diagnostic so you're no longer overdelivering for free. 00:00 - Why quoting cleanups without a diagnostic backfires 01:42 - The paid diagnostic review: what it is and why it matters 03:55 - Case study: how Stacy lost time and profit on a cleanup 06:17 - What to charge for a paid diagnostic review 08:22 - How complexity influences your diagnostic pricing 10:14 - What to include in a diagnostic (and what to leave out) 12:38 - How David increased revenue by charging for diagnostics Discover how a properly scoped diagnostic protects your boundaries, helps you qualify better clients, and sets the stage for profitable engagements. In this episode, you’ll learn: ️ What to charge for a diagnostic based on client complexity ️ How to explain the value so clients say yes ️ Why charging a diagnostic fee leads to quality clients Stop giving away your expertise. Start getting paid for it. Watch now to price a paid diagnostic review and protect your profits.

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