Diagnosing messy QBO files feels overwhelming...

Have you ever opened a client’s QuickBooks Online file and thought, “Where do I even begin?” You're not alone. Most QBO files from DIY business owners are full of errors, duplicates, and chaos. And worse—you're expected to clean it all up… for free?

  • You're not sure if the client made mistakes or just how bad they might be.

  • The books are a mess and you're not sure where to start or how to even begin to price for a cleanup.

  • You don't want to miss anything (who needs surprises later on?) but you don't want to spend hours on a diagnostic review that may not even result in a new client.

Imagine how much easier it would be if you had a proven system for reviewing reviewing and diagnosing messy QBO files.

  • Say goodbye to free reviews and hours of wasted time.

  • Review books faster without missing a thing.

  • Get a complete picture of your clients' books BEFORE you start an engagement.

  • Create massive value for your clients and offer targeted cleanup and bookkeeping packages.

  • Turn reviews into profitable cleanups and ongoing monthly clients more often.

    • This isn't just an internal checklist for diagnosing books, it's a step-by-step diagnostic system that helps you identify problems, present your findings to your client, and move them one step closer to an ongoing engagement!


    The QBO Paid Diagnostic Review System:

    • Shows you where to start and what to look for so you don't miss anything

    • Gives you the EXACT diagnostic workflows and sets you up for success

    • Lets you get PAID for diagnostic reviews so your time is never wasted, even if you don't sign the client

    • Gives you a simple, reliable way to engage with new prospects, taking the fear out of selling

    • Increases your chances of turning prospects into profitable recurring clients

    This course will give you a proven system for diagnosing a client's QBO so that you can quickly turn a prospect into a long-term client, all without working for free.

    • Stop spending time and energy on incomplete, improvised reviews for clients

    • Quit doing diagnostic reviews for free just to get an idea of what you’re working with

    • Find out EXACTLY what's going in a client's books before you start an engagement

    • Dial in the scope of the engagement so you can price it perfectly

    • Follow a structured checklist to uncover issues in your client’s file (and never miss a red flag)

    • Follow done for you scripts so you can talk to your client with confidence

    Here's what's inside:

  • Over 40 videos where I walk you through each step.

  • Template of the comprehensive diagnostic review checklist I developed to help you stay on track.

  • Template of the report of findings and recommendations to present your findings like a pro.

  • Sample engagement letter for the diagnostic review to save you time.

  • Sample of a completed diagnostic review checklist to see exactly how to fill it out.

  • Sample report of findings and recommendations so you can clearly communicate with your new client.

  • A comprehensive QuickBooks Online diagnosis chart - a valuable tool you can reference to help you uncover the biggest QBO problems.

  • My proven sales process and scripts for exactly what to say to offer the diagnostic review to a client.

  • Strategies for pricing the diagnostic review and cleanup work.

    • Bonuses

    Done for you scripts and community support

    • Bonus #1

      A word-for-word script of exactly what to say to offer a paid diagnostic review to a prospective client.

    • Bonus #2

      A done for you script with exactly what to say to present the report of findings and proposed services to your client.

    • Bonus #3

      Membership in our private student community on Facebook for one year. Ask questions and get support.

    What others are saying...


    Meet Veronica

    Unstoppable Introvert

    Hi, My name is Veronica Wasek, an entrepreneur, accountant, mentor, and educator. I am a Certified Public Accountant, and Advanced QuickBooks Online ProAdvisor. I founded Mavency, a successful virtual bookkeeping and consulting business serving e-commerce clients. I am also the founder of 5 Minute Bookkeeping. I've been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer.

    But before all that, I was struggling to succeed in my bookkeeping business, after a layoff...in the middle of a recession. Yes, it was stressful but I knew I had to find systems and better ways of working to optimize my time while creating huge value for my clients. Now, I'm sharing those systems with you, so you can cut out years of trial and error and make a giant leap forward in your business.

    My goal is to help virtual bookkeepers become confident business owners. As much as I love accounting and technology, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving business without the guesswork.
    Veronica Wasek

    Not sure if QBO Paid Diagnostic Review System is right for you?

    • If your goal is to start or grow a virtual bookkeeping firm or add bookkeeping to your accounting practice, then we're a perfect fit.

    • If you want a simple, streamlined way to review new clients' books so you know what to expect and what to charge, this system has what you're looking for.

    • If you're afraid to take on new clients because you don't want to step into a mess, or you're currently wasting a lot of time doing reviews for free, this system will help you.

    Don’t let another day - or even another single client - go by without a proven system for reviewing books and turning that review into a new client.

    All that guesswork and reinventing the wheel with each new review is a huge drain on your time, your energy, and your profitability.

    Get the proven system that puts an end to all that.

    Course curriculum

      1. 0-1 Welcome

      2. 0-2 Getting the most out of this course

      3. 0-3 Copyright and information about the course resources and forms provided - please read

      4. Join the student community | ask questions about this course

      5. The 5MB Academy for virtual bookkeepers and accountants (and 10% discount code)

      1. 1-Introduction by Veronica Wasek

      2. 1-0 Lesson 1 - PDF of video lessons

      3. 1-1 Lesson Outline and Goals

      4. 1-2 The Diagnostic review - what is it and why is it valuable?

      5. 1-3 Pricing a diagnostic review

      6. 1-4 Naming your service

      7. 1-4A Using ChatGPT for brainstorming service name ideas

      8. 1-5 The selling process

      9. 1-6 When is a client really a client?

      10. 1-7 Diagnostic review workflow - basics

      11. 1-8 Action plan

      12. 1-9 Resources: Diagnostic Review sales conversation script

      13. 1-10 Resources: Diagnostic Review - sample engagement letter (downloadable)

      14. 1-11 Resources: Items needed to perform the diagnostic review

      15. 1-12 Resources: QBO Diagnostic Review - Workflow basics

      16. 1-13 Suggested pricing for the diagnostic review

      1. 2-Introduction by Veronica Wasek

      2. IMPORTANT NOTE ABOUT THE DIAGNOSTIC REVIEW CHECKLIST

      3. 2-1 Video: walk-thru the diagnostic review checklist (OLD VERSION)

      4. 2-2 Resource: Diagnostic review checklist - Template (OLD VERSION)

      5. 2-3 Video: walk-thru the diagnostic review checklist (NEW VERSION)

      6. 2-4 Resource: Diagnostic review checklist - Template (NEW VERSION)

      1. 3-Introduction by Veronica Wasek

      2. 3-1 What we'll cover in Lesson 3

      3. 3-1A Updates to QBO

      4. 3-2 Diagnostic review demo - Company info and tax return reconciliation

      5. 3-3 Diagnostic review demo - Banking part 1

      6. 3-4 Diagnostic review demo - Banking part 2

      7. 3-5 Diagnostic review demo - Undeposited Funds

      8. 3-6 Diagnostic review demo - Profit & Loss - Income

      9. 3-7 Diagnostic review demo - Profit & Loss - Cost of Goods Sold

      10. 3-8 Diagnostic review demo - Profit & Loss - Expenses

      11. 3-9 Diagnostic review demo - Profit & Loss - Other Income/Other Expense/Class Tracking/Unapplied Cash Payments

      12. 3-10 Diagnostic review demo - Balance Sheet - Assets

      13. 3-11A Diagnostic review demo - Balance Sheet - Liabilities part 1

      14. 3-11B Diagnostic review demo - Balance Sheet - Liabilities part 2

      15. 3-12 Diagnostic review demo - Balance Sheet - Equity

      16. 3-13 Diagnostic review demo - A/R and A/P - Cash basis

      17. 3-14 Diagnostic review demo - Balance Sheet Findings and Recommendations

      18. 3-15 Diagnostic review demo - A/R and A/P aging reports

      19. 3-16 Diagnostic review demo - Chart of Accounts / Products & Services List

      20. 3-17 Diagnostic review demo - Payroll

      21. 3-18 Diagnostic review demo - Inventory

      22. 3-19 Diagnostic review demo - Sales Tax

      23. 3-20 Walk-thru of completed NEW diagnostic review checklist - Modern Global

      24. 3-21 Resource: Completed NEW Diagnostic Review Checklist - Modern Global

      25. 3-22 Action plan

      1. 4-Introduction by Veronica Wasek

      2. 4-1 Before finalizing / strategies for preparing the report / going over the report with the client

      3. 4-2 Report of findings and recommendations - walk-thru (NEW)

      4. 4-2.5 Presenting your services and pricing to the client

      5. 4-3 Resource: Completed report of findings and recommendations - Modern Global (NEW)

      6. 4-4 Report of findings and recommendations - Template (download and video walk-thru) (NEW)

      7. 4-5 Other ways to save time on preparing the report of findings and recommendations

      1. 5-Introduction by Veronica Wasek

      2. 5-1 Identifying the source of problems

      3. 5-2 QuickBooks Online Diagnosis Chart - walk-thru

      4. 5-3 Resource: Comprehensive QuickBooks Online Diagnosis Chart

    About this course

    • 69 lessons

    FAQs from new students:

    • I'm not sure I have time for this. How long do I have access to the course?

      Whether you choose the one-payment plan or the 3-payment plan, when you sign up you get immediate access to all lessons and you can do the lessons at your own pace.

      You have lifetime access to the course and all the material, so there's no need to worry if you need to take it slowly.

    • I'm not sure if I'm ready for this course. Do I need bookkeeping experience?

      This course doesn't teach the basics of bookkeeping or how to use QuickBooks Online. You should have a good understanding of both before starting this training. If you're new to bookkeeping, please feel free to check out my other bookkeeping resources and come back to this course when you're ready.

    • My bookkeeping business is still small. Does this course make sense for me?

      This program is a good fit for those who want to grow their bookkeeping business, take a brick & mortar business virtual, or transition out of a bookkeeper or accountant 9-5 and become your own boss. If you're ready to invest in yourself and create the virtual firm of your dreams, this course is for you.

    • Do you offer a money-back guarantee?

      We provide a 24-hour money-back guarantee.

    • I don't live in the US. Is this course only for US bookkeepers?

      We have students in QBO Paid Diagnostic Review System from all over the world. Some of the content is specific to US accounting rules and to the US version of QBO, however, that is pointed out during the lessons.

    • What's the difference between the one payment and the 3 payment plan?

      With the both plans, you get instant access to all course lessons upon registration.

    • Is the course content available just a collection of free YouTube videos?

      Absolutely not. I love sharing free content on YouTube but the content in this course is not available anywhere else.

    What others are saying...


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