Looking at a new client's books can feel like driving in the fog...

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

  • You know you need to review everything but you're not sure where to start.

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

  • Every review feels like you're starting from scratch and reinventing the wheel.

Imagine how much easier it would be if you had a proven system for reviewing new 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 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 we use at VM Wasek

    • Lets you get PAID for 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

    • Increases your chances of turning prospects into 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 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

    Here's what's inside:

  • Over 35 videos where I walk you through each step.

  • Template of the diagnostic review checklist we use at VM Wasek to help you stay on track.

  • 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.

    • What others are saying...


    Meet Veronica

    Hi, My name is Veronica Wasek, an entrepreneur, accountant, mentor, and educator. I am a Certified Public Accountant, Advanced QuickBooks Online ProAdvisor, and the founder of 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

      INTRODUCTION

      • 0-1 Welcome

      • 0-2 Developing my own QBO diagnostic skills - my story

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

      • The 5MB Academy for virtual bookkeepers and accountants (and 10% discount code)
    • 2

      LESSON 1: DIAGNOSTIC REVIEW ESSENTIALS

      • 1-0 Lesson 1 - PDF of video lessons

      • 1-1 Lesson Outline and Goals

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

      • 1-3 Pricing a diagnostic review

      • 1-4 Naming your service

      • 1-5 The selling process

      • 1-6 When is a client really a client?

      • 1-7 Diagnostic review workflow - basics

      • 1-8 Action plan

      • 1-9 Resources: Diagnostic Review sales conversation script

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

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

      • 1-12 Resources: QBO Diagnostic Review - Workflow basics
    • 3

      LESSON 2: THE DIAGNOSTIC REVIEW CHECKLIST

      • 2-1 Video: walk-thru the diagnostic review checklist

      • 2-2 Resource: Diagnostic review checklist - Template
    • 4

      SECTION 3: DIAGNOSTIC REVIEW DEMO - MODERN GLOBAL SAMPLE COMPANY

      • 3-1 Diagnostic review intro

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

      • 3-3 Diagnostic review demo - Banking part 1

      • 3-4 Diagnostic review demo - Banking part 2

      • 3-5 Diagnostic review demo - Undeposited Funds

      • 3-6 Diagnostic review demo - Profit & Loss - Income

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

      • 3-8 Diagnostic review demo - Profit & Loss - Expenses

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

      • 3-10 Diagnostic review demo - Balance Sheet - Assets

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

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

      • 3-12 Diagnostic review demo - Balance Sheet - Equity

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

      • 3-14 Diagnostic review demo - Balance Sheet Findings and Recommendations

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

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

      • 3-17 Diagnostic review demo - Payroll

      • 3-18 Diagnostic review demo - Inventory

      • 3-19 Diagnostic review demo - Sales Tax

      • 3-20 Action plan

      • 3-21 Resource: Completed Diagnostic Review Checklist for Modern Global
    • 5

      LESSON 4: THE REPORT OF FINDINGS AND RECOMMENDATIONS

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

      • 4-2 Report of findings and recommendations - walk-thru

      • 4-3 Resource: Completed report of findings and recommendations - Modern Global
    • 6

      LESSON 5: DEVELOPING DIAGNOSTIC SKILLS

      • 5-1 Identifying the source of problems

      • 5-2 QuickBooks Online Diagnosis Chart - walk-thru

      • 5-3 Resource: Comprehensive QuickBooks Online Diagnosis Chart
    • 7

      BONUS: STRATEGIES FOR PRICING CLEANUP PROJECTS

      • 6-1 Cleanup projects - Pricing strategies - part 1

      • 6-2 Cleanup projects - Pricing strategies - part 2

      • 6-3 Action plan

      • 6-4 Resource: QBO Colossal Cleanup Checklist

    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 practice 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?

      Due to the massive value and resources provided in this course, we do not provide a money-back guarantee. If you are unsatisfied with this course, contact us in the first 30 days and we will discuss your specific circumstances and agree upon a mutually beneficial resolution.

    • 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.

    What others are saying...


    Buy now

    You will receive instant access to all lessons

    Sale!

    TAKE 10% OFF ALL CLEANUP COURSES. USE COUPON CODE tenoff IN THE CHECKOUT