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/CEO of VM Wasek, a successful virtual accounting and bookkeeping business. 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 accounting 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 bookkeepers and accountants become confident business owners and professionals. As much as I love accounting and bookkeeping, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving practice 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.

    FAQs from new students:

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

      When you sign up for this course, you get immediate access that's completely self-paced. 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.

    What others are saying...