Your Complete Toolkit for a Paid Diagnostic Review

This is a practical, text-based course—no filler, no videos—just proven templates, scripts, and checklists you can start using immediately. Inside, you’ll get:

  • A step-by-step guide to running a full Diagnostic Review with confidence

  • A completed sample report to model your own

  • Diagnostic Review Templates (Canadian + U.S. versions)

  • Proposal language and pricing guide to help you quote accurately

  • Explainer scripts to communicate findings clearly

  • Client-ready checklists, red-flag cheat sheets, and workflows

  • Email templates for pre-work, delivery, and follow-up

  • A CPD/CEC-eligible certificate for professional development

  • ⏱ Time to complete: ~4.5 to 6 hours (fully self-paced)

  • 🚀 BONUS: A 7-Day Challenge to help you complete your first paid review quickly

Why It Works

This course helps you lead with insight instead of hours—and that changes everything. You’ll be able to:

  • Position yourself as the expert (not just a technician)

  • Position yourself as the expert (not just a technician) Lead naturally into cleanup, advisory, or monthly service offers

  • Uncover cash leaks and compliance risks clients didn’t even realize they had

  • Communicate your value with confidence (without overexplaining)

This isn’t just another checklist.

Whether you're a bookkeeper or accountant, this training equips you with the confidence, language, and tools to get paid for your insight — not just your time. You’ll get a full, client-facing system that helps you:

  • Spot compliance gaps and financial red flags

  • Uncover hidden cash leaks in minutes, not hours

  • Build a natural path from review → cleanup → advisory

  • Become the go-to professional clients turn to (and refer!)

Course curriculum

    1. Course Overview

      FREE PREVIEW

    2. The Power of a Diagnostic Review: Positioning Bookkeepers as Strategic Advisors

      FREE PREVIEW

    3. Title: Diagnostic Review Training – Study Guide

      FREE PREVIEW

    4. Diagnostic Review Training – Frequently Asked Questions

      FREE PREVIEW

    1. CPD/CPE

      FREE PREVIEW

    1. Terms and Conditions

      FREE PREVIEW

    1. A message from Tanya

      FREE PREVIEW

    2. Before we begin...

      FREE PREVIEW

    3. How to use this course

      FREE PREVIEW

    4. Course Workbook

    1. Course Listen + Learn: Audio Preview

    1. The Why

      FREE PREVIEW

    2. How to Price and Sell the Diagnostic Review to Your Clients

    3. Client Facing Explainer Sheet

    4. Additional Revenue Opportunities

    5. (Alternative) Lite Diagnostic Review

    6. Proposal Add-On Sample

    7. Step-by-Step Instructions

    8. Deep Dive Diagnostic Template

    9. Extra Tips & Tricks

    10. CRA/IRS Red Flags Check List

    11. “What This Means” Cheat Sheet

    12. Email Templates Toolkit

    13. Bonus Section - Script Library

    14. Sample Completed Diagnostic Review

    15. Visualizing Your Value

    16. You’re Ready — Now It’s Your Turn!

    17. Review Challenge Worksheet & Tracker

About this course

  • $497.97
  • 31 lessons
  • 4.5 to 6 hours to complete
  • CPD/CEC-eligible upon completion

FAQ

You'll also see how to bundle this into cleanup, advisory, and ongoing support services — turning every Diagnostic Review into recurring revenue.

  • 💬 What if I’ve never done a Diagnostic Review before?

    No problem! This course gives you the exact tools and scripts you need to lead a high-value conversation, even if it’s your first time.

  • ⏱ How long does it take to complete?

    Most students finish in 4.5 to 6 hours. It’s fully self-paced and you can return anytime.

  • ❓How much time will it take to complete the course?

    Most students complete the course in 4.5 to 6 hours. It’s completely self-paced, and you can return to it any time. You’ll also get a checklist and challenge prompt to help you complete your first Diagnostic Review within 7 days.

  • 📂 Is this relevant for both Canadian and U.S. clients?

    Yes! Templates are provided for both regions, including red-flag lists and plain-language explanations tailored for CRA and IRS systems.

  • 💸 How much can I charge for a Diagnostic Review?

    I personally charge $1,500 CAD per review—and many of my students do the same. A “Lite” version is also included for entry-level offers.

  • 💸How fast can I start making money with this?

    You can complete your first review within a week — we even include a 7-day challenge to help you do just that. One successful client review can pay for the course 3x over.

  • 📣 What if I struggle to explain my findings to clients?

    No worries—you’ll get explainer scripts, client-friendly language, and proposal templates so you feel prepared without overexplaining.

  • 🎓 Do I get a certificate?

    Yes! You’ll receive a CPD/CEC-eligible certificate upon completion.

  • 💳 What’s your refund policy?

    Because this course includes downloadable tools and templates, all sales are final. Still unsure? Reach out before enrolling—I'm happy to help.💳 What’s your refund policy?

🧭 Ready to Get Paid for What You Know?

One successful review can pay for this course three times over. Let’s get you started.

👉 Enroll Now

Instructor(s)