Stop Reviewing Files for Free — Start Getting Paid for Your Expertise
Tired of undercharging? This self-paced training gives you the tools, questions, and diagnostic process to confidently uncover client issues—and get paid what you’re worth.
Why It Works
This course helps you lead with insight instead of hours—and that changes everything. You’ll be able to:
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Position yourself as the expert (not just a technician)
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Position yourself as the expert (not just a technician) Lead naturally into cleanup, advisory, or monthly service offers
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Uncover cash leaks and compliance risks clients didn’t even realize they had
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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:
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Spot compliance gaps and financial red flags
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Uncover hidden cash leaks in minutes, not hours
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Build a natural path from review → cleanup → advisory
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Become the go-to professional clients turn to (and refer!)
Course curriculum
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A Message From Tanya
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Before we begin...
FREE PREVIEW -
How to use this course
FREE PREVIEW -
Course Companion Workbook
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Course Listen + Learn: Audio Preview
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About this course
- $499.99
- 32 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.
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💬 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.
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⏱ 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.
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📂 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.
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📘 What’s in the 75-page workbook?
The workbook mirrors the course content and helps you apply what you’re learning as you go. It includes note-taking prompts, checklists, language examples, pricing insights, and space to develop your own review process. It’s designed to deepen your learning—not just watch and forget.
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💸How much can I charge—and how quickly can I earn it back?
Many professionals charge $1,000 to $1,500 CAD per Diagnostic Review. I personally charge $1,500 CAD, and many of my students do the same. You’ll also get a “Lite” version of the review for entry-level clients or trial offers. Thanks to the 7-Day Challenge included in the course, you can complete your first review within a week—and that one client alone could pay for the course 3x over.
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📣 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.
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🎓 Do I get a certificate?
Yes! You’ll receive a CPD/CEC-eligible certificate upon completion.
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💳 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.