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)
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)
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!)
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You'll also see how to bundle this into cleanup, advisory, and ongoing support services — turning every Diagnostic Review into recurring revenue.
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.
Most students finish in 4.5 to 6 hours. It’s fully self-paced and you can return anytime.
Yes! Templates are provided for both regions, including red-flag lists and plain-language explanations tailored for CRA and IRS systems.
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.
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.
No worries—you’ll get explainer scripts, client-friendly language, and proposal templates so you feel prepared without overexplaining.
Yes! You’ll receive a CPD/CEC-eligible certificate upon completion.
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?
One successful review can pay for this course three times over. Let’s get you started.
