• $399 or 4 monthly payments of $99.75

Diagnostic Review & Clean Up

  • Bundle
  • 4 Products

Join me as I conduct a detailed diagnostic review and clean up of a fictional client’s QuickBooks. Includes

Diagnostic Review:
Watch Rachel perform a full diagnostic review in QuickBooks Online using both a messy fictional file and the QBO test drive, Craig’s Design & Landscaping. Includes mock client calls and a pricing calculator to help you scope and price real-world projects with confidence

Clean Up:
Watch over 6 hours of content or get your hands dirty and do it with me! Includes all the data you need to import into a new QB file so you can follow along.

Behind the Scenes:
Ever wondered what it takes to put together a course like this? I included behind-the-scenes videos showing how I stay organized, create logos with ChatGTP, set up fake emails, as well as how testing software and some mistakes made along the way.

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Contents

Clean Up Course: Do It With Me

  • 34 Lessons

Work alongside Rachel in this hands-on QuickBooks Online clean-up course. Download the same files and follow each step as you learn how to identify issues, fix mistakes, and organize your books. Perfect if you want guided practice to build confidence while cleaning up real-world data

Clean Up Course - QuickBooks Online

  • 54 Lessons

Watch Rachel clean up a fictional QuickBooks Online file packed with common mistakes she created to teach you how to fix them. See step-by-step how to resolve bank, credit card, A/R, A/P, and equity issues, while learning not just what to do, but why it matters. A practical course for bookkeepers who want real-world cleanup skills.

Diagnostic Review & Clean Up: Behind the scenes

  • 18 Lessons

Go behind the scenes of our Diagnostic Review & Clean Up course. See how Rachel built the fake QuickBooks Online file—complete with realistic mistakes—plus the creative process of organizing data, testing scenarios, and even designing logos and emails for the mock company. A fun bonus look at how we made the course both practical and engaging.

Diagnostic Review - QuickBooks Online

  • 40 Lessons

Watch Rachel perform a full diagnostic review in QuickBooks Online using both a messy fictional file and the QBO test drive, Craig’s Design & Landscaping. Learn how to assess accounts, spot common issues, take notes, and prepare for cleanup. Includes mock client calls and a pricing calculator to help you scope and price real-world projects with confidence.

Download the Complete Lesson List (PDF)

Check it out

100% Satisfaction Guarantee

If for any reason you're not satisfied with any of our courses, simply let us know within 30 days, and we'll gladly refund your investment. Your satisfaction is our top priority, and we'll jump through hoops (or lily pads) to ensure you're delighted with your learning experience.