It can be both exciting and intimidating to take on your clients' huge QBO messes.

Looking at a new client's books and preparing for a QBO cleanup 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.

  • You don't want to waste time and energy going back and forth or diving down every rabbit hole to find the source of the problems.

  • You have no clue how long it will take to clean up the mess, or how to price a job like this because there's no structure at all.

Imagine how much easier it would be if you had a proven system for reviewing new QBO files.

You could:

  • 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.

Now, imagine how much easier it would be if you also had a proven system for tackling those messy cleanups.

You could:

  • Confidently take on and price cleanup work because you know what to expect.

  • Know exactly where to start and what to look for first.

  • Identify common red flags and nail down the problem quickly.

  • Reduce the time you spend on cleanups, while improving the value for your clients.

  • Slash your stress and uncertainty by following a step-by-step cleanup workflow that's been proven to work over and over again!

This value-packed two-course bundle not only gives you the tools you need to diagnose your client's QBO messes, it also provides the system you need to take on those messes with confidence and deliver the agreed upon results to your clients.

The QBO Paid Diagnostic Review System isn't just an internal checklist of 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 a profitable ongoing engagement.

The Complete QBO Cleanup System will help you discover the most common sources of QBO messes, so you can find problems faster, and follow a step-by-step workflow so you don't miss anything.

Together, these courses take you from start to finish on a successful QBO cleanup project.
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In this 2-course bundle you'll:

  • 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.

  • Discover the exact, step-by-step cleanup workflow we use at VM Wasek.

  • Learn the best way to confidently price and sell cleanup projects.

  • Find out how to define and agree on an outcome for the clean up project

  • Understand how to reconcile Balance Sheet opening balances and how to reconcile the tax return to Balance Sheet.

  • Identify the source of problems and cleanup solutions by tracking the way numbers flow through QBO.

  • Have access to a masterclass of the most common cleanup scenarios and solutions that could save you DAYS on your cleanups.

Here's what you'll find inside the first course in this bundle deal, the QBO Paid Diagnostic Review System:

  • 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
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    For the second course in this bundle, the Complete QBO Cleanup System, you'll get:

  • All the video lessons and handouts
  • Document list & document management chart for easy engagements
  • My cleanup workflow chart
  • Tax return to balance sheet reconciliation worksheet
  • A sample cleanup engagement letter for you to use
  • Sample diagnostic review report
  • Tax entity and owner compensation chart
  • Cleanup clearing account list
  • and much more!
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    You'll also get some AMAZING BONUSES, including:

    • The QBO Colossal Cleanup Checklist (new and improved!)

    • PayPal essentials & E-commerce basics

    • Exclusive student Facebook group access to find support and community with other bookkeepers

    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 of Mavency, a successful virtual 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 bookkeeping 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 virtual bookkeepers become confident business owners. As much as I love accounting and technology, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving business without the guesswork.
    Veronica Wasek

    Top FAQs

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

      Whether you choose the one-payment plan or the 3-payment plan, when you sign up you get immediate access to all lessons and you can do the lessons at your own pace.

      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.

    • I don't live in the US. Is this course only for US bookkeepers?

      We have students from all over the world. Some of the content is specific to US accounting rules and to the US version of QBO, however, that is pointed out during the lessons.

    • What's the difference between the one payment and the 6 payment plan?

      With either payment plan, you get access to all course lessons upon registration.

    Not sure if this is the right set of courses 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.

    • If your clients come to you with messy books in need of cleanup, and you have no system in place to handle that, this course is for you.

    • If you want to be more confident in your cleanups and know that you haven't missed or overlooked anything, this system has what you're looking for.

    • If you want a proven method for pricing and selling cleanup work so you make a profit every time, this system will help you.

    What others are saying...

    Pricing options

    You will receive instant access to all course lessons.