We get it… cleanups can be overwhelming.

  • You jump into a new set of books unsure of what to expect or where the last bookkeeper went wrong.

  • 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 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 tackling a messy cleanup.

  • 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!

    • What makes The Complete QBO Cleanup System different?

    You'll not only:

  • 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.

    You'll also learn:

  • How to confidently price and sell cleanup services.

  • How to define scope and engagement agreements for cleanup work.

  • How to create win/win scenarios for you and your client.

    •

    In this course, you'll discover:

    • The exact, step-by-step cleanup workflow we use at VM Wasek

    • The best way to confidently price and sell cleanup projects

    • How to define and agree on an outcome for the clean up project

    • How to reconcile Balance Sheet opening balances

    • How to reconcile the tax return to Balance Sheet

    • How to identify the source of problems and cleanup solutions by tracking the way numbers flow through QBO

    • A masterclass of the most common cleanup scenarios and solutions that could save you DAYS on your cleanups

    This course includes:

    • All the video lessons and handouts

    • Document list & document management chart for easy engagements

    • 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

    • In-depth tutorials on how to handle the messiest cleanup situations

    PLUS GET THESE BONUSES

    • The QBO Colossal Cleanup Checklist (new and improved)

    • PayPal essentials & E-commerce basics

    • Exclusive student Facebook group access to get support directly from Veronica Wasek for one full year

    What others are saying...


    Learn from a proven expert

    Meet Veronica

    Hi, I’m Veronica Wasek, entrepreneur, mentor, and educator. I’m a retired CPA, an Advanced QuickBooks Online ProAdvisor, and the founder of 5 Minute Bookkeeping. I built and sold a successful virtual bookkeeping business after 15 years, and I’ve been honored as a Top 10 QuickBooks ProAdvisor and Top Accounting Industry Influencer.

    But it wasn’t always smooth sailing.

    After getting laid off during a recession, I found myself starting over, trying to grow a bookkeeping business from scratch in one of the toughest job markets. I knew I had to work smarter, not harder. I needed systems that would save me time and deliver massive value to my clients.

    That’s when I developed a proven system for QuickBooks Online cleanups. One that my team and I used to complete hundreds of complex and messy cleanups, fixing issues down to the transaction level and delivering clean, tax-ready books to accountants.

    I bring both the credentials and the battle-tested systems to show you exactly how to clean up QBO files the right way, with confidence. Now, I’m sharing that exact system with you.

    The Complete QBO Cleanup System is everything I wish I had when I started: a clear, repeatable process to help you clean up even the most chaotic books with confidence. No more guesswork. No more piecing it together from random videos or advice in Facebook groups.

    And you won’t be learning alone. As a student of the Complete QBO Cleanup System, you’ll get direct access to me in our private student Facebook group, where you can ask questions, get feedback, and be part of a supportive community of bookkeepers just like you.

    My mission is to empower virtual bookkeepers to build thriving, confident businesses, and I’d love to help you take that next step forward.
    Veronica Wasek

    Not sure if the Complete QBO Cleanup System is right for 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.

    • If you want to learn from a proven industry expert who has worked on hundreds of the messiest cleanups.

    Course curriculum

      1. 0-1 Welcome & about this course

      2. 0-2 Copyright and information about the course resources and forms provided - please read

      3. 0-3 Join the FaceBook Community

      4. 0-4 The 5MB Academy for Virtual Bookkeepers and Accountants (and 10% discount code)

      1. 1-0 Lesson 1 - PDF of video lessons

      2. 1-1 Intro | What is a cleanup?

      3. 1-2 Skills needed

      4. 1-3 What to clean up

      5. 1-4 How long does it take to do a cleanup

      6. 1-5 Should you start over?

      7. 1-6 You are in control

      1. 2-0 Lesson 2 - Part 1 - PDF of video lessons (2-1 to 2-6)

      2. 2-1 Introduction | Finding cleanup clients

      3. 2-2 Sales funnel

      4. 2-3 The selling process

      5. 2-4 Pricing cleanups

      6. 2-5 How much should I charge?

      7. 2-6 Pricing - a deeper dive

      8. 2-7 Lesson 2 - Part 2 - PDF of video lessons (2-8 to 2-9)

      9. 2-8 Why do you need a service agreement (engagement letter)?

      10. 2-9 What goes on a service agreement (engagement letter)?

      11. 2-10 Resource: Modern Global sample report of findings and recommendations

      12. 2-11 Resource: QuickBooks Cleanup Service Agreement Template

      13. 2-12 Resource: Modern Global sample QuickBooks Cleanup Service Agreement (Sample Service Agreement)

      14. 2-13 Resource: Recording-Paid Diagnostic Review_overview

      1. 3-1 Introduction | Signed service agreement and paid invoice

      2. 3-2 Cleanup onboarding

      3. 3-3 Planning

      4. 3-4 Perform the Cleanup

      5. 3-5 Communication

      6. 3-6 Resolve issues

      7. 3-7 Review

      8. 3-8 Finish | Client meeting

      9. 3-9 Resource: Items needed from client

      10. 3-10 Resource: Cleanup workflow chart

      11. 3-11 Resource: Document management chart

      1. 4-0 Lesson 4 - PDF of video lessons

      2. 4-1 Getting organized and following a system

      3. 4-2 Cleanup Checklist

      4. 4-3 Cleanup Checklist overview - Modern Global (Sample Company)

      5. 4-4 Resource: Cleanup Clearing Accounts chart

      6. 4-5 Resource: QBO Colossal Cleanup Checklist (expanded)

      7. 4-6 Resource: Colossal Cleanup Checklist_Modern Global

      1. 5-0 Lesson 5 - PDF of video lessons

      2. 5-1 Introduction

      3. 5-2 Diagnostic Skills

      4. 5-3 How taxes affect the cleanup

      5. 5-4 Apps and integrations

      6. 5-5 Comingling

      7. 5-6 QuickBooks Online quirks every bookkeeper should know

      8. 5-7 QuickBooks Online workflows

      9. 5-8 Resource: Corporate and Tax entities chart

      10. 5-9 Resource: Helpful links
    • What makes the Complete QBO Cleanup System different is that it’s built on real-world experience and deep expertise.

    Top FAQ's:

    • 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.

    • Do I need to a certified Advanced ProAdvisor to take this course?

      No, you do not. But, this course does not teach you the basics of bookkeeping. You should have a good understanding of both QuickBooks Online and bookkeeping. The course will explain advanced QuickBooks Online concepts and various cleanup scenarios around these concepts.

    • 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?

      If you are unsatisfied with this course, contact us within 24 hours after purchase and we will refund your money.

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

      We have students in the Complete QBO Cleanup System 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.

    • How does this course compare to other, more expense cleanup courses?

      Some cleanup courses cost a lot more — often because of heavy advertising. What makes the Complete QBO Cleanup System different is that it’s built on real-world experience and deep expertise. I’m a CPA (retired) with an accounting degree, and I built and sold a successful virtual bookkeeping firm after completing hundreds of cleanups. This course gives you a practical, proven system for getting tax-ready books — without the fluff or the high price tag. You won’t find this level of education, certification, and hands-on experience in most other courses.

    Pricing options

    You will receive instant access to all course lessons.