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

    • Tutorials on how to handle the most common 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 find support and community with other bookkeepers for one full year

    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 and consulting business serving e-commerce clients. 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

    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.

    Course curriculum

    • 1

      WELCOME & INTRODUCTION

      • 0-1 Welcome & about this course

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

      • 0-3 Join the FaceBook Community

      • 0-4 The 5MB Academy for Virtual Bookkeepers and Accountants (and 10% discount code)
    • 2

      LESSON 1: BASICS

      • 1-0 Lesson 1 - PDF of video lessons

      • 1-1 Intro | What is a cleanup?

      • 1-2 Skills needed

      • 1-3 What to clean up

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

      • 1-5 Should you start over?

      • 1-6 You are in control
    • 3

      LESSON 2: SELLING AND PRICING CLEANUPS

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

      • 2-1 Introduction | Finding cleanup clients

      • 2-2 Sales funnel

      • 2-3 The selling process

      • 2-4 Pricing cleanups

      • 2-5 How much should I charge?

      • 2-6 Pricing - a deeper dive

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

      • 2-8 Why do you need a service agreement?

      • 2-9 What goes on a service agreement?

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

      • 2-11 Resource: QuickBooks Cleanup Service Agreement Template

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

      • 2-13 Resource: Recording-Paid Diagnostic Review_overview
    • 4

      LESSON 3: CLEANUP WORKFLOW

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

      • 3-2 Cleanup onboarding

      • 3-3 Planning

      • 3-4 Perform the Cleanup

      • 3-5 Communication

      • 3-6 Resolve issues

      • 3-7 Review

      • 3-8 Finish | Client meeting

      • 3-9 Resource: Items needed from client

      • 3-10 Resource: Cleanup workflow chart

      • 3-11 Resource: Document management chart
    • 5

      LESSON 4: THE CLEANUP CHECKLIST

      • 4-0 Lesson 4 - PDF of video lessons

      • 4-1 Getting organized and following a system

      • 4-2 Cleanup Checklist

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

      • 4-4 Resource: Cleanup Clearing Accounts chart

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

      • 4-6 Resource: Colossal Cleanup Checklist_Modern Global
    • 6

      LESSON 5: FOUNDATIONAL KNOWLEDGE

      • 5-1 Introduction

      • 5-2 Diagnostic Skills

      • 5-3 How taxes affect the cleanup

      • 5-4 Apps and integrations

      • 5-5 Comingling

      • 5-6 QuickBooks Online quirks

      • 5-7 QuickBooks Online workflows

      • 5-8 Resource: Corporate and Tax entities chart

      • 5-9 Resource: Helpful links
    • 7

      LESSON 6: CLEANUP CLEARING ACCOUNTS AND BALANCE SHEET OPENING BALANCE CLEANUP AND RECONCILIATION

      • 6-0 Lesson 6 - PDF of video lessons

      • 6-1 Introduction and Challenges

      • 6-2 The Cleanup Clearing Accounts

      • 6-3 Which periods to cleanup

      • 6-4 Balance Sheet reconciliation to tax return

      • 6-5 Balance Sheet reconciliation to tax return - Demonstration

      • 6-6 Balance Sheet opening balance cleanup

      • 6-7 Clearing out the Cleanup Clearing account adjustments

      • 6-8 Clearing out the Need Information cleanup clearing account

      • 6-9 Resource: Balance Sheet reconciliation to Schedule L_Basic

      • 6-10 Resource: Tax Return to Balance Sheet reconciliation worksheet
    • 8

      LESSON 7: MASTERCLASS - CLEANUP SCENARIOS AND CLEANUP SOLUTIONS

      • 7-1 Introduction | Approaching cleanup problems

      • 7-2 Cleanup tools and apps

      • 7-3 Banking transactions

      • 7-4 Undeposited funds

      • 7-5 Profit and Loss cleanup - Income

      • 7-6 Profit and Loss cleanup - Cost of Goods Sold

      • 7-7 Profit and Loss cleanup - Expenses, Other Income and Other Expenses

      • 7-8 Balance Sheet cleanup - Assets

      • 7-9 Balance Sheet cleanup - Liabilities

      • 7-10 Balance Sheet cleanup - Equity

      • 7-11 Chart of accounts

      • 7-12 Products and Services list

      • 7-13 Accounts Receivable

      • 7-14 Accounts Payable

      • 7-15 Inventory

      • 7-16 QuickBooks Online Payroll

      • 7-17 Resource: Common errors and cleanup solutions - charts

      • 7-18 Resource: Helpful links
    • 9

      LESSON 8: BONUS LESSON

      • 8-0 Introduction

      • 8-1 Third party apps and POS systems

      • 8-2 PayPal Essentials

      • 8-3 E-Commerce Basics

      • 8-4 QBO Sales Tax Essentials (US based)

      • 8-5 Resource: Bonus - common errors and cleanup solutions chart

    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.

    • 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 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.

    Pricing options

    You will receive instant access to all course lessons.