You can’t get far in the bookkeeping business before you come across a REALLY messy QBO file.


The client has come to you for help because they’ve either crashed and burned doing their books DIY or have been working with a bookkeeper who did everything wrong. It’s become like quicksand, getting worse the harder they struggle to get out.

Some bookkeepers run from cleanup jobs like this, but they can be a great way to start relationships with new clients and prove your value to them. The problem is that it’s tough to know the scope of the job or even where to start. I’ll be honest, cleanup jobs can be overwhelming. Especially if you jump in without a plan.

 Cleaning up a file without a plan or structure to follow leads to a lot of wasted time and could even make the problem worse before it gets better. How can you avoid that stress?

Imagine...

  • Facing even the messiest QBO cleanup projects with a streamlined process to reduce the stress of facing the unknown.

  • Not trying to reinvent the wheel with each new client, and instead have a proven approach to tackling each QBO cleanup project with confidence.

The QBO cleanup checklist is a valuable guide for successfully tackling a cleanup project with ease.


You'll find out where to start, what order to work in, and get my tips on other common cleanup 'must-knows'.

The QBO Colossal Cleanup Checklist includes:

  • The ideal order of operations for your clean up to help you tackle your client’s clean up with ease

  • Links to helpful cleanup tutorials on many topics

  • It also includes valuable tips:

  • Dos and don’ts of using journal entries

  • Preserving bank reconciliations

  • Tax implications of prior period adjustments

  • Using a “cleanup” or “opening balance equity” account

  • And more...

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

Top FAQs:

  • How long do I have access to this resource?

    After purchasing, you have unlimited access to this checklist for as long as you like.

  • Will this QBO Colossal Cleanup Checklist teach me how to do cleanup projects?

    This checklist is a starting point, a guide providing a streamlined approach for tackling cleanup projects, but is not a course to teach how to do a cleanup. If you are looking for a course to teach you everything you need to know about cleanups, you will want to check out my course The Complete QBO Cleanup System.

  • 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.

  • Is this checklist included in other 5MB Academy courses?

    This checklist is included in QBO Paid Diagnostic Review and also in Complete QBO Cleanup System.