How to Approach Clean Ups and Diagnostic Reviews For Your Clients with Veronica Wasek

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

I interview Veronica Wasek, Founder of VM Wasek and 5MB Academy where she helps bookkeepers and accountants through he videos, resources and her programs. We discuss all things clean ups, how to approach them and what’s the best way to know when you’re done.
In this episode you’ll hear:

• How to approach a diagnostic review on prospects books
• How to leverage your clean up process in sales conversations
• Recommended clean up softwares to get the job done easier
• What the expected time frame and average for completing clean ups

About our guest:

Veronica Wasek is an accomplished entrepreneur, influencer, educator, and accountant. She is the CEO and Founder of VM Wasek – an accounting and consulting firm that specializes in helping Shopify sellers. Her presence in social media is well-known, including her 5 Minute Bookkeeping YouTube Channel, blog, and Facebook community. She also runs the 5MB Academy, an online academy for bookkeepers and accountants. Veronica is a Certified Public Accountant and is advanced certified in QuickBooks Online. Her expertise has earned her a spot among the Top 100 and Top 10 QuickBooks ProAdvisors. Veronica lives in Sugar Land, Texas and enjoys spending time with her husband Eric at their farm.
Connect with Veronica Wasek:

Check out her YouTube channel: @5MinuteBookkeeping
Join her Facebook group: https://www.facebook.com/groups/5minutebookkeeping
Follow her on Instagram: @5MinuteBookkeeping
Resources mentioned in this episode:

👥 5 Minute Bookkeeping Facebook group

🎥 5 Minute Bookkeeping YouTube Channel

📝 Smart Review Checklist (Free checklist and learn how to review prospective clients' books in just 15 minutes )
💻 Complete QBO Cleanup System
💻 QBO Paid Diagnostic Review System

💻 5MB Academy (all programs and resources created by Veronica Wasek)

⚙️ Asana

⚙️ Keeper
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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com