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

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

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


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

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

ratings:
Length:
40 minutes
Released:
Apr 18, 2023
Format:
Podcast episode

Description

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 booksHow to leverage your clean up process in sales conversationsRecommended clean up softwares to get the job done easierWhat the expected time frame and average for completing clean upsAbout 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: @5MinuteBookkeepingResources 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⚙️ KeeperThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com
Released:
Apr 18, 2023
Format:
Podcast episode

Titles in the series (64)

Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow as a bookkeeper or accountant. We discuss anything hiring team members, ways to automate your onboarding, help you decide on the right systems to manage your bookkeeping and accounting clients, when to hire, where to hire, creating operations for your practice and so much more. This is for bookkeepers and accountants who are ready to scale their practice, bring on staff and take a much needed vacation that they deserve.Where you can find us: Website: https://www.workflowqueen.com/Facebook: https://www.facebook.com/workflowqueenLinkedIn: https://www.linkedin.com/in/alyssa-lang-wq/ Instagram: https://www.instagram.com/workflowqueen/