Clean Up & Catch Up
Correct, reconcile, restore
Messy books create stress, confusion, and inaccurate financials—but they don’t have to stay that way. Our QuickBooks Online Clean Up & Catch Up service helps you fix errors, reconcile accounts, and bring everything up to date. Whether you’re behind a few months or need a full financial reset, we’ll help you take control of your numbers—quickly, accurately, and without the overwhelm.
What's Included in Clean Up & Catch Up Services
Organizing, correcting, and updating your QuickBooks Online file—so you can make decisions with clarity and confidence.
Fixing Errors & Discrepancies
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Correct misclassified transactions
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Remove duplicates & missing entries
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Adjust uncleared or outdated reconciliations
File Tidying & Quick Check
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Make it easier to find what you need
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Simplify account names and lists
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Confirm your setup supports clear reporting
Reconciling Accounts
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Bank & Credit Card Reconciliations
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Ensure clearing accounts are properly balanced
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Fix unapplied payments & outstanding transactions
Final Review & Reports
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Ensure financial reports reflect accurate data
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Verify Profit & Loss & Balance Sheet accuracy
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Provide a summary of adjustments made
Why This Matters
Clean, accurate books open the door to better decisions, smoother operations, and financial confidence.
When everything is properly categorized and up to date, tax time becomes easier, cash flow is clear, and planning for the future feels effortless.
With QuickBooks Clean Up & Catch Up, you’ll have a solid foundation that helps your business run more efficiently—so you can focus on growth instead of fixing past mistakes.
✔ Stay in Control
Keep your finances organized so you’re always prepared for what’s next.
✔ Be Tax-Ready
Clean books mean smooth tax filings and no last-minute stress.
✔ Build a Stronger Future
Organized finances create a solid path for growth and success.
✔ Financial Clarity
See the full picture of your business finances with accurate, up-to-date records.
Happy Clients
"I've had a great experience with Zen Bookkeeping. Stephanie made the transition to her services smooth and easy and saved me over 50% compared to my previous bookkeeper! Her clear explanations and personalized support have simplified my bookkeeping, making it a stress-free experience. I highly recommend Stephanie for her professionalism, cost-effectiveness, and exceptional customer care." — Craig C.
Bank or credit card balances don’t match QuickBooks
Financial reports don’t add up or make sense
Income or expenses don’t
look accurate
Transactions haven’t been categorized or reconciled in months
When It’s Time for Clean-Up & Catch-Up
Gaps or missing transactions in your financial records
Keeping your financials accurate and up to date gives you the freedom to make confident decisions. Clean-up and catch-up services help you clear the path and move forward with clarity.
A Clear Path Forward
Step 2
Discover
We’ll get to know you and how we can help.
Step 3
Onboard
We’ll set everything up and walk you through the next steps.
Frequently Asked Questions
How do I know if I need a Clean Up & Catch Up service? If your books are behind, transactions aren’t categorized correctly, or account balances don’t match, this service helps get everything accurate and up to date.
How far back can you clean up my books? It depends on your situation! We assess your records and determine the best approach to get your books current and accurate.
Will I be able to see what changes were made? Yes! You’ll receive a summary of adjustments, so you know exactly what was fixed and why.
How long does the Clean Up & Catch Up process take? The timeline depends on the complexity of your books and how far behind they are. We’ll assess your records and give you a clear timeframe before getting started.
Can I tackle the clean up myself? Yes! Keep in mind that It can be time-consuming and complex, especially if transactions are miscategorized or accounts aren’t balanced. We ensure everything is corrected efficiently and accurately—so you don’t have to worry about missed details or lingering errors.
What happens after my books are cleaned up? Once your books are accurate, you’ll be in a great position for ongoing bookkeeping, tax preparation, and financial planning. If you need continued support, we offer Monthly Bookkeeping services to keep everything on track.