Get Your Books Back on Track
Quickly and Accurately
If your books are behind, inconsistent, or just not adding up, our bookkeeping clean-up service is here to help.
Whether you’re months or years behind, we’ll organize, reconcile, and bring your financials up to date — so you can make confident business decisions and stay compliant.
Our Bookkeeping Clean-Up Service helps you regain control and clarity over your finances — fast.
Why You Might Need a Clean-Up
If you’ve noticed any of the following, it’s time for a clean-up:
You’re not sure if your financial reports are accurate
Bank accounts haven’t been reconciled in months
Transactions are missing or duplicated
You’re behind on your BAS, payroll reporting/ single touch payroll (STP)
You’re preparing for tax filing, investors, or financing
We’ll take your existing records — no matter how disorganized — and transform them into a clean, compliant, and easy-to-manage system.
Our Process
Our clean-up process is tailored to your business and typically includes:
Reviewing and organizing all historical transactions
Reconciling bank and credit card accounts
Correcting coding errors and account misclassifications
Updating invoices, bills, and payments
Catching up on missing months or years of bookkeeping
Generating accurate financial statements
Setting up best practices for future bookkeeping
You’ll end up with books that are current, accurate, and ready for growth.
Schedule a call
what our clients are saying
Zoe is professional and knowledgeable and has made my transition from Quickbooks to Xero easy. She is meticulous and helpful while also taking initiative to fix problems. She has been patient and adaptable as we integrate and use new systems and processes. Books and Balance have been a reliable and worthwhile part of our business.
I couldn't recommend Zoe enough! I had previously been using and going through multiple bookkeepers and not getting the result I wanted until I was recommended to Zoe. She is on top of her game and is very good at her job. We found a solution to the problem and it has been perfect ever since. Would definitely recommend to all !
Running a small business can be stressful when it gets to tax time, having Zoe from Books & Balance took all the confusion and stress out of it. Nothing is too complicated and everything is explained with patience and clarity. Would highly recommend.
Why Choose Us
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