Accounting Cleanup & Catch-Up Services
When the Books Are Behind, or Just Not Right
We are the winner of Advisory Innovator of the Year
Our Clients
Cleanup & Catch-Up Bookkeeping
Messy books don’t just slow reporting. They delay decisions, distort cash flow, and create risk at exactly the wrong time.
Vizhen’s Cleanup & Catch-Up service is designed for growing businesses that need their financials fixed properly, once, and set up for scale, not patched together.
Who Is This For
Behind on:
Bookkeeping by several months or years
Preparing for:
Due diligence
Financing or acquisition
Tax filings or CRA / IRS review
Migrating from:
A previous bookkeeper
DIY accounting
Inconsistent internal processes
Experiencing numbers that:
Don’t match the bank
Change every month
Can’t be trusted for decisions
If your instinct is “we just need to clean this up before we move forward” - you are in the right place.
What “Cleanup” Actually Means at Vizhen
This is not data entry or a quick reconciliation.
Our cleanup work is controller-led, structured, and outcome-driven.
Bank and credit card reconciliations
General ledger corrections and reclassification
Revenue recognition issues
Expense categorization and COGS alignment
Payroll and remittance discrepancies
Sales tax gaps - HST / GST / VAT / sales tax
Balance sheet integrity - AR, AP, loans, equity
Month-end close normalization
The objective is simple: financials you can rely on, without footnotes or caveats.
How It Works
How Our Cleanup Process Works
Diagnostic Review
We assess:
Data quality
Scope of issues
Periods affected
Risk and urgency areas
Structured Cleanup Execution
Our Team:
Works period by period
Documents all adjustments
Resolves root causes
Aligns books to accounting best practices
Validation & Close
Before completion, we:
Reconcile all key balances
Review results at a controller level
Confirm readiness for taxes, lenders, or investors
Forward-looking Cleanup
We assess:
Standardize chart of accounts
Implement monthly close routines
Transition you into ongoing Core or Growth support
What You Get:
A clear plan, timeline, and fixed scope before work begins.
No silent changes. No black box.
You receive clean starting-point financials, not just “updated” ones.
What Makes Vizhen Different
Most cleanup work fails because it is:
Done too cheaply
Delegated too low
Rushed without understanding the business
Vizhen approaches cleanup as a foundation-setting exercise, not a commodity service.
Controller oversight from day one
Clear scope and accountability
Designed to support growth, not just compliance
Seamless transition into ongoing support
Typical Outcomes
What changes when finance is done right
Accurate, reconciled historical financials
Confidence in their numbers
Reduced tax and compliance risk
A clean baseline for forecasting and decision-making
Relief
Pricing & Timing
Cleanup work is scoped and priced after review, because every situation is different.
Typical engagements:
Range from a few weeks to a few months
Are quoted as fixed-fee projects
Can be phased if needed
We will never start cleanup without aligning expectations.
What Happens After Cleanup
Most clients choose to continue with:
Core – for ongoing monthly accuracy and compliance
Growth – for controller-level insight and cash-flow clarity
Strategic Partner – when decisions, scale, or complexity increase
Cleanup is the reset. What you build on top of it is where the real value begins.
What our Customer are Saying
"The team at Vizhen Books came in to assist us when we were in a crisis after the sudden passing of our CFO. They were professional and did everything that they could to lift the burden off of the rest of our team. A year later, they are still working with us and have become an intergral part of our team."
"We have been working with Vizhen Books for over a year now and we know we can count on them. Very proactive individuals that deliver on time. They have helped us get better organized and have made bookkeeping effortless and that helped us keep our focus on the business. We also rely on them for tips and advice from time to time – they have been a great partner."
"Vizhen has done a very careful and thorough job of looking after our company's fairly demanding book keeping needs. There is no issue too small or too big that they are afraid to sink their teeth into with us and help us solve and improve. We recommend their services highly. Thank you, Vizhen."
Frequently Asked Questions
How do I know if I need a cleanup (vs regular monthly bookkeeping)?
If you’re 2+ months behind, dealing with unreconciled/backlogged books, or you’ve been running things in Excel, cleanup is the right starting point. It’s designed for “behind, messy, or unclear” situations where you first need a structured review and plan.
How long does a cleanup actually take?
If you need execution (not just a plan), the Cleanup Sprint is typically:
- Core Fixes: ~2–3 weeks
- Expanded: ~3–4 weeks
- Advanced + Integrations: ~4–6 weeks
Your wireframe also positions cleanup as a 2–4 week sprint depending on what’s broken and how quickly inputs come in.
What do you need from us to start (so this doesn’t drag on)?
Cleanup moves fastest when you can provide:
- Access to your accounting system (or current files if you’re in Excel)
- Bank/credit statements and key integrations
- Payroll context (if applicable)
Any deadlines (year-end/tax/financing) so the sprint is prioritized correctly.
Does cleanup include tech/integrations help (Stripe, payroll, expense tools, etc.)?
Sometimes, based on tier:
- No Tech Advisory in Essential
- Optional Tech Advisory add-on in Standard
- Included Tech Advisory in Premium tiers
So if the mess is caused by broken workflows/integrations, we’ll either include it (Premium) or offer it as an add-on (Standard).
What happens after cleanup? Do we stay on monthly support?
Often, yes. Cleanup is meant to get you back to “stable and trustworthy,” and then you can roll into ongoing monthly support once the foundation is fixed. Your wireframe explicitly calls out an option to continue monthly after the cleanup sprint.
Ready to Get the Books Back Under Control?
If you’re tired of guessing or explaining why numbers don’t tie, let’s start with a cleanup assessment.
We’ll tell you:
What’s wrong
What it takes to fix
Whether Vizhen is the right fit
No pressure. Just clarity.
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