Take Control of Your Business Finances—Starting Today.

Gain clarity, uncover opportunities, and create a roadmap to financial success with a free (yes, free), personalized Diagnostic Review.

Take Control of Your Business Finances—Starting Today.

Gain clarity, uncover opportunities, and create a roadmap to financial success with a free (yes, free), personalized Diagnostic Review.

Take Control of Your Business Finances—Starting Today.

Gain clarity, uncover opportunities, and create a roadmap to financial success with a free (yes, free), personalized Diagnostic Review.

Feeling Overwhelmed by Your Finances?

Managing your business finances can feel like a never-ending battle with:

  • Disorganized or incomplete financial records.

  • Stress about upcoming tax deadlines.

  • Uncertainty about whether their books are accurate or compliant.

  • Feeling stuck when trying to make informed financial decisions.

These challenges can hold your business back. But it doesn’t have to stay this way.

The Cost of Doing Nothing:

Without addressing these issues, things can quickly spiral. Missing critical tax deductions could cost your business money, and unreliable financial data makes it difficult to plan for growth or handle unexpected expenses. Messy books might lead to penalties or even audits, while the constant stress and overwhelm could take a toll on your energy and focus.

The longer these problems go unaddressed, the harder they are to fix—and the more they hold you back from growing your business.

Enter… The Diagnostic Review

Our Diagnostic Review is designed to give you clarity, confidence, and a clear path forward. Here’s how it works:

  1. Uncover Hidden Opportunities: We’ll analyze your financial records to identify gaps, inefficiencies, and missed opportunities.

  2. Receive Actionable Insights: You’ll get a personalized report with clear recommendations for organizing and optimizing your books.

  3. Set Your Business Up for Success: From tax prep to cash flow planning, we’ll create a roadmap tailored to your goals.

This isn’t just a review—it’s your first step to transforming your finances and taking control of your business.

You Need a Review If…

  • You've outgrown your current systems...

    …and you know it’s time for a fresh perspective.

  • You're preparing for tax season...

    …and you want to avoid stress while maximizing your deductions and optimizing everywhere you can.

  • Your financial records are unreliable,...

    …making it hard to plan or make the strategic decisions you need to grow your business.

  • You're tired of feeling overwhelmed...

    …and you want a simpler, stress-free process.

Are you a good fit for our Diagnostic Review?

This service is designed for micro to small service-based business owners in Canada who:

  • Have an existing bookkeeping system. Whether it’s QuickBooks, spreadsheets, or another platform, we’ll need access to your records to complete the review.

  • Are open to improvement. You’re ready to acknowledge gaps and take action to align your finances with your goals.

  • Have fewer than 30 employees. Brighten Bookkeeping specializes in supporting small, service-based businesses.

  • Have records to review. Without data to analyze, there’s nothing for us to review! Ensure your bookkeeping records are accessible and ready.

Not sure if you qualify? Reach out, and we’ll help you figure it out.

What You’ll Gain

With our Diagnostic Review, you’ll walk away with:

  • A clear understanding of your financial health through a detailed diagnostic report.

  • Practical, actionable steps to clean up, organize, and optimize your bookkeeping processes.

  • A personalized roadmap that prioritizes immediate fixes, mid-term improvements, and long-term financial goals.

  • Peace of mind and the confidence to make informed decisions for your business.

Your Investment: It’s Free.

Yes, you read that correctly. This Diagnostic Review is completely free for qualified businesses. Why? Because we believe every business deserves a clear financial foundation to thrive. There’s no catch, no obligation, and no commitment required.

Ready to Take Control of Your Finances?

How It Works:

  • Schedule a short, 20-minute consultation where we’ll learn about your business, your bookkeeping setup, and your current challenges.

  • Over 3 to 5 business days, we’ll perform the review by diving into your financial records to uncover gaps, inefficiencies, and opportunities.

  • Get a crystal clear diagnostic report with actionable recommendations and a tailored roadmap.

  • Along with your report, you’ll receive a custom proposal showing how we can help you put the roadmap into action. But don’t worry—there’s no obligation to move forward. The choice is yours.

  • If you’d like, you can schedule a follow-up Zoom call to discuss your results, get clarity on recommendations, and ask any questions that might have come up for you.

What Our Clients Are Saying

Real businesses. Real results. Here’s what our amazing clients have to say about working with Brighten Bookkeeping Co.

  • Katie's proactive approach has taken a huge weight off my shoulders. She doesn't just keep track of the numbers, she understands my business and anticipates our needs.

    “At Pitstar Trucking Ltd., we've always strived to keep our focus on the road. That's why we rely on Brighten Bookkeeping Co. to handle all our bookkeeping needs.

    Since dealing with Brighten Bookkeeping, our financial management has become a breeze. Katie's expertise and attention to detail have saved us countless hours of hassle and ensured our books are always in top shape.

    More importantly, Katie's proactive approach has taken a huge weight off my shoulders. She doesn't just keep track of the numbers, she understands my business and anticipates our needs. This has given me the peace of mind to focus on what I do best! Trucking!

    If you're looking for a reliable and professional bookkeeping service, look no further than Brighten Bookkeeping Co. They're a fantastic team, and Katie is simply amazing!”

    Derek Brain
    Owner, Pitstar Trucking Ltd.

  • Katie is always willing to help, and Brighten has saved me so much time in operating the business.

    “Before working with Brighten, I was frustrated with having to understand and deal with tax filings, and keeping track of invoices and payments. Once I started working with them, I could immediately see that they really want to see their clients succeed in their businesses. They’re always willing to help, and they’ve saved me so much time in operating the business. Thank you for your service!”

    Carmen Richter
    Owner, Mistahiya Contracting

  • Katie can see and troubleshoot problems before they actually arise.

    “Katie’s knowledge, thoughtfulness, dedication, and attention to detail have allowed me the freedom to focus on the big picture. She can see and troubleshoot problems before they actually arise, and I can say your business will be in great hands with her!”

    Mellisa Reeves
    Transformational Facilitator & Embodiment Guide

Frequently Asked Questions

  • It’s an in-depth analysis of your current bookkeeping setup. We identify gaps, inefficiencies, and opportunities for improvement, delivering a clear roadmap to financial health.

  • Not at all! The review is entirely standalone. You’ll walk away with valuable insights, whether or not you choose to work with us further.

  • That’s what we’re here for! Many clients come to us with messy or incomplete books. We specialize in identifying what’s needed and giving you a clear path forward.

  • No problem! We’ll assess your current setup and recommend transitioning to a system like QuickBooks Online to ensure your finances are organized for the future.

  • Absolutely. We use secure systems to review your data, and confidentiality is a top priority. We’ll never share or misuse your information.

  • Once we receive access to your books, we’ll complete the review within 3–5 business days.

  • Of course! Reach out anytime at hello@brightenbookkeeping.co. We’re here to help!

Ready to Take the First Step?

Stop letting financial uncertainty hold you back. With Brighten Bookkeeping’s Diagnostic Review, you’ll gain clarity, confidence, and a clear path forward. Let’s get your books organized and your business on track for success.

Take control today and discover the difference a clear roadmap can make for your finances.