You know something’s off in your books—but you’re not sure what (or how to fix it).
Even if you’re managing to keep up with the basics, there’s still that low-key worry in the background.
Because when something’s off in your books, it shows up everywhere else:
You’re not sure if your pricing is really working
You hesitate every time you think about hiring or expanding
Your bank balance says one thing, but your gut says another
And you’re constantly wondering if you’re missing something big
And the longer it sits, the louder that doubt gets.
What you want isn’t complicated.
You just want to know if everything’s where it should be.
You want to feel confident making decisions.
You want someone to take a look and tell you the truth—without upsells, pressure, or jargon.
You want:
A second set of expert eyes
A clear sense of what’s working (and what’s not)
Strategic insight you can actually use, even if nothing changes right away
Peace of mind that you’re not missing something big
You’re not asking for too much.
You’re asking for clarity. And that’s exactly what this gives you.
What you want isn’t complicated.
You just want to know if everything’s where it should be.
You want to feel confident making decisions.
You want someone to take a look and tell you the truth—without upsells, pressure, or jargon.
You want:
A second set of expert eyes
A clear sense of what’s working (and what’s not)
Strategic insight you can actually use, even if nothing changes right away
Peace of mind that you’re not missing something big
You’re not asking for too much.
You’re asking for clarity. And that’s exactly what this gives you.
Because 82% of small businesses fail due to cash flow problems—and most of them had bookkeeping systems in place.
The issue usually isn’t that the books were completely undone. It’s that no one had looked closely enough to spot the patterns, the pricing problems, the oversights, or the hidden risks.
That’s what this review is designed to catch—before those small cracks turn into bigger issues.
The Financial Health Check gives you a clear-eyed, expert review of your books—so you can move forward with clarity, not crossed fingers.
The Financial Health Check is a one-time service that includes a 30-minute consult call, a full review of your books, and a personalized walkthrough of what we found—so you can finally see what’s working, what’s not, and what to do next.
It’s a lightweight, high-impact diagnostic designed for service-based business owners who want real clarity before committing to deeper support.
You’ll walk away with:
-
01
A clear understanding of your financial health—what’s working, what’s not, and what needs attention
-
02
Practical, personalized recommendations you can implement right away (or bring to your bookkeeper)
-
03
A roadmap that helps you prioritize what to clean up now, what can wait, and where to go next
-
04
Peace of mind that someone actually looked—and didn’t just run a report
The Financial Health Check is designed to give you clarity, confidence, and a clear path forward. Here’s what we’ll help you uncover:
-
We’ll review your books with a strategic eye—looking not just for errors, but for inefficiencies, red flags, and things that are quietly costing you time or money.
-
You’ll receive tailored recommendations for organizing, optimizing, or cleaning up your books—so you know exactly what needs attention and why it matters.
-
Whether you move forward with Brighten or not, you’ll walk away with meaningful next steps that support your goals—from compliance to clarity to smarter decision-making.
This isn’t just a review. It’s the first step toward understanding your numbers—and finally feeling in control of them.
Here’s how it works
-
Step 01: Grab your spot
Book your Financial Health Check and fill out a quick form to give us context. You’ll grant view-only access to your QBO account—no prep work, no spreadsheets, no stress.
-
Step 02: Get your review & walkthrough
We’ll complete your review within 3 to 5 business days, digging into what’s working, what’s not, and where you might be missing key insights. You’ll receive a personalized video walkthrough of our findings—complete with next steps.
-
Step 03: Decide what’s next
Once you’ve seen your report, you can book a follow-up call (included) to talk things through—or simply use the insights to move forward on your own. No pressure. Just clarity.
You miss out on deductions.
You delay planning.
You second-guess what you can afford.
Even if everything seems fine, that constant uncertainty chips away at your focus and confidence.
And the longer it goes unaddressed, the more overwhelming it becomes.
Sometimes, the biggest cost is the quiet stress of not knowing.
The Cost of Doing Nothing:
The Cost of Doing Nothing:
You miss out on deductions.
You delay planning.
You second-guess what you can afford.
Even if everything seems fine, that constant uncertainty chips away at your focus and confidence.
And the longer it goes unaddressed, the more overwhelming it becomes.
Sometimes, the biggest cost is the quiet stress of not knowing
Your Investment:
$50
The Financial Health Check is a one-time, low-cost way to get expert eyes on your books—without any long-term commitment.
Here’s what’s included:
-
We’ll assess how things are set up, what’s working, and where there might be gaps or missed opportunities.
-
You’ll receive a clear, easy-to-understand video walkthrough of your numbers and what they’re telling us.
-
You’ll walk away with specific, actionable recommendations—whether you decide to DIY, delegate, or do nothing for now.
-
If you want to talk through the results or ask questions, you’re welcome to book a 30-minute call at no additional cost.
You don’t have to figure it out alone. This is your no-pressure starting point—a gentle check-in with big-picture clarity baked in.
Click below to book your Financial Health Check.
You'll complete a quick form, make your payment, and then schedule your call to get started.
12 spots available this quarter
12 spots available this quarter
This isn’t a generic template or a sales pitch in disguise. It’s a real review from a real bookkeeper who wants you to feel clear, calm, and in control of your numbers.
You won’t be locked into anything.
There are no contracts. No upsells. And no refunds—because this is a done-for-you service with real time and care behind it.
But we can promise this:
You’ll walk away with more insight, more direction, and more confidence than you had before.
Hi, I’m Katie.
I’ve been doing this work since 2009, supporting business owners across industries who want to feel clear and in control of their finances… but don’t always know where to start.
That’s where this Health Check comes in.
It’s a simple, judgment-free way to get a second set of eyes on your books—so you can stop wondering if you’ve missed something, and start making decisions with a little more confidence.
No pressure. No catch. Just calm, professional insight when you need it.
Hi, I’m Katie.
I’ve been doing this work since 2009, supporting business owners across industries who want to feel clear and in control of their finances… but don’t always know where to start.
That’s where this Health Check comes in.
It’s a simple, judgment-free way to get a second set of eyes on your books—so you can stop wondering if you’ve missed something, and start making decisions with a little more confidence.
No pressure. No catch. Just calm, professional insight when you need it.
Is This a Fit for You?
-
The Financial Health Check is designed for Canadian service-based business owners who:
✦ Have a bookkeeping system in place—whether it’s QuickBooks, spreadsheets, or something else we can access
✦ Want to feel more confident in their numbers but aren’t sure where to start
✦ Are open to helpful, professional feedback (even if they know things aren’t perfect)
✦ Are planning for growth, prepping for tax season, or just tired of second-guessing
✦ Value clarity and want a straightforward next step—without pressure or overwhelm
-
This probably isn’t the right fit if:
✦ You don’t have any records to review—we’ll need some kind of bookkeeping system to work with
✦ You’re looking for ongoing monthly support (this is a one-time service)
✦ You run a larger company with 30+ employees—Brighten specializes in small, service-based businesses
✦ You’re hoping for a quick fix but not looking to make any changes
Frequently Asked Questions
-
It’s a one-time review of your bookkeeping system, done by a real human (hi, it’s me). I’ll assess what’s working, what’s not, and where things might be unclear, inefficient, or holding you back. You’ll receive a simple, strategic walkthrough of my findings—plus a roadmap to help you move forward with more clarity.
-
Nope. This is a standalone service. If you want to continue working together after the review, I’ll share a custom proposal—but there’s absolutely no pressure.
-
Honestly? That’s when this is most helpful. You don’t need to be “ready” or have everything perfect. If your books are behind, patchy, or confusing, this review will give you a clear, shame-free view of what needs attention and where to start.
-
As long as your records are accessible, we can work with them. That said, Brighten Bookkeeping specializes in QuickBooks Online, so if you’re thinking about switching platforms, we can talk through that during the review.
-
Yes. Your privacy and data security are non-negotiable. We use secure systems and review everything in view-only mode. Nothing is shared, stored, or touched beyond what’s needed to complete the review.
-
Once you’ve submitted your form and granted QBO access, you’ll receive your review within 3–5 business days.
-
Yes! Your Financial Health Check includes the option to book a 30-minute follow-up call—totally free—so you can talk through your results and ask anything that comes up.
-
Just send a note to hello@brightenbookkeeping.co. We’re happy to help.
